Portfolio manager carmarthen Work, Jobs in Crosshands, Cmn (with Salaries)

Portfolio Manager- Carmarthen
Xeinadin —Carmarthen
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
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Portfolio Manager- Carmarthen

Xeinadin -
Carmarthen

Apply Now

Job details

Permanent

Benefits

Additional leave
Cycle to work scheme
Annual leave
Company pension
Employee assistance programme
Employee discount
Sick pay

Qualifications

Public accounting
Client engagement
Management accounts preparation
ACA
Management accounting expertise
Financial statement preparation
Relationship management
Account management
Leadership
Team motivation leadership
Communication skills

Full job description

Vacancy Name

Portfolio Manager- Carmarthen

Vacancy No

VN2357

Employment Type

Permanent

Duration

N/A

Location City

Carmarthen

Location Country

United Kingdom

Company Description

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.

Description

The role of the Portfolio Manager is to build and manage client relationships, oversee client portfolios, and deliver an outstanding service that enhances the firm’s reputation and client satisfaction. This influential leadership position requires a strategic thinker who can inspire a high-performing team, engage with stakeholders, and drive growth in revenue and profits while aligning with Xeinadin’s vision, mission, and values.

Key Responsibilities

To take on a portfolio of clients building relationships and liaising with

clients on matters relating to their business and financial affairs.

Prepare quality Accounts for final review by SMT.

To communicate to SMT anything which is not understood, or which is

inconsistent with expectations.

Prepare Management Accounts as assigned.

To supervise ad hoc work for clients.

To maintain the highest standards of technical performance.

To develop the value-added culture and actively promote new areas of work.

Achieve your personal output target and reduce office deficits.

Draft management letters for clients under your control.

To prepare budgets, agree fees, take responsibility for work in progress/debtors and losses on work under your control.

Prepare Personal Tax Returns for your portfolio of clients.

Stay up to date with digital accounts trends.

Maintain CPD records to be reviewed by R.I when requested.

To develop the value-added culture within Xeinadin and actively promote new areas of work.

Assist in developing the Carmarthen office attracting new clients/fees.

Key Requirements

ACCA/ACA qualified

At least 4-5 years PQE working in a General Practice role in a mid-tier firm

Demonstrable experience leading client relationships

Being IT savvy and comfortable upgrading and working with technology

Additional Requirements

Demonstrated ability to manage and grow client portfolios while delivering exceptional client service.

Commercial acumen with a detailed, analytical, and strategic approach.

Proficient in driving efficiency and profitability through innovative practices and technology.

Strong leadership skills, with the ability to inspire and engage a team.

Exceptional communication skills, both verbal and written, to build lasting relationships.

Ethical, professional, and confident decision-maker.

Highly organised, decisive, and driven to achieve excellence.

Model

Hybrid

Salary

Competitive

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

Apply Now

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portfolio manager carmarthen jobs in crosshands, cmn

Portfolio Manager- Carmarthen

Project Co-ordinator

Waste Services Manager

Property Repairs Surveyor

FCERM Project Support Officer

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