Business Portfolio Manager

Business Portfolio Manager

St Albans Full-Time No home office possible
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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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Contact Detail:

Moore Kingston Smith Recruiting Team

Business Portfolio Manager
Moore Kingston Smith
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