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Client Portfolio Manager

2 months ago

Upper Stratton, United Kingdom Trilogic Recruitment Full time
Client Portfolio Manager
Role is an accountant/business advisor, we would expect someone fully chartered with the years of practice experience and working to, or up to step up into this type of role
Requirements
(ACCA/CIMA is preferred, although could be ACA)
What does the role entail?
- Assisting with the onboarding of new clients to ensure that they have a friendly contact and gets them off on the right step to excellent support.
- Building deep, long standing relationships with your clients.
- Working with the wider team to ensure plans are implemented.
- Look for opportunities with clients to improve processes and business opportunities.
- Working alongside the professional support network alongside clients to help the client achieve their rounded business and future goals, supporting your clients as a business partner. This may include fellow professionals such as financial advisors, mortgage brokers, business coaches etc.
- Reviewing of financial information with clients but using in a way which focuses on both tax management/planning as well as future growth opportunities.
- Building robust forecasting models and challenging clients to use this and interact as the business grows and develop.
- Identify ways that we may be able to help our clients further and enhance the service level that we are offering.
Benefits
The salary range for this role is £45K-£50K per annum full time (DOE & Quals).
Swindon based preferably, scope for some remote working after a settling in period
Would be networking groups and travel to clients so needs own transport
A pension scheme is provided, plus paid business mileage. Sick pay and holiday entitlement are statutory minimum, anything over and above this is discretionary only (although it often is discretionary paid).  We have a couple of incentive schemes in place that pay commission or bonuses, and other initiatives we are looking to introduce soon