Portfolio manager Work, Jobs in Hockley, Ess (with Salaries)

Client Portfolio Manager - Southend-on-Sea
Xeinadin —Southend-on-Sea
- Annual leave
- Employee assistance programme
Partnerships Manager
Bauer Media Outdoor —Southend-on-Sea
- Hybrid work
- Driving
- Contracts
- Negotiation
- Annual leave
- Life insurance
Quick apply
17h
Product Compliance Manager
Pineapple Contracts —Aylesford
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Free parking
- Annual leave
Quick apply
Estate Manager
Bauer Media Outdoor —Southend-on-Sea
- Hybrid work
- Communication skills
- Annual leave
- Life insurance
Quick apply
17h
Project Specification Manager (South West)
Knauf UK & Ireland —Sittingbourne
- £50,000 - £55,000 a year
- Remote
- Sales
- Analysis skills
- Communication skills
- Employee assistance programme
Quick apply
Local Business Manager - Chelmsford
Metro Bank PLC —Chelmsford
- Hybrid work
- Banking
7d
Senior Programme Manager - Estates
NHS Kent and Medway Integrated Care Board —Maidstone
- £66,582 - £77,368 a year
- Full-time
4d
Skills & Development Coach
First Intuition —Chelmsford
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
7d
CDC Imaging Manager
The Princess Alexandra Hospital NHS Trust —Epping
- £57,528 - £64,750 a year
- English
- Annual leave
1d
Project Manager
Schawk UK Limited —Witham
- Customer service
- Microsoft Office
- Continuous improvement
Quick apply
Property Manager (Block Management) (Full-time)
Pace property lettings and management ltd —Southend-on-Sea
- £30,000 - £35,000 a year
- Full-time
- Management
- Administrative experience
- IT
Quick apply
3d
Business Manager: Radiotherapy
Teledyne Technologies Inc. —Chelmsford
- Full-time
- Sales
- English
- Travel
Social Media & Events Co-ordinator
CLS Money —Rayleigh
- Social media management
- Organisational skills
- Communication skills
Business Development Manager
Flexiteek International Limited —Maldon
- From £40,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Microsoft Office
- Life insurance
- Sick pay
Quick apply
2d
Regulatory Affairs Manager
Valorem Distribution —Greenhithe
- £45,000 - £65,000 a year
- Full-time
- Hybrid work
- English
- Organisational skills
- In-person
Quick apply
8d
Junior Communications Officer
Medway Council —Chatham
- £32,378 a year
- No degree
- Time management
DVP, Business Manager, Alphasense
AMETEK, Inc. —Braintree
- Management
- Sales
- Master's degree
Product Manager, Risk & Fraud
Fiserv —Basildon
- Full-time
- Sales
- Master's degree
- Bachelor's degree
Foreign Exchange Compliance Manager
Bibby Financial Services —Brentwood
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- Financial services
Quick apply
Copy of Education Catering Area Support Manager
Caterlink —Southend-on-Sea
- Full-time
- Employee assistance programme
- Employee discount
Quick apply
3d

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Client Portfolio Manager - Southend-on-Sea

Xeinadin -
Southend-on-Sea

Apply Now

Job details

Permanent

Benefits

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

Full job description

Vacancy Name

Client Portfolio Manager - Southend-on-Sea

Vacancy No

VN2181

Employment Type

Permanent

Duration

N/A

Location City

Southend-On-Sea

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 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.

Key Requirements

ICAEW, ACCA or IFA fully qualified.

4+ years practice experience preferred

Additional Requirements

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 on portfolio performance and internal targets set

Model

Office Based

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

Refine Your Search

portfolio manager jobs in hockley, ess

Client Portfolio Manager - Southend-on-Sea

Partnerships Manager

Product Compliance Manager

Estate Manager

Project Specification Manager (South West)

Local Business Manager - Chelmsford

Senior Programme Manager - Estates

Skills & Development Coach

CDC Imaging Manager

Project Manager

Property Manager (Block Management) (Full-time)

Business Manager: Radiotherapy

Social Media & Events Co-ordinator

Business Development Manager

Regulatory Affairs Manager

Junior Communications Officer

DVP, Business Manager, Alphasense

Product Manager, Risk & Fraud

Foreign Exchange Compliance Manager

Copy of Education Catering Area Support Manager

I want to receive the latest job alerts for portfolio manager in hockley, ess

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