Business Portfolio Manager

1 week ago

St Albans, United Kingdom Moore Kingston Smith Full time

Description Due to continued growth in the last 2 years we are looking for a full time SME portfolio manager to join our team.
The successful candidate will be a positive, organised and details-oriented person who manages their time effectively and has excellent communication and interpersonal skills.
Strong IT skills are required; however, all in-house systems training will be provided.
Our client base is made up of a range of SME's and includes, manufacturers, a wide range of professional service firms, IT developers, property investors and developers, hospitality businesses and not for profit entities.
You will be in direct contact with clients face-to-face, over the phone/video meetings and by email, and so excellent written and verbal communication skills are essential.
Key Responsibilities Effectively control own portfolio including everything from staff planning, management of WIP and billing Build and further develop client relationships with existing and new clients Display a strong commercial awareness in fee development Present for partner review, complete files to a high standard Display pro-active awareness of current relevant legislation, compliance standards Raise high quality business correspondence Act as the main point of contact for compliance queries from clients within portfolio Quote and estimate fees within your level of authority Meeting clients to pitch and tender for new work and putting together associated documents Business development – attend new client meetings and networking events Good awareness of cloud-based accounting techniques and systems Effectively delegate work to, and mentor, the team  Provide feedback to junior and senior team members of quality of work/performance Manage the team including monitoring work in progress and work standards.
Skills, Knowledge and Expertise Confident, articulate and an effective communicator at all levels Well-presented and professional Patience in training colleagues ACA/ACCA Fully Qualified with 3+ years post qualification experience  Up to date knowledge of corporate and personal taxes Strong time management skills  Previous management experience Commercial and proactive approach to client development Benefits 25 days annual leave plus three days off at Christmas  Option to buy/sell additional days  Hybrid Working  Life cover  Critical Illness cover Income protection Pension Scheme  Wellbeing support, including generous absence pay, access to Digicare+ and an Employee Assistance Programme Weddings & birth vouchers Loyalty awards Employee & client referral awards Professional subscriptions Salary reviews twice a year Community volunteer scheme Fundraising matching Perkbox  Eye Tests Cycle to work  A wide range of flexible benefits, including interest free loans for: Health Assessments Dental Gym memberships Cancer screening Genetic wellness tests Phones, laptops, tablets and computers Wearables Office furniture Cycle insurance Pet insurance Will writing  At Moore Kingston Smith, we believe in the potential of people to make a positive impact, fuelled by the power of genuine understanding.
Working with small, medium and large clients, we are a multi-disciplinary advisory, tax and audit firm with expertise across multiple sectors, uniquely positioned to help people realise their ambitions.
Our London and regional teams deliver quality results locally and nationally, and worldwide alongside the Moore Global network.
Through respect, collaboration and active listening, understanding is at the heart of everything we do with our clients, colleagues and communities.
We value people and projects that promote positive change for the future.
Come and join us to make a difference.

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