Assistant Client Portfolio Manager

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ROLE PROFILE

Assistant Client Portfolio Manager - Bath

Role Purpose

This role offers a great opportunity to work with a wide variety of clients as well as directly with a Client Portfolio Manager and Partner/Director, to deliver a comprehensive, client focussed service to a designated portfolio.

Role Dimensions

Reports to: Partner / Director (location dependent)
Direct reports: None
Budgets: Personable chargeable unit budget
Fee Target
Location: Principally Bath (with flexibility to travel to other offices and client premises when required)
Portfolio size: £100k (starter) to ca £300k (depending upon number and size of clients and after agreed bedding in period if required)

Core Competencies

Client Service
• Develops strong client relationships
• Produces high quality client deliverables within planned timescales
• Innovates new approaches to improve client service/efficiency
• Understands our business model and job economics
• Takes responsibility for risk processes such as KYC and engagement letters
• Meets team specific performance targets, such as chargeable hours and job recoveries

People & Leadership
• Meeting with and giving full support to employees who work on your client's work, giving support, feedback and direction as required. Ensure feedback is provided to the Partner as appropriate.
• Providing coaching and mentoring to more junior team members proactively supporting their development
• Leads, motivates and develops teams and creates an inclusive environment
• Acting as a role model and living the values
• Supports new team members
• Continues to develop personal brand

Business Development
• Proactively contributes to business development
• Demonstrates knowledge of Monahans, our clients, and our markets, through business development
• Continues to grow internal network
• Continues to develop external network

Knowledge Acquisition
• Builds client relationship skills
• Continues to build technical expertise
• Builds broader business advisory and people management skills
• Continues to build sector/specialism knowledge
• Identifies and attends relevant courses

Main Duties and Responsibilities
• Maintaining a productive relationship with key clients, maintaining regular contact, dealing with any specific queries or problems using available specialist skills and knowledge as required
• Analysing, interpreting and auditing the range of data supplied by clients
• Producing draft year end and management accounts from a wide variety of data with clear net working papers to reflect the accounts produce and ensuring clear cross referencing.
• Completing basic tax computations
• Completing details schedules for each set of accounts to ensure the analysis is correct and logical as required.
• Composing correspondence to clients, tax office, registrate of companies and others
• Working with the partner to plan, manage and prioritise work, deadlines and requirements providing information for billing purposes.
• Working as part of a team with the other managers, partners/director and staff to ensure the department as a whole meets its objectives and all client demands are exceeded etc and dealing with differences.
• Ensuring each individual working on jobs with you is clear on expectations and timescales, is properly trained and receives constructive feedback.
• Ensuring work conducted to correct standard and accounts preparation is accurate and meaningful for the type of industry. To be able to answer staff and client technical queries and make technical decisions. To have the technical knowledge to resolve client issues.

PERSON SPECIFICATION - Assistant Client Portfolio Manager

Criteria

Essential

Desirable

Education & Qualifications
• Qualified AAT
OR
• Qualified by experience
• Qualified ACA/ACCA

Experience & Knowledge
• Preparation of statutory accounts
• Preparation of corporation tax computations

• Dealing with owner managed businesses.
• Use of Sage Instant/Line 50
• Xero / QBO
• Use of Iris practice software

Skills & Abilities
• Effective communication skills, written and verbal
• Good customer care skills
• Excellent prioritisation and time management skills
• Able to work in an organised manner to strict deadlines - planning, diary management, department systems set up and maintenance
• Excellent influencing skills both on an internal and client-facing basis

Disposition & Attitude
• Positive and outgoing
• Self sufficient when necessary and able to work alone for periods of time
• Pro-active and willing to take responsibility for own areas of work - not waiting to be asked to undertake key responsibilities
• Tact and diplomacy - able to explain issues to colleagues, partners & clients
• Organised, methodical, detail conscious
• Self confident and able to demonstrate effective use of personal judgement
• Flexibility - able to deal with changing priorities, deadlines and circumstances, willing to work with others
• Discreet and confidential - able to stand their ground where necessary regarding queries from others

Personal Circumstances
• Mobility across Monahans offices and client sites
• Ability to work outside of normal office hours to meet client expectations

Stepping Stones

Where does this lead to?

If you wish to progress beyond Assistant Client Portfolio Manager, the potential options could be:
• Assistant Manager Business Services (lateral move)
• Business Services Manager
• Client Portfolio Manager

Progression into a specialist role (eg personal or corporate tax consultancy, insolvency) may also be an option but may require additional qualifications (eg CTA)

OUR VALUES

OUR BEHAVIOURS

What do they mean to us?

Integrity

We do what we say we're going to do
• Deliver to deadlines, managing expectations appropriately
• Communicate openly and honestly, even when conversations might be difficult
• Operate with trust and transparency, respecting confidentiality
• Take accountability for our actions

Client Focussed

We put our clients at the heart of everything we do
• Proactive in working with our clients
• Curious, asking questions to understand how best we can meet their needs

Respectful

We treat others as we would like to be treated
• Value our individual differences
• Listen to others, with patience and understanding

Innovative

We focus on creating and delivering value
• We are forward thinking and proactive in looking for best practice
• Believe in continuous improvement

Collaborative

Teamwork is the key to our success
• Supportive of each other and lend a hand when others are busy
• Inclusive, in our thinking and our actions - One Team!

Approachable

We build great relationships, based on support and understanding and a can-do attitude
• Are Friendly, warm and welcoming
• Are Proud of what we do