At a Glance
- Tasks: Manage client portfolios, ensuring high standards and excellent service delivery.
- Company: Join Xeinadin, a forward-thinking business advisory firm with a collaborative culture.
- Benefits: Enjoy a permanent role with opportunities for professional growth and development.
- Other info: Build strong relationships and develop your skills in a dynamic environment.
- Why this job: Make a real impact by helping clients grow and succeed in their businesses.
- Qualifications: ICAEW, ACCA or IFA qualified with 4+ years of practice experience preferred.
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 to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It’s our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms. Our regional offices of over 3000 colleagues operate collaboratively, combining collective expertise to maximise potential.
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.
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 the client ensuring that the day to day is delivered ensuring 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.
Qualifications
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.
Client Portfolio Manager - Southend-on-Sea employer: Xeinadin
Xeinadin is an exceptional employer that prioritises the growth and development of its employees, offering a collaborative work culture in Southend-on-Sea. With a commitment to providing trusted business advice to SMEs, the company fosters strong relationships and supports individual specialisms, ensuring that team members are equipped with the skills and knowledge needed to excel. Employees benefit from future-focused career opportunities and a supportive environment that values innovation and quality service delivery.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager - Southend-on-Sea
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Xeinadin. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Portfolio Manager - Southend-on-Sea
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Xeinadin.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Xeinadin's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Xeinadin
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Xeinadin.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Xeinadin will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Xeinadin employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
