Department: Advice, Audit & Accounts
Location: St Albans
Compensation: £60,000 - £63,000 / year
Description
Due to continued growth in the last 2 years we are looking for a full time SME portfolio manager to join our team.
The successful candidate will be a positive, organised and details-oriented person who manages their time effectively and has excellent communication and interpersonal skills. Strong IT skills are required; however, all in-house systems training will be provided.
Our client base is made up of a range of SME’s and includes, manufacturers, a wide range of professional service firms, IT developers, property investors and developers, hospitality businesses and not for profit entities. You will be in direct contact with clients face-to-face, over the phone/video meetings and by email, and so excellent written and verbal communication skills are essential.
Key Responsibilities
* Effectively control own portfolio including everything from staff planning, management of WIP and billing
* Build and further develop client relationships with existing and new clients
* Display a strong commercial awareness in fee development
* Present for partner review, complete files to a high standard
* Display pro-active awareness of current relevant legislation, compliance standards
* Raise high quality business correspondence
* Act as the main point of contact for compliance queries from clients within portfolio
* Quote and estimate fees within your level of authority
* Meeting clients to pitch and tender for new work and putting together associated documents
* Business development – attend new client meetings and networking events
* Good awareness of cloud-based accounting techniques and systems
* Effectively delegate work to, and mentor, the team
* Provide feedback to junior and senior team members of quality of work/performance
* Manage the team including monitoring work in progress and work standards.
Skills, Knowledge and Expertise
* Confident, articulate and an effective communicator at all levels
* ACA/ACCA Fully Qualified
* Up to date knowledge of corporate and personal taxes
* Strong time management skills
* Previous management experience
* Commercial and proactive approach to client development
Benefits
* 25 days annual leave plus three days off at Christmas
* Option to buy/sell additional days
* Hybrid Working
* Life cover
* Critical Illness cover
* Income protection
* Pension Scheme
* Wellbeing support, including generous absence pay, access to Digicare+ and an Employee Assistance Programme
* Weddings & birth vouchers
* Loyalty awards
* Employee & client referral awards
* Professional subscriptions
* Salary reviews twice a year
* Community volunteer scheme
* Fundraising matching
* Perkbox
* Eye Tests
* Cycle to work
A wide range of flexible benefits, including interest free loans for:
* Health Assessments
* Dental
* Gym memberships
* Cancer screening
* Genetic wellness tests
* Phones, laptops, tablets and computers
* Wearables
* Office furniture
* Cycle insurance
* Pet insurance
* Will writing
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