Department: Advice, Audit & Accounts
Employment Type: Permanent – Full Time
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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Contact Detail:
Moore Kingston Smith Recruiting Team