Financial Services Portfolio Manager
3 weeks ago
We are seeking a proactive and driven financial services professional to join our team.
About the Role- Manage a diverse portfolio of clients in the virtual finance office department, delivering exceptional client service and driving business growth.
- Client Onboarding: Ensure smooth onboarding of new clients, introducing best practices and identifying opportunities to optimise processes with technology, resulting in improved efficiency and accuracy.
- Review & Approve Work: Oversee bookkeeping, VAT returns, and associated work prepared by staff, ensuring compliance with regulatory requirements.
- Management Accounts: Prepare and present management accounts for your clients, with Senior Manager/Director support when required, providing valuable insights and recommendations for business improvement.
- Client Communication: Serve as the primary contact for your clients, responding to inquiries and offering tailored support, building long-term relationships and driving client satisfaction.
- Portfolio Development: Build and maintain strong client relationships while expanding your client portfolio, identifying new business opportunities and driving revenue growth.
- Team Leadership: Supervise staff, provide guidance and training, and manage workflow effectively, ensuring the team is equipped to deliver high-quality results.
- Process Improvements: Identify and implement improvements in department controls and processes, enhancing operational efficiency and reducing costs.
- Performance Monitoring: Assist with monitoring KPIs and providing feedback on staff performance, driving continuous improvement and excellence.
- A minimum of 2 years' experience in practice, with either a professional qualification or equivalent experience, preferably in a virtual finance office setting.
- Strong time management, leadership, and interpersonal skills, with the ability to build and maintain effective relationships with clients and colleagues.
- A competitive starting salary of £47,500 per annum, based on location and experience, plus quarterly bonus scheme.
- Free car parking, access to an employee discount platform, and regular social events, promoting a healthy work-life balance.
- Comprehensive wellbeing strategies, including enhanced leave policies for maternity, paternity, and adoption, supporting employees through life's journey.
- Funded CPD courses and professional development opportunities, ensuring you stay up-to-date with industry trends and best practices.
- Full-time (36.5 hours per week) with hybrid working available, flexible hours with a 2 PM finish on Fridays, promoting work-life balance and flexibility.
Coventry or Leamington Spa, offering easy access to major transport links and amenities.
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