Vacancy Name
Client Portfolio Manager- Tonypandy
Employment Type
Permanent
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
Manage and grow a personal portfolio of client accounts, ensuring exceptional service and the delivery of all actions, deadlines, and client discussions.
Develop and maintain strong, long-lasting relationships with clients, directors, and staff.
Review team files to ensure compliance with legal, ethical, and statutory regulations, identifying and addressing any issues.
Provide industry-leading insights, advice, and solutions to enhance the firm’s reputation and expand the client base.
Drive efficiency and profitability by implementing best practices and leveraging technology.
Contribute to strategic and business planning, focusing on increasing revenue and profits.
Hold responsibility for managing client relationships, ensuring maximum value, quality, and compliance.
Complete a personal portfolio of client work, offering expert insights and advice to clients.
Partner potential – we are looking for someone who has ambitions to become partner and take over a high value portfolio in years to come.
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.
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