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Senior Portfolio Manager
2 months ago
We are seeking an experienced Director to lead our service delivery team and champion service excellence across the firm.
About the Role:- Lead service delivery across the firm, ensuring Managers are meeting expectations, deadlines, and budgets.
- Manage a varied and significant portfolio, championing service excellence at every step.
- Implement initiatives through to completion, responsible for project management and due diligence.
- Work alongside Managers to oversee tax and accounts departments, ensuring clients receive a comprehensive service.
- Prepare accounts for larger corporate clients.
- Manage WIP reporting and align workflow with KPIs, providing updates to Partners.
- Provide appraisals, training, and development for colleagues and team members.
- Empower junior staff by championing career development and skill-sharing.
- Showcase the firm at networking and business events, identifying new business opportunities.
- Seek opportunities to introduce and cross-sell company services to new and existing clients.
- Display innovative and creative business acumen to help propel the firm's success.
We are Public Practice Recruitment Ltd, a specialist recruitment agency for accountancy professionals. We have a strong track record of meeting and exceeding expectations for accountants looking for their next accounting role.
What We Offer:- A competitive salary of £100,000 to £140,000 per annum.
- A full-time, permanent position with hybrid working arrangements.
- Enhanced annual leave, birthday off, and buy and sell holiday schemes.
- Bonus referral schemes, regular social events, and retail perks and discounts.
- A comprehensive healthcare plan, wellbeing support, and continued professional development opportunities.
- An enhanced company pension and open and inclusive culture.
- FCCA, ACA, ACCA, or CA qualified.
- At least 10 years' managing a portfolio within UK practice.
- A rich track record of successful leadership and team management.
- An analytical and strategic thinker with good commercial acumen.
- Strong business development skills and a hands-on, can-do attitude to problem-solving.
- Outstanding communication and advisory skills.
- Self-motivated with the ability to produce work in a timely manner.
- Ability to win new business and scope out opportunities.