Senior Portfolio Manager

4 weeks ago


Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full time
About the Role

This is an exciting opportunity to join Olivia Ruella Limited, a well-established and respected firm of chartered accountants based in the south-west of Kent.

The successful candidate will be responsible for managing and developing a diverse portfolio of clients, working closely with the Partners to drive business growth and success.

Key Responsibilities
  • Develop and implement effective portfolio management strategies to drive business growth and client satisfaction
  • Lead and mentor a team of junior client managers to ensure they have the skills and knowledge required to deliver exceptional client service
  • Provide tax advisory and planning services to clients, ensuring they are compliant with all relevant regulations and laws
  • Review and analyze financial data to identify areas for improvement and provide recommendations for business growth
  • Represent the firm at industry-specific networking events to build relationships and promote the firm's services
  • Develop and implement effective onboarding processes for new clients, ensuring a smooth and seamless transition
Requirements
  • Formal qualifications in accounting or a related field, with a minimum of 5 years' PQE
  • Proven ability to work independently and as part of a team, with excellent communication and interpersonal skills
  • Ability to mentor, motivate and inspire a team of junior client managers
  • Strong business development skills, with a proven track record of driving business growth and success
What We Offer

Olivia Ruella Limited offers a competitive salary, a generous bonus scheme, hybrid working, enhanced holiday entitlement, and a range of firm-wide social activities.

We are committed to providing a supportive and inclusive working environment, where all employees feel valued and empowered to succeed.



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