Portfolio manager Work, Jobs in Bridgwater, Som (with Salaries)

Client Experience Manager - Delivering accounting & business support
Hughes, Isaac and Co Ltd —Burnham-on-Sea
- £46,000 - £56,000 a year
- Part-time
- Hybrid work
- Supervising experience
- Accounting
- Organisational skills
- Free parking
- Referral programme
Quick apply
11d
Project Planner
TCi (GB) Ltd —Bridgwater
- Full-time
- Microsoft Office
- Organisational skills
- Contracts
- Annual leave
- Employee assistance programme
Quick apply
Regional Operations Manager Specialist Division
South West England —Taunton
- From £70,000 a year
- Full-time
Quick apply
Operations Manager
Impact Food Group —Taunton
- Full-time
- Management
- Travel
- Organisational skills
- Annual leave
Quick apply
14d
Change and Adoption Lead
Walsall Housing Group —Street
- £51,597 - £54,730 a year
- Full-time
- Analysis skills
- Organisational skills
- IT
- Annual leave
7d
Territory Manager
Avidity —Bridgwater
- £26,500 - £27,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- IT
- Annual leave
- Employee assistance programme
6d
Territory Manager
McCurrach Careers —Bridgwater
- £26,500 - £27,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- IT
- Annual leave
- Employee assistance programme
6d
Project Team Manager - 34334
Environment Agency —Bridgwater
- £54,940 a year
- Part-time
- Hybrid work
- Management
- Engineering
- Project management
- Employee assistance programme
- Flexible schedule
4d
Senior Lettings Manager
Fox & Sons —Yeovil
- Up to £50,000 a year
- Full-time
- Administrative experience
- Supervising experience
- Organisational skills
Quick apply
3d
Performance Excellence Manager
ADM —Lopen
- Organisational skills
- IT
- Communication skills
Mobilisation Chef Manager
Impact Food Group —Taunton
- £35,000 a year
- Full-time
- Customer service
- Cooking
- School
- Annual leave
- Employee discount
Quick apply
14d
SHE Manager
Kelston Sparkes Group —Bristol
- Full-time
- Hybrid work
- Civil engineering
- Travel
- Communication skills
- Free parking
Quick apply
14d
Events & Courses Co‑ordinator (DDSL)
Millfield School —Street
- £27,250 a year
- Weekend availability
- Hospitality
- Organisational skills
- In-person
- Free parking
- Employee assistance programme
Quick apply
Senior Site Manager
Walker & Sloan —Bridgwater
- First Aid Certification
- Construction
- Leadership
4h
Operations Manager
ADM —Lopen
- Leadership
- Communication skills
Finance Manager
Longpré Ltd —Bruton
- From £50,000 a year
- Full-time
- Financial services
- In-person
- Leadership
- Free parking
Quick apply
3d
General Manager - Taunton
City West Country Ltd —Taunton
- Sales
- Employee assistance programme
Quick apply
9d
Bar Manager
St Audries Park —Taunton
- Up to £30,000 a year
- Weekend availability
- Bar
- Store discount
- Employee discount
Prescription Service Specialist
Clinisupplies —Bridgwater
- Monday to Friday
- Management
- Customer service
- Microsoft Office
Area Support Manager
Aspens —Street West
- £35,000 a year
- Full-time
- Computer skills
- Communication skills
- School

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Client Experience Manager - Delivering accounting & business support

Hughes, Isaac and Co Ltd
Burnham-on-Sea

Quick apply

Job details

Permanent | Part-time | Full-time | Part-time upon request
£46,000 - £56,000 a year
11 days ago

Benefits

Free parking
Casual dress
Private dental insurance
Company pension
Company events
Private medical insurance
Referral programme

Qualifications

Practice management
ACA
Accounting software
Supervising experience
Accounting
Organisational skills
CIMA
Tax experience
AAT
ACCA

Full job description

Founded in 1988, Hughes, Isaac & Co is an accountancy practice and business advisory firm with offices in Caldicot, Burnham on Sea and Bristol. We work with a wide range of clients including limited companies, sole traders and partnerships, and our focus has always been on providing a service that goes well beyond year-end compliance.

