Client Portfolio Manager (GP/Medical Accounts)

Job Title: Client Portfolio Manager (GP/Medical Accounts)
Contract Type: Permanent
Location: Somerset
Salary: 35000 - 55000
Reference: CPMMon1
Contact Name: Jess Powell
Contact Email:
Job Published: November 13, 2019 12:16

Job Description

Role Summary

This role offers a great opportunity for a qualified accountant to work with a portfolio of GP/Medical clients. 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
Fee Target

Location:              Any of the following: Taunton, Glastonbury, Bath, Trowbridge, Chippenham, Swindon

(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 Partner portfolio in the partners absence ensuring that matters are dealt with in a timely manner and that the 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 MHA 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 their behalf as and when needed

Education & Qualifications

  • Qualified ACA/ACCA or qualifed by experience

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
  • Use of Iris practice software
  • Working with medical clients


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



  • Flexible Benefits Scheme (annual renewal, 12 month contract)
  • Buying and selling of holiday days
  • Pension contributions via salary exchange
  • Cycle to Work Scheme
  • Group Personal Pension Scheme via Scottish Widows (subject to auto enrolment rules)
  • Life Assurance – 4 x gross annual salary
  • 25 days holiday
  • Permanent Health Insurance scheme
  • Employee Incentive and Recognition Scheme
  • Interest-free Staff Loans (parking, etc)
  • Job-specific Training and Development
  • One annual professional subscription paid by the company
  • Free eye tests through Haine & Smith or Specsavers
  • Annual Pay reviews
  • Progression opportunities
  • A friendly and supportive environment

Agencies need not apply - Applicants must be have the right to work in the UK