Financial Portfolio Manager

3 weeks ago


Leamington Spa, Warwickshire, United Kingdom Morgan Parkes Recruitment Full time

Job Title: Financial Portfolio Manager

About the Role:

We are seeking a proactive and driven Finance Client Manager to join our dedicated team of professionals. You will manage a diverse portfolio of clients in the virtual finance office department, working for a company that prioritizes employee wellbeing and supports personal and professional growth.

Main Responsibilities:

  • Client Onboarding: Ensure smooth onboarding of new clients, introducing best practices and identifying opportunities to optimize processes with technology.
  • Review & Approve Work: Oversee bookkeeping, VAT returns, and associated work prepared by staff.
  • Management Accounts: Prepare and present management accounts for your clients, with Senior Manager/Director support when required.
  • Client Communication: Serve as the primary contact for your clients, responding to inquiries and offering tailored support.
  • Portfolio Development: Build and maintain strong client relationships while expanding your client portfolio.
  • Team Leadership: Supervise staff, provide guidance and training, and manage workflow effectively.
  • Process Improvements: Identify and implement improvements in department controls and processes.
  • Performance Monitoring: Assist with monitoring KPIs and providing feedback on staff performance.
  • Professional Development: Stay current with CPD requirements and enhance your soft skills through training.

Requirements:

  • A minimum of 2 years' experience in practice, with either a professional qualification or equivalent experience.
  • Strong time management, leadership, and interpersonal skills.
  • A client-focused approach with the ability to build and maintain lasting professional relationships.

What We Offer:

  • A competitive starting salary (£36,000 - £42,000 per annum) based on location and experience.
  • Quarterly bonus scheme.
  • Free car parking.
  • Access to an employee discount platform.
  • Regular social events.
  • Comprehensive wellbeing strategies.
  • Enhanced leave policies for maternity, paternity, and adoption.
  • Funded CPD courses and professional development opportunities.

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