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- Tasks: Lead client relationships and drive portfolio growth while mentoring your team.
- Company: Join Northern Accountants, a forward-thinking firm aiming for the top 100 in the industry.
- Benefits: Enjoy a competitive salary, flexible leave, and opportunities for personal development.
- Why this job: Make a real impact by helping clients grow and developing your leadership skills.
- Qualifications: ACCA qualified with strong client management and business development experience.
- Other info: Be part of a dynamic team with exciting career growth opportunities.
The predicted salary is between 40000 - 52000 £ per year.
Be among the first 25 applicants. Direct message the job poster from Northern Accountants Ltd. I work with organisations to harness the potential of their people.
Looking for a role where you can play a key part in both client and business growth? Do you have honed client management skills and looking for an opportunity where you can flex your commercial acumen and lead others to do the same? Passionate about client service, high quality work and fostering long lasting client relationships?
ABOUT THE OPPORTUNITY
As Portfolio Manager, you are responsible for driving the positive performance of the portfolios you and your team are responsible for. This includes client relationship management, production delivery and quality, growth of the portfolios within your team and retention of clients. You are responsible for guiding, empowering and developing your team to deliver the very best services and work to our clients. You will create clarity for what is required, hold your team to account and ensure the right support and training is in place to support their personal success.
KEY RESPONSIBILITIES
- Client Relationship Management & Retention: Ensuring we not only retain but grow our existing client base is key and you will be responsible for ensuring that Pod performance is monitored and ultimately delivered:
- Build and maintain a strong client centric environment where offering exceptional service and ensuring we deliver true value across all touchpoints is paramount.
- Actively monitor clients needs and look for opportunities to add more value, or increase client service.
- Nip client service issues in the bud and demonstrate accountability for resolving them, and mitigating the recurrence where possible.
- Lead the Pod in upselling and cross-selling services to existing clients, identifying opportunities for increased service provision.
- Monitor the production performance and delivery of the team on a daily, weekly and monthly basis.
- Lead through the team when it comes to action and ensure that they are held to account on delivery timescales.
- Manage resource and capacity closely ensuring that we are able to consistently deliver.
- Review and provide feedback on the quality of work produced ensuring high quality standards are maintained.
- Guide and coach our team members on where there are growth opportunities within their portfolios.
- Analyse and report on the portfolio/team performance with clear actions where challenges present themselves in line with our production and growth targets.
- Lead the strategy for growing the existing portfolio as well as looking for other opportunities for the pod to grow.
- Lead and mentor the Pod, ensuring alignment with broader business goals and maintaining a high level of motivation and performance.
- Ensure all our people have a clear set of performance objectives, a personal development plan and have performance meetings in line with our performance management framework.
- Foster a culture of collaboration, accountability, and high performance.
- Champion training and professional development programs to ensure teams maintain and further develop their competence.
- Ensure that internal quality audits are carried out to ensure our standards are maintained.
- Agree realistic financial targets for your portfolios/team that will support the businesses overall goals.
- Manage the budget for your team closely to ensure it stays on track.
- Regularly report on the performance of your portfolios and team in line with financial targets set.
- Take action to maintain performance inline with targets or the budgets set.
- Delivery of the numbers report and reviewing work from your team before being passed to a client.
- The ability to identify improvements we can make to client services.
- Providing effective tax planning which includes basic planning, advanced planning, spotting mitigation opportunities, advising on share structures and other advantageous schemes to clients.
- Ensure the timely and accurate delivery of Year End accounts production and submission, including the following services; Business Taxation Review, Personal Taxation Reviews, Accounts Preparation services, CT Preparation services, Submissions of all statutory accounts, Processing Confirmation statements.
ABOUT YOU
Key Skills, Knowledge and Experience (essential):
- Proven senior leadership and management experience within an accountancy practice, ideally delivering similar services.
- Exceptional client skills with proven experience of helping clients’ businesses to grow and growing a portfolio.
- Demonstrates a service mindset with focus on developing and nurturing positive client relationships.
- Proven experience in business development and strong influencing skills.
- Full ACCA, ACA, CIMA qualification.
- Experience of working in an Accounting Practice.
- High levels of commercial acumen and able to inspire the team to think the same.
- Knowledge of Xero and/or the ability to adapt to use latest software technologies.
- Builds knowledge about the needs of clients and the future of our industry so we can stay ahead of the curve.
- Knowledge of Taxcalc or similar Accounting software.
- Experience at a senior management level.
ABOUT US
We think beyond accounting by putting finance teams into businesses helping them unlock growth with full, affordable accounts teams that support every step of their journey. This is an exciting time to join Northern Accountants! We are on our journey to become a top 100 Accountancy firm and are looking to further invest in our amazing team to help us get there together.
Location: This role will be based from our Head Office Location in Morley, Leeds.
Strictly No Agencies Please.
Job Types: Full-time, Permanent and based on site at Leeds or Beverley.
Pay: £46,000.00-£60,000 per year dependent on experience.
Flexible leave, Career and personal development, Clothing allowance, Company events, Company pension, Free parking, On-site parking, Private medical insurance.
Seniority level: Mid-Senior level.
Employment type: Full-time.
Job function: Finance and Sales.
Industries: Accounting.
Portfolio Manager - ACCA Qualified in Leeds employer: Northern Accountants Ltd
Contact Detail:
Northern Accountants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager - ACCA Qualified in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Portfolio Manager role.
✨Tip Number 2
Show off your skills in interviews! Prepare examples of how you've successfully managed client relationships and driven growth in previous roles. We want to see your commercial acumen in action, so be ready to share those success stories.
✨Tip Number 3
Research the company inside out! Understand Northern Accountants' values, goals, and recent achievements. This will help you tailor your conversations and show that you're genuinely interested in being part of their journey to becoming a top 100 firm.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the role and the company. And remember, apply through our website for the best chance!
We think you need these skills to ace Portfolio Manager - ACCA Qualified in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Manager role. Highlight your client management skills and any experience that showcases your ability to drive growth and lead teams. We want to see how you can contribute to our goals!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for client service and your approach to fostering long-lasting relationships. Let us know why you're excited about joining Northern Accountants and how you can help us grow.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've successfully managed portfolios or improved client satisfaction. We love seeing numbers and results that demonstrate your impact.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Northern Accountants Ltd
✨Know Your Numbers
As a Portfolio Manager, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've managed budgets and achieved financial targets in previous roles. This shows you understand the importance of financial performance in driving business growth.
✨Client-Centric Mindset
Since client relationship management is crucial, prepare examples of how you've successfully built and maintained client relationships. Think about specific instances where you added value or resolved issues effectively. This will highlight your service mindset and ability to nurture long-lasting client connections.
✨Team Leadership Examples
Be ready to share your experiences in leading and developing teams. Discuss how you've motivated your team, set performance objectives, and fostered a culture of accountability. This will showcase your leadership skills and your commitment to team success, which is vital for this role.
✨Stay Ahead of the Curve
Familiarise yourself with the latest trends in accounting and client needs. Be prepared to discuss how you can help the firm stay ahead in the industry. Showing that you’re proactive about learning and adapting will impress the interviewers and align with their vision for growth.
