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 Manager is responsible for the production of high standards of departmental work. This means completing their own workload, allocating and reviewing the work of team members and being a strong role model for the vision, mission and values of the organisation. The role requires a quality focused individual who is organised, and deadline driven.

Key Responsibilities
• Provide an excellent level of service to a small portfolio of Clients which meets and exceeds their expectations.
• Manage an allocated Client portfolio in a manner which ensures that the required standards of compliance and service are achieved and sustained at all levels.
• Support the Director to ensure day to day activities are completed within the timeframes and requirements set.
• Ensure planning processes meet client needs and statutory deadlines.
• Review team files to ensure all standards, quality and compliance requirements are met and issues identified.
• Give feedback on the quality and standard of work produced by junior team members and highlight areas for development.
• Develop skills and knowledge relevant to a full range of clients and utilise that knowledge to deliver a great service and to develop colleagues.
• Build strong relationships with Managers, team members and clients to facilitate the completion of work to deadlines.
• Ensure the correct client documentation is received in a timely and efficient manner to ensure deadlines can be met.
• Ensure self and team members follow all legal and statutory requirements.
• Develop own and team members systems knowledge and expertise to improve utilisation.
• Communicate challenges, opportunities and ideas for improvement to Managers to improve working practices.
• Represent Xeinadin to the client ensuring that the day to day is delivered ensuring a focus on innovation and the future.
• Deliver the Xeinadin vision and values.
• Represent the firm internally and externally a professional manner through appearance, conduct and attitude.

Key Requirements
• ICAEW, ACCA or IFA fully qualified.
• 4+ years practice experience preferred

Additional Requirements
• Manage a portfolio of clients and advise on all aspects of their business to help them grow, reduce tax and plan for the future
• 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,
• Manage all aspects of client relationship including, quoting, agreeing services, invoicing, payment method and annual engagement renewal
• Report to the Directors on portfolio performance and internal targets set

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