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Client Accounting Portfolio Manager
2 weeks ago
Client Accounting Portfolio Manager
Full Time & Permanent
Hybrid / Remote Working considered
Swindon
Up to c. 46,000
Feeling stuck in your current accounting firm with no room to grow?Craving to provide top-notch service to your clients?
Our client is a successful accountancy practice with multiple offices across Wiltshire, offering a great opportunity for a Client Portfolio Manager to join their welcoming team in Swindon.
This role is ideal for someone eager to advance their career in accounting, dedicated to guiding clients towards business and personal success. It's not just about answering client queries; it's about pushing boundaries, identifying new prospects, and steering clear of detrimental risks for clients.
What are the key responsibilities?
- Helping onboard new clients to ensure they receive a warm welcome and start off with top-notch support.
- Building enduring relationships with clients.
- Collaborating with the team to execute plans effectively.
- Identifying opportunities to enhance processes and business prospects for clients.
- Engaging with a support network including financial advisors, mortgage brokers, and business coaches to assist clients in achieving holistic business and future objectives.
- Reviewing financial information with a focus on tax management, planning, and future growth possibilities.
- Developing robust forecasting models and encouraging clients to utilize them as their business expands.
This role goes beyond number-crunching
While proficiency in that aspect is crucial, the key is adopting a comprehensive approach to maximize the benefits for both business and individual clients.
What qualities are they seeking?
- A strong business interest complementing accountancy qualifications.
- Preferably fully chartered (CIMA, ACCA, or ACA) or experienced, with a proven track record in a practice setting.
- Extensive experience in preparing and reviewing personal and business accounts, and tax planning.
- A proactive attitude towards exceeding numerical tasks.
- A team player who thrives on achieving collective outcomes.
The company is in a phase of expansion, making it a thrilling moment to become part of the team
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