Portfolio Manager- Stonehouse

About the Opportunity

Vacancy Name: Portfolio Manager- Stonehouse

Vacancy No: VN2292

Employment Type: Permanent

Duration: na

Location City: Stonehouse

Location Country:

About Company

Xeinadin was established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It's our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms. Our regional offices of over 3000 colleagues operate collaboratively, combining collective expertise to maximise potential.

Responsibilities

• Manage and grow a personal portfolio of client accounts, ensuring exceptional service and the delivery of all actions, deadlines, and client discussions.
• Develop and maintain strong, long-lasting relationships with clients, directors, and staff.
• Review team files to ensure compliance with legal, ethical, and statutory regulations, identifying and addressing any issues.
• Provide industry-leading insights, advice, and solutions to enhance the firm’s reputation and expand the client base.
• Drive efficiency and profitability by implementing best practices and leveraging technology.
• Contribute to strategic and business planning, focusing on increasing revenue and profits.
• Hold responsibility for managing client relationships, ensuring maximum value, quality, and compliance.
• Complete a personal portfolio of client work, offering expert insights and advice to clients.

Eligibility

Key Requirements:

• ACCA/ACA qualified
• At least 3 years PQE working in a General Practice role
• Demonstrable experience leading client relationships
• Being IT savvy and comfortable upgrading and working with technology

Benefits

• Company Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas*
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme – 24/7 support, free and confidential
• Corporate Discounts Platform

Additional Requirements:

• Demonstrated ability to manage and grow client portfolios while delivering exceptional client service.
• Commercial acumen with a detailed, analytical, and strategic approach.
• Proficient in driving efficiency and profitability through innovative practices and technology.
• Strong leadership skills, with the ability to inspire and engage a team.
• Exceptional communication skills, both verbal and written, to build lasting relationships.
• Ethical, professional, and confident decision-maker.
• Highly organised, decisive, and driven to achieve excellence.

About Company

Model: Office Based

Salary: Competitive

*Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:

• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental (subject to exceptions and business needs)