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, and flexible benefits tailored to your needs.
- Other info: Great career progression opportunities, including potential partnership.
- Why this job: Make a real impact in a leadership role and drive growth for clients and the firm.
- Qualifications: ACCA/ACA qualified with 4-5 years of experience in a General Practice role.
The predicted salary is between 45000 - 55000 £ per year.
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.
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.
- Partner potential – we are looking for someone who has ambitions to become partner and take over a high value portfolio in years to come.
- ACCA/ACA qualified.
- At least 4‑5 years PQE working in a General Practice role in a mid‑tier firm.
- Demonstrable experience leading client relationships.
- Being IT savvy and comfortable upgrading and working with technology.
- 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.
- 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
Salary: Competitive
Client Portfolio Manager- Tonypandy employer: Xeinadin
Xeinadin is an exceptional employer that prioritises the growth and well-being of its employees, offering a collaborative work culture in Tonypandy. With a strong focus on career development, competitive benefits including a generous pension scheme and enhanced family leave policies, and a commitment to providing industry-leading insights, Xeinadin empowers its team to build meaningful client relationships while driving personal and professional success.
