Client Portfolio Manager

Client Portfolio Manager
LOCATION: SWINDON, BATH, OR TROWBRIDGE OFFICE CONSIDERED
SALARY: Circa £50,000
JOB TYPE: Permanent
SECTOR: Accountancy
About you
You will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build and maintain strong client relationships, working as a reliable advisor, youll be able to think commercially and strategically, with the ability to solve problems and work collaboratively. Experience of working within or with the Healthcare sector, for example GP practices, would be advantageous.
Specific Duties & Responsibilities
Maintaining a productive relationship with all clients in fixed portfolio, maintaining regular contact, completing, and reviewing all complex accounts work, pensions and tax issues, dealing with any specific queries or problems using available specialist skills and knowledge as required.
Acting as a point of contact for Senior Managers/Partner portfolio in the event of absence ensuring that matters are dealt with in a timely manner and that the Senior Managers/Partner is aware of any outstanding queries.
Ensuring that appropriate information is fed into the compliance team in a timely manner to ensure that the teams work can be effectively scheduled allowing the assessment of resources and time requirements, including flexibility to deal with new clients, additional work, or busy periods.
Completing more complex accounts work for clients as required by Senior members of the team.
Working with colleagues to continue to develop skills, technical and otherwise, across the whole team.
Visiting clients to discuss their requirements, providing the most appropriate advice as required which may include actively promoting our company.
Meeting with and giving a steer to employees who work on your clients work, giving constructive, feedback and direction as required. Ensure feedback is provided to the as appropriate.
Monitoring the achievement of the chargeable units budget, ensuring work is completed within deadlines allocated.
Looking at innovative ways in which efficiencies and improvements can be made with potential to be a part of projects to benefit both internally and for clients.
Undertaking ad-hoc project work as required by the Partner.
Core Competencies
Client Service
Develops strong client relationships.
Innovates new approaches to improve client service/efficiency.
Manages client timetables and deadlines effectively.
Meetings team specific performance targets, such as chargeable hours and job budgets
People & Leadership Meeting with and giving full support to employees who work on your clients work, giving support, feedback and direction as required. Ensure feedback is provided to the Partner as appropriate.
Providing coaching and mentoring to more junior team members
Leads, motivates, and develops teams and creates an inclusive environment.
Acting as a role model and living the values
Gives ongoing and timely feedback to the team.
Continues to develop personal brand and demonstrates good self-awareness of the impact they have on others.
Business Development Starts to own elements of business development.
Builds awareness of topical issues to take to market to generate opportunities.
Continues to develop external network.
Actively supporting all sales, promotional, marketing and networking activities of the organisation either to current clients or targets
Participates in client pitches and proposals.
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