Business Portfolio Manager

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

1. Effectively control own portfolio including everything from staff planning, management of WIP and billing
2. Build and further develop client relationships with existing and new clients
3. Display a strong commercial awareness in fee development
4. Present for partner review, complete files to a high standard
5. Display pro-active awareness of current relevant legislation and compliance standards
6. Raise high-quality business correspondence
7. Act as the main point of contact for compliance queries from clients within the portfolio
8. Quote and estimate fees within your level of authority
9. Meet clients to pitch and tender for new work and put together associated documents
10. Business development – attend new client meetings and networking events
11. Good awareness of cloud-based accounting techniques and systems
12. Effectively delegate work to, and mentor, the team
13. Provide feedback to junior and senior team members on the quality of work/performance
14. Manage the team including monitoring work in progress and work standards.

Skills, Knowledge and Expertise

1. Confident, articulate, and an effective communicator at all levels
2. ACA/ACCA Fully Qualified
3. Up-to-date knowledge of corporate and personal taxes
4. Strong time management skills
5. Previous management experience
6. Commercial and proactive approach to client development

Benefits

1. 25 days annual leave plus three days off at Christmas
2. Option to buy/sell additional days
3. Hybrid Working
4. Life cover
5. Critical Illness cover
6. Income protection
7. Pension Scheme
8. Wellbeing support, including generous absence pay, access to Digicare+ and an Employee Assistance Programme
9. Weddings & birth vouchers
10. Loyalty awards
11. Employee & client referral awards
12. Professional subscriptions
13. Salary reviews twice a year
14. Community volunteer scheme
15. Fundraising matching
16. Perkbox
17. Eye Tests
18. Cycle to work

A wide range of flexible benefits, including interest-free loans for:

1. Health Assessments
2. Dental
3. Gym memberships
4. Cancer screening
5. Genetic wellness tests
6. Phones, laptops, tablets and computers
7. Wearables
8. Office furniture
9. Cycle insurance
10. Pet insurance
11. Will writing

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