Senior Portfolio Manager

Recruiter
Accountancy Recruiters
Location
Watford
Salary
40000.0000
Posted
18 May 2017
Closes
17 Jun 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

If you are looking for an excellent opportunity to join a hardworking and forward thinking Accountancy Practice in Watford then read on.

Our client are looking for a Senior Portfolio Manager, someone experienced in Accountancy Practice and ACA or ACCA Qualified.

They are a hardworking firm the role will be full on and include liaising face to face with clients and winning business.

Responsibilities:

  • Ability to manage a Portfolio of 200 clients
  • Ability to manage final accounts, management accounts and tax for SME's
  • Work to deadlines and manage client accounts delivery
  • Work with clients and deliver management accounts and commentary
  • Excellent communication skills and well presented
  • Progressive person with ability to grow portfolio
  • Networking ability, Sales activity and new client acquisition.
  • Responsibility for achieving revenue targets set out for portfolio.
  • Target size of portfolio £250,000 from which growth will be rewarded.
  • Carrying out sales presentations to new and prospective clients where generated by them/referrals from clients and/or leads provided by the Firm.
  • Maintaining client relationships and recommending ways for the Firm to improve.
  • Responsibility for client deadlines, compliance and correspondence.
  • Planning and reviewing jobs sent to Outsourcers.
  • Communicating with clients and all technical matters expected of a qualified accountant.
  • Identifying opportunities for cross-selling, Tax Planning and other value added services to the existing and new clients.
    Debt collection for clients managed within the portfolio.
  • Excellent client interaction and relationship skills

Personal Attributes:

  • Good with IT and cloud accounting
  • ACA or ACCA Qualified with strong portfolio management experience