Vacancy Name
Portfolio Manager- Stonehouse

Vacancy No
VN2292

Employment Type
Permanent

Duration
na

Location City
Stonehouse

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 role of the Portfolio Manager is to build and manage client relationships, oversee client portfolios, and deliver an outstanding service that enhances the firm's reputation and client satisfaction. This influential leadership position requires a strategic thinker who can inspire a high-performing team, engage with stakeholders, and drive growth in revenue and profits while aligning with Xeinadin's vision, mission, and values.

Key Responsibilities
• Manage and grow a personal portfolio of client accounts, ensuring exceptional service and the delivery of all actions, deadlines, and client discussions.
• Develop and maintain strong, long-lasting relationships with clients, directors, and staff.
• Review team files to ensure compliance with legal, ethical, and statutory regulations, identifying and addressing any issues.
• Provide industry-leading insights, advice, and solutions to enhance the firm's reputation and expand the client base.
• Drive efficiency and profitability by implementing best practices and leveraging technology.
• Contribute to strategic and business planning, focusing on increasing revenue and profits.
• Hold responsibility for managing client relationships, ensuring maximum value, quality, and compliance.
• Complete a personal portfolio of client work, offering expert insights and advice to clients.

Key Requirements
• ACCA/ACA qualified
• At least 3 years PQE working in a General Practice role
• Demonstrable experience leading client relationships
• Being IT savvy and comfortable upgrading and working with technology

Additional Requirements
• Demonstrated ability to manage and grow client portfolios while delivering exceptional client service.
• Commercial acumen with a detailed, analytical, and strategic approach.
• Proficient in driving efficiency and profitability through innovative practices and technology.
• Strong leadership skills, with the ability to inspire and engage a team.
• Exceptional communication skills, both verbal and written, to build lasting relationships.
• Ethical, professional, and confident decision-maker.
• Highly organised, decisive, and driven to achieve excellence.

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