We invest in people, processes & technology that makes our service better and faster, and we hold ourselves to a high standard because our clients rely on us to do so. We are currently modernising how we work across the practice, including the introduction of digital workpapers and more structured client management, and this role sits right at the centre of that.

Job Summary
The Client Experience Manager is one of the most important roles in the practice. The person in this position is responsible for ensuring that Hughes, Isaac & Co delivers consistently for its clients, which means taking ownership of the practice's delivery targets and not just managing their own portfolio in isolation.

Working closely with the partners, you will manage colleagues' workloads day to day, keep the practice on track against its client deadlines, and be the person everyone looks to when they need to know where things stand. Alongside that operational leadership, you will also be the primary point of contact for a mixed portfolio of clients, and the quality of those relationships, and the experience those clients have, will be a direct reflection of how you do the job.

This is a leadership role that requires both technical competence and the kind of interpersonal skills that make clients feel genuinely well looked after. The right person will find it varied, stretching and rewarding.

We are looking for someone who is technically strong and has a track record of managing clients well, but who also brings the kind of interpersonal and organisational skills that translate into a genuinely good experience for the people we work with.

This is not a role for someone who wants to keep their head down; it is for someone who takes ownership, leads their team with clarity and thinks about the client experience as much as the technical output.

Responsibilities

The role has two aspects; your own portfolio and practice delivery. Across both there are three things that you will do brilliantly:

1) Planner - You design the flow

▸ Scope jobs accurately at the outset and allocate work across the team

▸ Sequence deadlines so that nothing falls behind

▸ Spot potential bottlenecks before they create problems

▸ Use our systems and tools to keep everything visible and moving

2) Controller - You drive practice delivery

▸ Hold the practice to its client deadlines, not just your own portfolio

▸ Manage colleagues' workloads and step in early when timelines are at risk

▸ Keep clients informed so they never need to chase for an update

▸ Be the person the partners rely on to know where everything stands

3) Reviewer - You are the quality check

▸ Apply professional judgement before any work reaches a client

▸ Spot what does not look right, whether in numbers, narrative or tone

▸ Understand where automated tools can fall short and review accordingly

▸ Set the standard that the whole team works to

Qualifications

▸ ACA, CIMA, AAT or ACCA qualified, with solid post-qualification experience in an accountancy practice

▸ Demonstrable experience managing a portfolio of clients across a range of entity types, and a clear understanding of what that involves at busy times of year

▸ Strong technical grounding in statutory accounts, corporation tax and personal tax, with working knowledge of VAT compliance

▸ Experience managing or supervising colleagues, including setting expectations, reviewing work and having constructive conversations when standards are not met

▸ Confident, clear communicator in both writing and conversation, with the ability to explain complex matters in plain language without losing the important detail

▸ Organised and systematic in how you manage your own workload and that of those around you, with a genuine commitment to meeting deadlines

▸ Someone who takes responsibility for problems rather than waiting to be asked

Pay: £46,000.00-£56,000.00 per year

Benefits:

Casual dress
Company events
Company pension
Free parking
Private dental insurance
Private medical insurance
Referral programme

Experience:

Practice management: 2 years (preferred)

Work Location: Hybrid remote in Burnham-on-Sea TA8

Quick apply

Refine Your Search

portfolio manager jobs in bridgwater, som

Client Experience Manager - Delivering accounting & business support

Project Planner

Regional Operations Manager Specialist Division

Operations Manager

Change and Adoption Lead

Territory Manager

Territory Manager

Project Team Manager - 34334

Senior Lettings Manager

Performance Excellence Manager

Mobilisation Chef Manager

SHE Manager

Events & Courses Co‑ordinator (DDSL)

Senior Site Manager

Operations Manager

Finance Manager

General Manager - Taunton

Bar Manager

Prescription Service Specialist

Area Support Manager

I want to receive the latest job alerts for portfolio manager in bridgwater, som

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