Client Portfolio Manager (Field Based) - Accountancy Practice

Location: Weekly attendance at the Wirral office, partly remote, partly travel to client meetings across the Northeast Reporting to: Senior Management TeamSalary: £40,000 - £50,000 DOEJob Type: Full-time, PermanentDriving licence required

Overview

We are looking for an experienced Client Portfolio Manager to join an excellent Accountancy Practice that is part of a large global professional services group - they are scaling rapidly, opening up strong career opportunities for the right individual.

This role is primarily field based and focused on maintaining strong relationships with SME clients and acting as their financial advisor. The successful candidate will spend much of their week visiting clients at their premises, helping them understand their accounts, financial position and performance.

This role is ideal for someone who has worked within an accountancy practice for several years and is confident speaking to business owners and explaining accounts, but who does not necessarily want to spend their time preparing accounts in the office.

Key Responsibilities

• Visiting clients regularly at their premises
• Acting as the main relationship contact for a portfolio of SME clients
• Explaining year end accounts and management accounts to client
• Helping business owners understand profitability and financial performance
• Liaising with the internal accounts team to ensure work is delivered accurately and on time
• Supporting clients with cloud accounting software, such as Xero
• Identifying opportunities where additional services may benefit the client
• Providing feedback from clients to the wider management team

Experience Required

• Experience working within an accountancy practice
• Qualified by experience or AAT level background
• Strong understanding of:
• Limited company accounts Sole trader accounts
• Partnerships VAT basics Management accounts
• Confident speaking with business owners and explaining financial information
• Experience using cloud accounting software such as Xero would be beneficial

Personal Attributes

• Confident and personable with clients
• Strong communicator able to simplify financial information
• Organised and able to manage time independently
• Professional when representing the firm with clients
• Comfortable working in a fast-paced growing organisation

If this sounds like your next opportunity, apply here or contact Liz Chapman at Reed today.