Client Portfolio Manager - St. Albans, United Kingdom - Holden Jones Ltd

Holden Jones Ltd

Verified Company

St. Albans, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

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Description

This 8 Partner firm of chartered accountants takes a refreshingly modern approach to accountancy. They work closely and proactively with clients to help them remain compliant, manage their finances and achieve their ambitions. The team pride themselveson being approachable and offering 'down to earth' advice.
Working from contemporary office in the heart of St Albans, Hertfordshire, you will be welcomed into our ever-growing team. Regardless of your role you can expect to be fully supported in developing your career. We operate a hybrid working pattern with theopportunity to combine office and client working with some home working.

Helping to strike an all-important work-life balance our social committee also regularly organise evenings and outings, creating a fun and inclusive place to work.

Job Description:

Our client is looking for a highly motivated individual will have responsibility for a full portfolio of SME general practice clients and will take full responsibility for client requirements.

They will be commercial and proactive in fee development and regularlyattend networking and BD events/functions.

Personal:

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 proactive 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 cloudbased accounting techniques and systems

Team:

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.

You are
ACA/ACCA/CIMA Fully Qualified with 3+ years post qualification experience within a practice environment with current knowledge of corporate and personal taxes
What's on Offer

Up to £60,000 salary
Pension with optional salary exchange scheme
Life Insurance at four times basic annual salary
Income Protection Insurance
Annual leave starting at 25 days (plus Statutory Bank Holidays), increasing with length of service
Professional subscription fees paid
Benefits platform offering discounts, wellness platform, additional holiday purchase, cycle to work scheme
Generous recruitment referral scheme
Social committee organising numerous subsidised events
Hybrid working for most roles
Casual dress
Kitchen stocked with fruit, snacks and breakfast items plus hot and cold drinks
Flu vaccination