At a Glance
- Tasks: Manage client portfolios, ensuring top-notch service and compliance.
- Company: Join Xeinadin, a forward-thinking accountancy firm with a collaborative culture.
- Benefits: Enjoy competitive salary, generous leave, and flexible benefits.
- Other info: Dynamic role with opportunities for professional development and career growth.
- Why this job: Make a real impact by helping clients grow and succeed.
- Qualifications: ICAEW, ACCA or IFA qualified with 4+ years of 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 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, payment method and annual engagement renewal.
- Report to the Directors on portfolio performance and internal targets set.
Model Office Based
Salary Competitive
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 x4 annual salary
- Enhanced family leave policies
- Enhanced Company Sick Pay
- Employee Assistance Programme – 24/7 support, free and confidential
- Corporate Discounts Platform
- Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:
- Critical Illness Cover
- Cash plan
- Cycle to work
- Eye care
- Dental
Client Portfolio Manager - Southend-on-Sea employer: Xeinadin
Xeinadin is an exceptional employer located in Southend-on-Sea, offering a collaborative and supportive work culture that prioritises employee growth and development. With a commitment to providing trusted business advice to SMEs, employees benefit from competitive salaries, a comprehensive pension scheme, and generous annual leave, alongside unique perks such as enhanced family leave policies and a flexible benefits platform. Join us to be part of a forward-thinking team that values innovation and fosters strong relationships within a close-knit community.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager - Southend-on-Sea
✨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 Client Portfolio Manager role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to introduce yourself. Have a quick, engaging summary of who you are and what you bring to the table ready to go. Make it memorable!
✨Tip Number 3
Research the company inside out. Know their mission, values, and recent achievements. This will not only help you tailor your conversations but also show that you're genuinely interested in being part of their team at Xeinadin.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining us at Xeinadin and ready to contribute to our vision and values.
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 is tailored to the Client Portfolio Manager role. Highlight your relevant experience, especially in managing client portfolios and delivering excellent service. We want to see how your skills align with our mission at Xeinadin!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Don’t forget to mention your qualifications like ICAEW or ACCA, as they’re key for us.
Showcase Your Team Spirit:We value collaboration, so make sure to highlight any experiences where you've worked well in a team. Share examples of how you've supported junior colleagues or built strong relationships with clients – it’s all about teamwork!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our community!
How to prepare for a job interview at Xeinadin
✨Know Your Clients
Before the interview, research Xeinadin's client portfolio and understand the types of businesses they work with. This will help you demonstrate your ability to manage client relationships effectively and show that you're genuinely interested in their mission.
✨Showcase Your Compliance Knowledge
As a Client Portfolio Manager, compliance is key. Brush up on relevant regulations and standards that affect the industry. Be prepared to discuss how you've ensured compliance in your previous roles and how you can apply that knowledge at Xeinadin.
✨Demonstrate Leadership Skills
Since the role involves managing a team, think of examples where you've successfully led or mentored others. Highlight your ability to provide constructive feedback and support junior team members in their development during the interview.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about Xeinadin's culture, team dynamics, and future goals. This shows your enthusiasm for the role and helps you assess if the company aligns with your career aspirations.
