Senior Accounts Manager – Cardiff SME Portfolio Lead

Insite Finance; Cardiff; Vor Ort; GBP 65.000 - 75.000; Vollzeit

Benefits dieser Stelle

Clear progression

Profitable client portfolio

Growth investment

Senior leadership support

Long-serving team

Client ownership

Zusammenfassung

Insite Finance in Cardiff is seeking a Senior Accounts Manager to take ownership of a growing client portfolio. You will manage senior capacity across accounts, liaising with the Accounts and Audit Director to deliver high-quality service for owner-managed businesses.

The role emphasizes client relationships, problem solving, and potential progression beyond the senior level within a profitable, stable firm.

Qualifikationen

• Experience managing owner-managed SME portfolios.
• Ability to review statutory accounts and supporting files.
• Strong client-facing and relationship-building skills.
• Experience developing and mentoring junior staff.

Aufgaben

• Manage a portfolio of owner-managed businesses.
• Review statutory accounts and supporting files.
• Plan work and coordinate deadlines across the team.
• Review work by junior and qualified staff.
• Hold regular face-to-face client meetings.
• Resolve accounting queries and identify issues early.
• Support and develop less experienced team members.
• Help clients access wider services where appropriate.

Kenntnisse

Portfolio management

Statutory accounts review

Client meetings

Team leadership

SME portfolio experience

Tools

Accounting software

Jobbeschreibung

Insite Finance in Cardiff is seeking a Senior Accounts Manager to take ownership of a growing client portfolio. You will manage senior capacity across accounts, liaising with the Accounts and Audit Director to deliver high-quality service for owner-managed businesses.

The role emphasizes client relationships, problem solving, and potential progression beyond the senior level within a profitable, stable firm.