Client Manager

XEINADIN GROUP LIMITED; Stonehouse; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Collaborative environment

Career development

Meaningful impact

Job summary

Xeinadin Group Limited in Stonehouse, Gloucestershire, is seeking a Portfolio Manager to lead client portfolios, deliver exceptional service, and drive revenue growth.

You will manage relationships with directors and staff, ensure compliance, and use technology to improve efficiency. ACCA/ACA qualified with at least 3 years PQE in general practice is required.

Qualifications

• ACCA/ACA qualified
• Minimum 3 years PQE in General Practice
• Experience leading client relationships
• IT-savvy and comfortable with technology

Responsibilities

• Manage and grow a personal portfolio of client accounts with exceptional service and timely actions.
• Develop and maintain strong relationships with clients, directors and staff.
• Review files to ensure compliance with legal and regulatory standards.
• Provide insights and solutions to expand client base and firm reputation.
• Improve efficiency and profitability through best practices and technology.
• Contribute to strategic planning to increase revenue and profits.
• Manage client relationships to ensure maximum value and compliance.
• Deliver expert client work with high-quality insights.

Skills

Client relationships

IT literacy

Leadership

Stakeholder engagement

Education

ACCA/ACA qualification

PQE 3+ years

Job description

Xeinadin - Top 20 Accountancy Firm - UK & Ireland

Role: Portfolio/ Accounts Manager

Location: Stonehouse (Gloucestershire)

Who Are We?

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 2500 colleagues operate in collaboratively, combining collective expertise to maximise potential.

About the Role:

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.

What We Offer:

Joining our team comes with a range of benefits, including:

• Competitive salary, plus a significant benefits package
• A collaborative and supportive work environment.
• Opportunities for professional development and career progression.
• The chance to make a meaningful impact within a growing organisation.