Client Portfolio Manager - Southend-on-Sea

Vacancy Name

Client Portfolio Manager \- Southend\-on\-Sea

Vacancy No

VN2181

Employment Type

Permanent

Duration

N/A

Location City

Southend\-On\-Sea

Location Country

United Kingdom

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 Client Portfolio Manager is responsible for overseeing a portfolio of clients, ensuring the delivery of high\-quality work and exceptional service. This involves managing your own workload, reviewing and allocating tasks to junior team members, and being a role model for the vision, mission, and values of the organisation. The Client Portfolio Manager will focus on delivering work that meets compliance standards, client expectations, and deadlines, while fostering team development and efficient working practices.

Key Responsibilities

• Provide outstanding service to a portfolio of clients, ensuring their needs and expectations are exceeded.


• Build and maintain strong, lasting relationships with clients to facilitate the smooth completion of tasks and the identification of future business opportunities.


• Manage and oversee an allocated client portfolio, ensuring the delivery of quality work that meets statutory deadlines and compliance requirements.


• Ensure the timely submission of client documentation to meet deadlines.


• Review and oversee the quality of work produced by the team to ensure compliance with internal standards and external regulations.


• Provide feedback and identify development areas for junior team members.


• Regularly review client files to ensure high\-quality outputs, highlighting any issues and taking necessary actions for improvement.


• Act as a mentor and support to junior team members, assisting in their professional development.


• Offer guidance and feedback to junior staff, encouraging growth and helping them meet performance expectations.


• Communicate ideas for process improvements to managers, ensuring the team continuously enhances efficiency.


• Ensure effective planning processes are in place to meet client needs and statutory deadlines.


• Assist in researching and preparing proposals for new work.


• Participate in formal presentations to potential clients, representing Xeinadin professionally.


• Ensure that both self and team members adhere to all relevant legal and statutory requirements in every task.


• Follow and implement best practice for legal compliance and audit procedures.


• Record chargeable time accurately and work towards maximising recovery of billable hours.


• Actively contribute to the achievement of business and financial goals.


• Deliver the Xeinadin vision and values in all aspects of work, representing the firm internally and externally in a professional manner.


• Hold client meetings to review performance and set targets.


• Review work for Juniors and assist with their training and development.


• Build strong relationships with professional contacts, e.g. IFA's, solicitors and financial institutions to encourage referrals and access funding and support for clients.


• Manage all aspects of client relationship including, quoting, agreeing services, invoicing, payment method and annual engagement renewal.


• Report to the Partner/Director.


• Assist in the production of Accounts and Corporate Tax Returns for Clients.

Key Requirements

• ICAEW, ACCA or IFA fully qualified.

Additional Requirements

• Extensive audit experience with a wide range of clients, from small businesses to larger enterprises.


• Strong understanding of statutory regulations and compliance requirements.


• Commercially aware, with a keen understanding of client requirements and industry best practices.


• Strong interpersonal skills with the ability to build relationships and communicate effectively with both clients and team members.


• Demonstrated leadership abilities in managing and mentoring junior team members.


• Ability to give clear feedback and support the development of team members.


• Organised, detail\-focused, and able to meet deadlines under pressure.


• Proactive, decisive, and adaptable to changing client needs and work environments.


• Ambitious with a resilient mindset and a drive for continuous improvement.


• Commercially minded and client\-focused, with a strong desire to grow the business.


• Professional, confident, and ethical in all dealings.

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

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