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Practice Client Portfolio Manager – SME

Job Description

About the Opportunity

Express Recruitment are delighted to be supporting a growing accountancy practice in the heart of Nottingham, as they search for a Practice Client Portfolio Manager to join their fun-loving team. The ideal candidate will have previous experience within an accountancy practice becoming the clients trusted advisor and aligning services for complex financial decisions. You will also offer strategic guidance providing timely financial data for empowering better choices.

Alongside a fantastic salary of up to c£65,000 D.O.E., you can expect to receive other excellent benefits such as flexitime, hybrid working, and study support should you wish to further your career. They’re also offering a generous holiday allowance of 33 days and the opportunity for career progression due to the growing nature of their business.

Benefits

  • 25 days holiday + bank holiday
  • Flexitime
  • Potential to work from home 1 day per week after training
  • Study support and significant career progression opportunities
  • Regular company socials

Responsibilities

  • Client advisory and building relationships with new SMEs
  • Provide qualified financial oversight and service face to face with clients
  • Mentor and team development including feeding back clients feedback
  • Compliance and risk assessment of SMEs internal process
  • Presenting business intelligence and company data for insight analysis

About You

Skills & Experience:

  • 4+ Years Accounting practice experience with face to face
  • Fully qualified ACCA, ACA, AAT or CIMA
  • Skilled in cloud-based accounting platforms and proficient excel
  • Effective communicator and ability to communicate with a range of stakeholders externally
  • 2+ years face to face advisory experience

About Express Recruitment

Express Recruitment has been offering exceptional recruitment solutions across the East Midlands since 1987, “exceeding expectations every time” of over 267,000 candidates. We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations. Find all of our current vacancies on 👉 https://bit.ly/3IaEnI7

Not quite found the right role for you yet? Let us do the scrolling for you! Your search for a new role has never been so easy, just fill in our contact form on https://bit.ly/3NHa9NR or give us a call on 0115 924 0010 and we will do the rest for you.

Vacancy Summary

Hours: Monday-Friday, 37.5 hours per week, flexitime

Salary: up to c£65,000 per annum D.O.E.

Location: Nottingham, Hybrid

Job Type: Permanent

Unfortunately, we are unable to contact all candidates due to the large volume of applications we receive. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.

This vacancy is being advertised on behalf of Express Recruitment Ltd. The services advertised by Express Recruitment Ltd. are those of an Employment Agency.