Client Portfolio Manager

Xeinadin; Tonypandy; Hybrid; GBP 55,000 - 85,000; Full time

Benefits offered by this job

Company Pension Scheme

25 days annual leave + bank holidays

Shop discounts

Job summary

Xeinadin in Tonypandy are seeking a Client Portfolio Manager to lead a portfolio of client accounts, delivering outstanding service and driving growth. You will build strong relationships with clients and staff, review files for compliance, and leverage technology to improve efficiency.

ACCA/ACA qualified with 4–5 years PQE in general practice is essential. The role offers a hybrid working model with a competitive salary and a clear path toward partnership ambitions as you grow a high-value

Qualifications

• ACCA/ACA qualification or equivalent required.
• Proven experience leading client relationships.
• Strong commercial and analytical mindset.
• Ability to drive efficiency with technology.

Responsibilities

• Manage and grow a personal portfolio of client accounts with excellent service delivery.
• Develop and maintain long-lasting relationships with clients, directors, and staff.
• Review team files to ensure compliance with legal, ethical, and statutory regulations.
• Provide industry-leading insights and solutions to grow revenue and profits.
• Drive efficiency and profitability by adopting best practices and technology.
• Contribute to strategic business planning with a focus on growth.

Skills

Client portfolio management

Relationship building

Leadership

IT literacy

Strategic thinking

Education

ACCA/ACA qualified

Tools

CRM software

IT systems proficiency

Job description

• ACCA/ACA qualified

Vacancy Name Client Portfolio Manager

Vacancy No VN2254

Employment Type Permanent

Duration N/A

Location City Tonypandy

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.
• Partner potential – we are looking for someone who has ambitions to become partner and take over a high value portfolio in years to come.

Key Requirements

• ACCA/ACA qualified
• At least 4-5 years PQE working in a General Practice role in a mid-tier firm.
• 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 Hybrid

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