Client Portfolio Manager- Gloucestershire

• Excellent opportunity to further develop your career with a leading firm
• Friendly environment in which to work

About Our Client

Our client is a successful firm of accountants and business advisory with a local feel yet a national presence.

Their mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to their continued growth.

People are at the core of their business helping them drive their business forward. They are able to offer future-focused career opportunities whilst supporting the individual specialisms.

Job Description

* Managing a portfolio of clients, leading client meetings, and advising clients.
* Manage all aspects of client relationship including quoting, agreeing services, invoicing, payment method and annual engagement renewal.
* Assist in the production of Management and Annual Accounts, forecasts and performance reports.
* Build strong relationships with professional contacts, e.g. IFA's, solicitors and financial institutions to encourage referrals and access funding and support for clients.
* Mentor team, providing feedback, training, and support to ensure accurate, efficient, and profitable service.
* Report to the Directors on portfolio performance and internal targets set.

The Successful Applicant

• Demonstrates extensive knowledge and application of current UK accounting standards, tax legislation, technical issues and related matters, and updates team on new developments and standards.
• Commercial, detailed, analytical, driven, ethical, engaging, honest, decisive, professional, confident, organised, strategic.
• Good working knowledge of Excel and ability to learn and use bookkeeping packages such as Sage, Xero, QuickBooks etc.
• ACCA or ACA qualified.
• 3+ years of experience working in a Practice post qualification.
• Experience of overseeing/managing a portfolio of £300k +.

What's on Offer

* 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:
* PMI single or family
* Critical Illness Cover
* Cash plan
* Cycle to work
* Eye care
* Dental
*subject to exceptions and business needs