Client Portfolio Manager
6 days ago
**Job:Client Portfolio Manager**
**Location: Glastonbury**
**Salary**:up to £50,000 DOE
**Job type**:Permanent, Full Time
**Hours of work**:0900am -1700pm Monday to Friday (37 hours) Early Finish on Fridays
**Summary**:
**Essential skills**:
Preferably ACA/ACCA qualified, or by experience
Excellent communication skills both verbal and written
Organised and methodical
Client focused
Strong IT skills including Word, Outlook and Excel
Carrying out tasks with a high degree of efficiency and accuracy
Time management skills
Ability to operate strict deadlines and handle conflicting priorities
Ability to work under own initiative, keeping calm under pressure
**Disposition & Attitude**
Adaptable and flexible to deal with changing priorities and deadline deadlines
Confident to work with clients and develop key relationships internally and externally
Can work as part of a team and across departments
Proactive and able to use initiative
Confident and outgoing
**Specific Duties and 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 queries or problems using available specialist skills and knowledge as required
Managing a team of professional staff, including individual development and ensuring appropriate resource and work planning
Acting as a point of contact for Director/Partner portfolio in the Director's absence ensuring that matters are dealt with in a timely manner and that the Director/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 team's 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 the Director, where it is not appropriate for the activities to be completed in the compliance centre
Visiting clients to discuss their requirements, providing the most appropriate advice and support as required which may include actively promoting client's ' services
Meeting with and giving full support to employees who work on your client's work, giving support, feedback and direction as required. Ensure feedback is provided to the Director / Partner as appropriate.
Monitoring the achievement of the chargeable units budget, ensuring work is completed within deadlines allocated
Ensuring that all fee notes are generated and sent out in line with partner and client requirement
Undertaking ad-hoc project work as required by the Partner, assisting clients on his behalf as and when needed
**Benefits**:
- 20 days holiday plus bank holidays
- Life Assurance - 4 x gross annual salary.
- Permanent Health Insurance Scheme.
- Cycle to work scheme.
- Well Being Programme and Initiatives.
- Free eye test vouchers.
- Buying/Selling of holiday days.
- Excellent working culture and environment.
- Volunteer days.
- Strong Culture, Branch and Social Corporate Responsibility.
- Regular social events and more
**Closing date is 27 th of February 23**
**Hawk 3 Talent Solutions are operating as an employment agency on behalf of its client.
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