Accounts Manager- Stonehouse

Xeinadin; Stonehouse; On-site; GBP 55,000 - 85,000; Full time

Benefits offered by this job

Company Pension Scheme

25 days of annual leave + bank hols

Life Assurance x4 annual salary

Enhanced family leave policies

Employee Assistance Programme

Job summary

Xeinadin is seeking a Portfolio Manager in Stonehouse to lead client relationships, oversee portfolios, and deliver exceptional service aligning with the firm’s values. This senior role requires strategic thinking, leadership, and a focus on revenue growth.

The position emphasizes own portfolio management, stakeholder engagement, and driving profitability while upholding professional and ethical standards. Office-based with comprehensive benefits and development opportunities.

Qualifications

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

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 relationships with clients, directors, and staff.
• Review team files to ensure compliance with legal, ethical, and statutory regulations, identifying and addressing 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.

Skills

Client relationships

Strategic thinking

Leadership

IT savvy

Communication skills

Commercial acumen

Team management

Education

ACCA/ACA qualified

Tools

CRM software

Accounting software

Job description

Vacancy Name

Portfolio Manager- Stonehouse

Vacancy No

VN2292

Employment Type

Permanent

Duration

na

Location City

Stonehouse

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