Xeinadin - Top 20 Accountancy Firm - UK & Ireland
Role: Client Portfolio Manager
Location: Southend-on-Sea
Who Are We?
Xeinadin was established in 2019 when more than 100 successful, independent, 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 is our people who help drive our business forward, and we offer them future-focused career opportunities whilst supporting the individual specialisms.
Our regional offices of over 3000 colleagues operate in collaboration across the Group, combining collective expertise to maximise our people’s potential. As part of one Xeinadin, our colleagues are able to draw on expertise and support from across our UK, Ireland and central teams, as well as benefitting from being a part of their local communities.
About the Role:
The Client Manager is responsible for the production of high standards of departmental work. This means completing their own workload, allocating and reviewing the work of team members and being a strong role model for the vision, mission and values of the organisation. The role requires a quality focused individual who is organised, and deadline driven.
Key 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. ·
Role Specific:
- 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/Partners on portfolio performance and internal targets set
Key Requirements:
- ACCA, ICAEW of IFA – Fully or Almost Qualified
- 4+ years practice experience preferred
Additional Requirements:
Organised, detail focussed, honest, adaptable, decisive, professional, quality focussed, deadline driven, committed, flexible.
What We Offer:
Joining our team comes with a range of benefits, including:
- A welcoming, inclusive work environment where your talents are truly valued.
- Hands-on training and development opportunities to expand your skills and advance your career.
- Exciting long-term prospects within our rapidly expanding firm and the wider Xeinadin Group.
Join Our Team:
Ready to take the next step in your career? Don't miss out – apply now and become a valued member of our team!
Xeinadin does not accept unsolicited resumes from head-hunters, recruitment agencies, or fee-based recruitment services. Xeinadin is an equal opportunity employer and we encourage direct applications from all suitable candidates.
Job Type: Full-time
Benefits:
- Company pension
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
Work authorisation:
- United Kingdom (required)
Work Location: In person
