Client Portfolio Director
3 days ago
We are seeking an experienced Financial Services Leader to join our Outsourcing team. The successful candidate will be responsible for managing client relationships and delivering high-quality services to meet their needs.
About the RoleThe ideal candidate will have ACA / ACCA/ CIMA qualification, experience in managing a client portfolio, and knowledge of software such as Xero, Excel, and Quickbooks. Strong communication skills and management accounts experience are also essential.
Key Responsibilities- Manage client relationships and develop effective system processes to improve efficiency and productivity.
- Prepare and complete accurate management accounts and VAT returns.
- Liaise with clients to deliver fully outsourced finance solutions and address any queries they may have.
- Take leadership responsibility over the team and mentor junior staff members.
- ACA / ACCA/ CIMA Qualified.
- A history of managing a client portfolio.
- Experience using software such as Xero, Excel, and Quickbooks.
- Previous experience working within a practice firm.
- Strong communication skills.
- Management accounts experience.
- A highly competitive salary (£60,000 - £80,000 per annum) based on location and experience.
- Opportunities to progress within the team.
- Flexible working arrangements.
- Contributory pension scheme.
- Healthcare benefits.
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