At a Glance
- Tasks: Manage client portfolios, ensuring top-notch service and compliance while mentoring junior team members.
- Company: Join Xeinadin, a forward-thinking accountancy firm focused on innovative business advice.
- Benefits: Enjoy 25 days annual leave, a pension scheme, and enhanced family leave policies.
- Other info: Dynamic workplace with opportunities for professional development and career growth.
- Why this job: Make a real impact by helping SMEs grow and thrive in a collaborative environment.
- Qualifications: ICAEW, ACCA or IFA qualified with 4+ years of practice experience.
The predicted salary is between 40000 - 50000 £ per year.
Company Description
Xeinadin was established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re‑imagine the future of accountancy. Our collective mission is to provide locally forged, trusted business advice to SMEs through forward‑thinking, close‑knit relationships that remain pivotal to our growth. It is our people who drive our business forward, and we offer them future‑focused career opportunities whilst supporting individual specialisms. Our regional offices house over 3000 colleagues operating collaboratively, combining collective expertise to maximise potential.
Job Description
The Client Manager is responsible for the production of high standards of departmental work. This means completing their own workload, allocating and reviewing the work of team members and being a strong role model for the vision, mission and values of the organisation. The role requires a quality‑focused individual who is organised and deadline‑driven.
Key Responsibilities
- Provide an excellent level of service to a small portfolio of clients which meets and exceeds their expectations.
- Manage an allocated client portfolio in a manner which ensures that the required standards of compliance and service are achieved and sustained at all levels.
- Support the Director to ensure day‑to‑day activities are completed within the timeframes and requirements set.
- Ensure planning processes meet client needs and statutory deadlines.
- Review team files to ensure all standards, quality and compliance requirements are met and issues identified.
- Give feedback on the quality and standard of work produced by junior team members and highlight areas for development.
- Develop skills and knowledge relevant to a full range of clients and utilise that knowledge to deliver a great service and to develop colleagues.
- Build strong relationships with managers, team members and clients to facilitate the completion of work to deadlines.
- Ensure the correct client documentation is received in a timely and efficient manner to ensure deadlines can be met.
- Ensure self and team members follow all legal and statutory requirements.
- Develop own and team members’ systems knowledge and expertise to improve utilisation.
- Communicate challenges, opportunities and ideas for improvement to managers to improve working practices.
- Represent Xeinadin to clients ensuring that the day‑to‑day is delivered with a focus on innovation and the future.
- Deliver the Xeinadin vision and values.
- Represent the firm internally and externally in a professional manner through appearance, conduct and attitude.
Key Requirements
- ICAEW, ACCA or IFA fully qualified.
- 4+ years practice experience preferred.
Additional Requirements
- Manage a portfolio of clients and advise on all aspects of their business to help them grow, reduce tax and plan for the future.
- Hold client meetings to review performance and set targets.
- Review work for juniors and assist with their training and development.
- Build strong relationships with professional contacts.
- Manage all aspects of client relationship including quoting, agreeing services, invoicing, payment method and annual engagement renewal.
- Report to the directors on portfolio performance and internal targets set.
Benefits
- Company Pension Scheme.
- 25 days of annual leave + bank holidays.
- Additional annual leave days from certain levels of seniority.
- Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum.
- Business closure over Christmas.
- Life Assurance equivalent to four annual salaries.
- Enhanced family leave policies.
- Enhanced Company Sick Pay.
- Employee Assistance Programme – 24/7 support, free and confidential.
- Corporate Discounts Platform.
- Critical Illness Cover.
- Cash plan.
- Cycle to work.
- Eye care.
- Dental.
Client Portfolio Manager - Southend-on-Sea employer: Xeinadin Group
Xeinadin is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive work culture where collaboration and innovation thrive. With a strong focus on professional development, employees benefit from tailored career opportunities, comprehensive training, and a generous benefits package including enhanced family leave and a company pension scheme. Located in Southend-on-Sea, Xeinadin fosters close-knit relationships with clients and colleagues alike, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager - Southend-on-Sea
✨Tip Number 1
Networking is key! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to current employees at Xeinadin on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching Xeinadin's values and mission. Think about how your experience aligns with their focus on providing excellent service to clients. We want to see you demonstrate that you’re not just a fit for the role, but for the company culture too!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. This will help you articulate your thoughts clearly and confidently. Remember, we want to see your personality shine through, so don’t be afraid to show us who you are!
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in the interviewer's mind. And hey, if you haven’t already, apply through our website for a smoother process!
We think you need these skills to ace Client Portfolio Manager - Southend-on-Sea
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Portfolio Manager role. Highlight your qualifications like ICAEW, ACCA, or IFA, and showcase your practice experience to grab our attention!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about working with SMEs and how you can contribute to our mission at Xeinadin. Keep it engaging and personal!
Showcase Your Team Spirit:We love candidates who can work collaboratively! Mention any experiences where you've built strong relationships with clients or team members, as this aligns perfectly with our values at Xeinadin.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Xeinadin Group
✨Know Your Stuff
Make sure you’re well-versed in the key responsibilities of a Client Portfolio Manager. Brush up on your knowledge of compliance standards, client relationship management, and how to provide exceptional service. Being able to discuss these topics confidently will show that you’re serious about the role.
✨Showcase Your Experience
Prepare specific examples from your past work that demonstrate your ability to manage a portfolio of clients effectively. Highlight instances where you exceeded client expectations or improved processes. This will help the interviewers see how your experience aligns with their needs.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s vision and how they support their employees' growth. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values.
✨Be a Team Player
Since the role involves working closely with team members and junior staff, emphasise your collaborative skills. Share examples of how you’ve mentored others or contributed to a team’s success. This will highlight your ability to fit into their close-knit environment.
