Senior Client Portfolio Manager

Our client is one of the largest independent firms of chartered accountants and advisers in the South West with multiple office locations across the South West.

They now seek a Senior Client Portfolio Manager or a Client Portfolio Manager DOE. Reporting directly to a Partner or Director. Working from the Swindon office with some client travel you will manage of a portfolio of £300k to c £500k.

Responsibilities:

• Maintaining a productive relationship with all clients in agreed portfolio, maintaining regular contact, completing all complex accounts work and tax issues, dealing with any specific
• Providing coaching, direction, support, and feedback to more junior members of the team

Education & Qualifications

Qualified AAT

Clean driving licence and own transport

Experience & Knowledge

At least 2 years relevant experience in a client-facing role, some rural experience would be good.

Desirable

• Qualified ACA/ACCA
• Experience Dealing with owner-managed businesses.
• Use of Sage Instant/Line 50
• Xero / QBO
• Use of Iris practice software

Career Development

• Clear career pathways, a focus on development, both technical and soft skills
• Opportunities for personal and professional growth and development
• Commitment to Continuing Professional Development
• Provision of an e-learning platform with a comprehensive suite of learning and development tools and support, tailored to individual needs
• Sponsored qualifications and professional body subscription

In return our client is offering a salary range of c £46- 55k +, depending upon experience plus a fantastic market-leading benefits package. Unlike many firms they are keen to encourage a good worklife balance and support flexible working to help with school runs and family life etc.They are comitted to personal development and further training to help you fufill your fullest potential.

• Pension (salary sacrifice arrangement)
• Merit based salary reviews, with direct influence of performance on pay
• Permanent health insurance (PHI)
• Online benefits platform (access to discounts/cashback to huge number of retailers)
• Life assurance (x 4 salary)
• Healthcare Cash Plan
• Enhanced Maternity and Paternity pay
• Volunteer policy - one day’s paid leave each year to support charitable causes.
• Cycle to work scheme.
• Homeworking (dependant on role)
• 22-25 days’ holiday plus the option to buy up to 5 days.
• Annual firm wide Christmas and Summer events
• Social committee
• Eye Care Vouchers
• Free tea and coffee in all offices
• Employee Assistance Programme, Wellbeing Hub and Wellbeing support package
• Employee referral scheme
• Client referral scheme
• Enhanced Maternity and Paternity Policies

If you are looking for a fantastic new opportunity and can meet the qualifications required we would love to hear from you please do you send your CV today.