Client Portfolio Manager- Tonypandy
UK Visa Sponsorship Analytics
Occupation TypeBusiness and financial project management professionals
Occupation Code Skill LevelHigher Skilled
Sponsorship Salary Threshold
£56,500
(£28.97 per hour)
Occupation rate applies
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Description
Vacancy Name Client Portfolio Manager- Tonypandy
Vacancy No VN2254
Employment Type Permanent
Duration N/A
Location City Tonypandy
Location Country
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
Vacancy No VN2254
Employment Type Permanent
Duration N/A
Location City Tonypandy
Location Country
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.
- 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.
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
- Critical Illness Cover
- Cash plan
- Cycle to work
- Eye care
- Dental
- subject to exceptions and business needs