Client Portfolio Manager

3 weeks ago

Coventry, Coventry, United Kingdom Insite Public Practice Recruitment Limited Full time
New Opportunity: Client Manager

We are seeking a skilled professional to manage diverse client portfolios and deliver top-tier financial guidance.

This role allows you to deepen client relationships, provide valuable business insights, and play a critical role in the growth and success of the practice.

Key Responsibilities:
  • Client Portfolio Management: Oversee a wide-ranging portfolio of clients across various industries, serving as their primary advisor and ensuring their financial needs are met.
  • Relationship Building: Be the go-to contact for clients, developing strong, long-lasting relationships while delivering tailored, proactive advice.
  • Collaboration: Work closely with senior leadership to ensure client expectations are exceeded, and all work is completed to the highest standard.
  • Team Development: Assist in the training and mentoring of junior staff, providing them with the tools and knowledge to succeed.
  • Operational Oversight: Manage billing, work-in-progress and ensure all financial operations for your clients run smoothly.
  • Additional Duties: Support the firm in any ad hoc projects or tasks that arise.
Why This Role?
  • Flexibility: We offer a modern working environment with Hybrid and flexible working options.
  • Team Culture: Join a friendly, supportive team with regular social events and initiatives to keep morale high.
  • Casual Atmosphere: No need for formality-our office has a casual dress code.
  • Well-Being Focus: Access to wellness programs designed to keep you healthy, both physically and mentally.
  • Competitive Benefits: Including private medical insurance and a solid company pension plan.
Requirements:
  • Qualified Professional: ACA, ACCA, or QBE.
  • Client Management Experience: Demonstrated experience handling a variety of client portfolios with a focus on quality service and relationship management.
  • Strong Communicator: Ability to convey complex financial information clearly and effectively.
  • Tech-Savvy: Proficiency in accounting software such as Sage, Xero, and QuickBooks.
  • Organized & Proactive: A self-starter who is highly organized and proactive in solving problems.

If you're ready to bring your expertise and enthusiasm to a progressive and client-focused team, this is your opportunity to take the next exciting step in your career.

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