Financial Portfolio Manager
12 hours ago
A rapidly evolving UK top 10 accountancy firm is seeking to appoint a Financial Portfolio Manager in their Accounts and Business Advisory team.
The successful candidate will be responsible for managing a portfolio of clients, working with a varied client base across the SME market. Agile, flexible, and hybrid working is available and this position can be based out of Cardiff or Swansea.
This is an opportunity to join a practice that can offer multiple development opportunities and excellent employee benefits.
The Financial Portfolio Manager will own and manage a client portfolio, oversee teams portfolios, and input into workflow planning. The individual will be responsible for delivering revenue and profitability targets and fostering long-term client relationships.
The ideal candidate will have experience managing a diverse client portfolio and prior experience managing and coaching junior employees. This experience should have been gained in an accountancy practice environment.
Key Responsibilities:- Manage a client portfolio with a higher level of client responsibility
- Oversee teams portfolios
- Use workflow management across the team for your own portfolio
- Deal with all elements of client service with support from Director/Partners for technical areas
- Develop opportunities for the Group and flag to Director/Partner
- Work both autonomously and as part of a team
- Take responsibility for delivery of quality advice
The salary range for this role is £60,000 - £80,000 per annum, depending on experience. The company offers excellent employee benefits, including agile, flexible, and remote working, annual leave of 33 days, birthday off, buy/sell 5 days per year, dress for your day, access to private GP 24/7, private medical for Directors and Partners Subscription, enhanced maternity & paternity leave, free flu jabs, and life assurance (x4).
If you know someone who might be suitable for this role, we offer a referral incentive scheme.
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