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Permanent

Senior Client Portfolio Manager

Wantage
money-bag 45000.00-45000.00 Annual
2976293914
Posted 3 days ago

Senior Client Portfolio Manager wanted for leading Oxfordshire Practice Senior Client Portfolio ManagerPermanent, Full-TimeCompetitiveWantage or ThatchamAs a Senior Client Portfolio Manager, you will lead your own portfolio of clients and act as a cultural ambassador across the firm. You''ll be hands-on in managing client relationships, delivering high-quality work, mentoring others, and supporting the development of our wider practice. Key ResponsibilitiesManage a client portfolio: annual accounts, tax returns, onboarding, ongoing support.Ensure a high level of client satisfaction and retention.Lead, mentor and inspire team members, including trainees.Promote Charlton Baker in the local community and through professional networks.Meet prospective clients and convert opportunities.Collaborate across the group to optimise workflows and resources.Ensure billing, client service, and documentation is accurate and timely. Required skillsQualified accountant (ACCA/ICAEW or equivalent experience).Delivery of high quality, accurate, and timely work.Strong leadership, team engagement and people development skills.Commercial judgement - understanding how your portfolio contributes to the firm''s successExcellent relationship management, promoting trust, providing proactive advice and collaborating on clients'' business goals. Values and BehavioursLead with integrity, empathy, and resilience.Communicate clearly and transparently.Foster collaboration and continuous learning.Be ..... full job details .....

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