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 detail-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 SMEs 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, 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 and compliance standards.
* Raise high-quality business correspondence.
* Act as the main point of contact for compliance queries from clients within the portfolio.
* Quote and estimate fees within your level of authority.
* Meet clients to pitch and tender for new work and put 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 on the 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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