Portfolio Manager - ACCA Qualified

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Northern Accountants Ltd

Opportunities in Leeds (Morley) and Beverley

• Looking for a role where you can play a key part in both client and business growth?
• Do you have honed client management skills and looking for an opportunity where you can flex your commercial acumen and lead others to do the same?
• Passionate about client service, high quality work and fostering long lasting client relationships?

ABOUT THE OPPORTUNITY

As Portfolio Manager, you are responsible for driving the positive performance of the portfolios you and your team are responsible for. This includes client relationship management, production delivery and quality, growth of the portfolios within your team and retention of clients.

You are responsible for guiding, empowering and developing your team to deliver the very best services and work to our clients. You will create clarity for what is required, hold your team to account and ensure the right support and training is in place to support their personal success.

KEY RESPONSIBILITIES

Ensuring we not only retain but grow our existing client base is a key and you will be responsible for ensuring that Pod performance is monitored and ultimately delivered:

• Build and maintain a strong client centric environment where offering exceptional service and ensuring we deliver true value across all touchpoints is paramount
• Actively monitor clients needs and look for opportunities to add more value, or increase client service. Nip client service issues in the bud and demonstrate accountability for resolving them, and mitigating the recurrence where possible
• Lead the the Pod in upselling and cross-selling services to existing clients, identifying opportunities for increased service provision

Regular oversight of our teams portfolios is key to ensuring that we achieve our growth ambitions and deliver against the promises we make to clients:

• Monitor the production performance and delivery of the team on a daily, weekly and monthly basis
• Lead through the team when it comes to action and ensure that they are held to account on delivery timescales.
• Manage resource and capacity closely ensuring that we are able to consistently deliver
• Review and provide feedback on the quality of work produced ensuring high quality standards are maintained
• Guide and coach our team members on where there are growth opportunities within their portfolios
• Analyse and report on the portfolio / team performance with clear actions where challenges present themselves in line with our production and growth targets
• Lead the strategy for growing the existing portfolio as well as looking for other opportunities for the pod to grow.

Having a well trained, informed and motivated team is essential to achieving our goals and aspirations:

• Lead and mentor the Pod, ensuring alignment with broader business goals and maintaining a high level of motivation and performance
• Ensure all our people have a clear set of performance objectives, a personal development plan and have performance meetings in line with our performance management framework
• Foster a culture of collaboration, accountability, and high performance
• Champion training and professional development programs to ensure teams maintain and further develop their competence
• Ensure that internal quality audits are carried out to ensure our standards are maintained. Designing and ensuring audit schedules are carried out including by those who report to you

As Portfolio Manager, you are responsible for its financial performance and ensuring it meets its financial targets. You will:

• Agree realistic financial targets for your portfolios / team that will support the businesses overall goals
• Manage the budget for your team closely to ensure it stays on track
• Regularly report on the performance of your portfolios and team in line…