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Senior Client Portfolio Manager
2 months ago
We are seeking a highly skilled Senior Client Portfolio Manager to join our team in Kettering. As a key member of our client service team, you will be responsible for managing a diverse client portfolio, overseeing junior team members, and supporting business development.
About the Role:- Manage a client portfolio, monitoring all commercial aspects of portfolio management.
- Oversee junior team members, including workflow management, reviewing work, and identifying training opportunities.
- Work directly with Partners to ensure expectations, deadlines, and budgets are being met.
- Support business development by scoping new service lines for your portfolio.
- Work closely across departments to ensure clients are benefiting from an all-encompassing service.
- Preparation and review of accounts files and support the tax planning process.
- Review processes and implement more efficient ways of service delivery.
- Set an example as a hands-on and supportive Manager.
We are a reputable firm in Kettering with a diverse, loyal, and growing client portfolio. We offer a full-suite of financial services and pride ourselves on championing service excellence.
Employee Benefits:- £50,000 to £70,000 pa.
- Permanent, full-time role.
- Flexible and hybrid working options.
- Generous holiday allowance.
- Contributory pension scheme.
- Professional development opportunities.
- Positive and supportive company culture.
- ACA or ACCA qualified with a minimum of three years' experience in UK practice.
- Adept at using accountancy software.
- Technically competent across the Microsoft suite.
- A can-do attitude and a proactive approach to problem-solving.
- Highly organised and able to manage own workload effectively.
- Good communication and advisory skills.
- Confident working alongside senior management.
- Motivated and able to inspire others.
- Collaborative and creative.
- Strong business acumen.
We recruit high-calibre accounting professionals at all levels for tax, accounts, and auditor jobs on both a permanent and temporary basis for accountancy firms.
