Client Portfolio Manager

Job Title: Client Portfolio Manager
Contract Type: Permanent
Location: Trowbridge
Reference: TRCPM
Contact Name: Jess Powell
Contact Email:
Job Published: October 10, 2019 11:48

Job Description

Role Purpose

This role offers a great opportunity to work with a wide variety of clients as well as directly with a Partner. Working closely with one of the Partners, this role will deliver a comprehensive, client focussed service to a designated portfolio, supporting the organisation to achieve the goals as laid out in the business plan.

Role Dimensions

Reports to:          Partner

Budgets:              Personable chargeable unit budget and Fee Target

Location:              Various (with flexibility to travel to other offices and client premises when required)

Specific Duties & Responsibilities

  • Maintaining a productive relationship with all clients in agreed portfolio, maintaining regular contact, completing all complex accounts work and tax issues, dealing with any specific queries or problems using available specialist skills and knowledge as required
  • Acting as a point of contact for GP Partner portfolio in the partners absence ensuring that matters are dealt with in a timely manner and that the GP Partner is aware of any outstanding queries
  • Ensuring that appropriate information is fed into the compliance team in a timely manner to ensure that the team’s work can be effectively scheduled allowing the assessment of resources and time requirements, including flexibility to deal with new clients, additional work, or busy periods
  • Completing more complex accounts work for clients as required by the Partner, where it is not appropriate for the activities to be completed in the compliance centre
  • Visiting clients to discuss their requirements, providing the most appropriate advice and support as required which may include actively promoting Monahans services
  • 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.
  • Monitoring the achievement of the chargeable units budget, ensuring work is completed within deadlines allocated
  • Ensuring that all fee notes are generated and sent out in line with partner and client requirement
  • Undertaking ad-hoc project work as required by the Partner, assisting clients on his behalf as and when needed

Business Development

  • Being proactive in identifying opportunities for the provision of additional services
  • Working with the partners to expand the portfolio of clients through the development of external business contacts, networks and direct contact
  • Generating new ideas and approaches to client concerns or issues
  • Actively supporting all sales, promotional, marketing and networking activities of the organisation either to current clients or targets

Following Procedures

  • Complying with procedures required under Practice Assurance and the Money Laundering Regulations
  • Maintaining a personal CPD record and keeping up to date in order to be able to sign the annual CPD Certificate as required by your institute or to meet the firm’s obligations under Practice Assurance

PERSON SPECIFICATION – Client Portfolio Manager

Education & Qualifications

  • Qualified ACA/ACCA

Experience & Knowledge

  • At least 5 years relevant experience in a client-facing role
  • Excellent working IT knowledge (word/excel, etc)


  • 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
  • Creative – ideas to assist in meeting client expectations
  • Demonstrates personal effectiveness and seeks out development opportunities when appropriate

Personal Circumstances

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