Senior Portfolio Manager

4 days ago


Stockport, Stockport, United Kingdom Michael Page (UK) Full time

About Michael Page (UK)


Azets is a leading firm of accountants and business advisers operating across the UK, Ireland, and the Nordics. They have a wide network of employees and an abundance of inspiring opportunities to join one of their many offices.


As a top ten accountancy firm in the UK and the number one largest SME practice, Azets is committed to delivering exceptional client service and professional advice.


Job Description


As a Senior Portfolio Manager, you will be responsible for managing a client portfolio with a higher level of client responsibility. You will oversee your team's portfolios, utilize workflow management across the team for your own portfolio, and deal with all elements of client service with support from Director/Partners for technical areas.


Key Responsibilities:



  • Manage a client portfolio with a higher level of client responsibility
  • Oversee your team's portfolios
  • Use of workflow management across the team for your own portfolio
  • Deal with all elements of client service with support from Director/Partners for technical areas
  • Develop opportunities for the Group and flag to Director/Partner
  • More pro-active support, minimizing client contact with partners
  • Work both autonomously and as part of a team
  • Take responsibility for delivery of quality advice

Requirements


To be successful in this role, you will need:



  • ACA/ACCA/CA or equivalent qualified
  • Experience of managing a client portfolio and working with clients within a variety of industries
  • Experience coaching and mentoring junior members

What's on Offer


Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more.



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