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Client Portfolio Manager - Practice

Job Title: Client Portfolio Manager - Practice
Contract Type: Permanent
Location: Northamptonshire
Industry:
Salary: 40000 - 48000
Reference: CM-JD
Contact Name: Clare Elsby
Contact Email: clare@elsbyandco.co.uk
Job Published: September 23, 2019 16:39

Job Description

Elsby & Co has an opportunity for a motivated and talented individual who is looking to further their professional career as a Client Manager, working from our recently refurbished offices in Sywell, near Northampton.

The role primarily involves managing a portfolio of clients with responsibility for ensuring the smooth running of the day to day service provided to clients and reporting directly to Partner level. The role will largely involve dealing with the accounting and tax requirements for SMEs, together with ad-hoc projects from time to time.

Elsby & Co are keen to make the most of modern technology and this is reflected in the internal working practices and how the firm works with clients. The role will also involve providing timely management information in keeping with the firm’s pro-active business advisory service, which is a service we are seeking to develop, along with systems improvements, so experience in these areas would be an advantage

The role will provide you with significant client contact and you will be required to supervise and support junior staff members, therefore, strong technical and communication skills are essential.

There is no limit to career progression to Partner level for the right candidate.

Requirements

  • Qualified ACA or ACCA with at least 2 years PQE
  • Previous experience as a Client Portfolio Manager within a practice
  • Previous experience of training and developing junior staff
  • Openness to using modern technology, both for internal efficiencies but also to assist clients in their business practices
  • Interest in networking and developing new contacts and business referrals

If you think we could be the firm for you and you have got what it takes to join our team, then we would like to hear from you. Apply with CV to clare@elsbyandco.co.uk

Want to find out what it is really like to work for us?

Visit our website to view a series of short videos which will give you a glimpse into what it's like to be part of our hard-working, but friendly team.

https://www.elsbyandco.co.uk/about/careers/current-vacancies