At a Glance
- Tasks: Manage client portfolios and build strong relationships while delivering exceptional service.
- Company: Join Xeinadin, a forward-thinking business advisory firm with a collaborative culture.
- Benefits: Enjoy competitive salary, generous leave, pension scheme, and flexible benefits.
- Other info: Dynamic office environment with opportunities for career advancement and personal development.
- Why this job: Lead a high-performing team and make a real impact on client satisfaction and growth.
- Qualifications: ACCA/ACA qualified with at least 3 years of experience in General Practice.
The predicted salary is between 50000 - 65000 £ per year.
- Vacancy Name
- Portfolio Manager- Stonehouse
- Vacancy No
- Employment Type
- Permanent
- Duration na
- Location City
- Stonehouse
- 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 role of the Portfolio Manager is to build and manage client relationships, oversee client portfolios, and deliver an outstanding service that enhances the firm’s reputation and client satisfaction.
This influential leadership position requires a strategic thinker who can inspire a high‑performing team, engage with stakeholders, and drive growth in revenue and profits while aligning with Xeinadin’s vision, mission, and values.
Key Responsibilities
- Manage and grow a personal portfolio of client accounts, ensuring exceptional service and the delivery of all actions, deadlines, and client discussions.
- Develop and maintain strong, long‑lasting relationships with clients, directors, and staff.
- Review team files to ensure compliance with legal, ethical, and statutory regulations, identifying and addressing any issues.
- Provide industry‑leading insights, advice, and solutions to enhance the firm’s reputation and expand the client base.
- Drive efficiency and profitability by implementing best practices and leveraging technology.
- Contribute to strategic and business planning, focusing on increasing revenue and profits.
- Hold responsibility for managing client relationships, ensuring maximum value, quality, and compliance.
- Complete a personal portfolio of client work, offering expert insights and advice to clients.
- Key Requirements
- ACCA/ACA qualified
- At least 3 years PQE working in a General Practice role
- Demonstrable experience leading client relationships
- Being IT savvy and comfortable upgrading and working with technology
- Additional Requirements
- Demonstrated ability to manage and grow client portfolios while delivering exceptional client service.
- Commercial acumen with a detailed, analytical, and strategic approach.
- Proficient in driving efficiency and profitability through innovative practices and technology.
- Strong leadership skills, with the ability to inspire and engage a team.
- Exceptional communication skills, both verbal and written, to build lasting relationships.
- Ethical, professional, and confident decision‑maker.
- Highly organised, decisive, and driven to achieve excellence.
- 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
- subject to exceptions and business needs
- #J-18808-Ljbffr
Portfolio Manager- Stonehouse employer: Xeinadin
Xeinadin is an exceptional employer that prioritises the growth and development of its employees within a collaborative and innovative work culture. Located in Bridgend, we offer competitive salaries, a comprehensive benefits package including a generous pension scheme and enhanced family leave policies, as well as opportunities for continuous learning and professional advancement. Join us to be part of a forward-thinking team dedicated to providing trusted business advice to SMEs while enjoying a supportive environment that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager- Stonehouse
✨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 Portfolio Manager- Stonehouse
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.
