Client Portfolio Manager – Southend-on-Sea

About the Opportunity

Vacancy Name: Client Portfolio Manager - Southend-on-Sea

Vacancy No: VN2181

Employment Type: Permanent

Duration: N/A

Location City: Southend-On-Sea

Location Country: United Kingdom

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

• Provide an excellent level of service to a small portfolio of Clients which meets and exceeds their expectations.
• Manage an allocated Client portfolio in a manner which ensures that the required standards of compliance and service are achieved and sustained at all levels.
• Support the Director to ensure day to day activities are completed within the timeframes and requirements set.
• Ensure planning processes meet client needs and statutory deadlines.
• Review team files to ensure all standards, quality and compliance requirements are met and issues identified.
• Give feedback on the quality and standard of work produced by junior team members and highlight areas for development.
• Develop skills and knowledge relevant to a full range of clients and utilise that knowledge to deliver a great service and to develop colleagues.
• Build strong relationships with Managers, team members and clients to facilitate the completion of work to deadlines.
• Ensure the correct client documentation is received in a timely and efficient manner to ensure deadlines can be met.
• Ensure self and team members follow all legal and statutory requirements.
• Develop own and team members systems knowledge and expertise to improve utilisation.
• Communicate challenges, opportunities and ideas for improvement to Managers to improve working practices.
• Represent Xeinadin to the client ensuring that the day to day is delivered ensuring a focus on innovation and the future.
• Deliver the Xeinadin vision and values.
• Represent the firm internally and externally a professional manner through appearance, conduct and attitude.

Eligibility

Key Requirements: ICAEW, ACCA or IFA fully qualified. 4+ years practice experience preferred

Additional Requirements:

• Manage a portfolio of clients and advise on all aspects of their business to help them grow, reduce tax and plan for the future
• Hold client meetings to review performance and set targets
• Review work for Juniors and assist with their training and development
• Build strong relationships with professional contacts, Manage all aspects of client relationship including, quoting, agreeing services, invoicing, payment method and annual engagement renewal
• Report to the Directors on portfolio performance and internal targets set

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

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)