Senior Portfolio Manager
1 day ago
An exceptional opportunity awaits for an experienced Client Accounts Manager to transition into a senior leadership position at Perrott Partners Recruitment Ltd.
About the RoleThis role offers a chance to grow professionally in a dynamic environment, overseeing a diverse portfolio of SME clients and contributing proactively to fee development through strategic networking and business development events.
Key Responsibilities- Manage a diverse portfolio of SME clients, ensuring seamless delivery of services.
- Supervise and review the team's bookkeeping services, management accounts, and VAT services, fostering a culture of excellence and continuous improvement.
- Demonstrate adaptability and proficiency in IT systems, ensuring effective integration with in-house software.
The client base encompasses various industries, including manufacturers, professional service firms, IT developers, property developers, hospitality businesses, and not-for-profit entities.
Personal Attributes- Effective portfolio management, from staff planning to WIP management and billing, showcasing strong organizational skills.
- Cultivate and strengthen client relationships, both existing and new, through excellent communication and interpersonal skills.
- Exhibit commercial awareness in fee development, driving revenue growth and business expansion.
- Serve as the primary point of contact for client queries within your portfolio, demonstrating exceptional customer service skills.
- Stay proactive and informed about current legislation and compliance standards, ensuring the highest level of expertise and guidance for clients.
- Delegate tasks effectively, provide mentorship to team members, and foster a culture of teamwork and collaboration.
- Offer constructive feedback to junior and senior team members, promoting growth and development.
- Lead the team, ensuring high work standards, progress monitoring, and regular feedback.
- ACA/ACCA qualified with a minimum of 5 years of UK practice background to a supervisory level.
- Previous management experience of a UK team with 3 or more staff and a portfolio value of at least £300k.
- Commercial and proactive approach to client development, driving business growth and revenue expansion.
- Right to work in the UK without Visa support.
£60,000 - £80,000 per annum, dependent on experience.
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