Overview: Quinton Davies is working on behalf of a multi-office regional accountancy practice firm who are looking for a Client Portfolio Manager to join their successful Swindon team.
Main Duties:
Assisting with the onboarding of new clients to ensure that they have friendly contact and get them off on the right step to excellent support.
Building deep, long standing relationships with clients.
Working with the wider team to ensure plans are implemented.
Look for opportunities with clients to improve processes and business opportunities.
Working alongside the professional support network alongside clients to help the client achieve their rounded business and future goals, supporting them as a business partner.
Reviewing of financial information with clients but using in a way which focuses on both tax management/planning as well as future growth opportunities.
Building robust forecasting models and challenging clients to use this and interact as the business grows and develop.
Experience / Qualifications Required:
CIMA, ACCA or ACA qualified with a track record in a practice environment.
Detailed experience of preparing and being involved in the review of both personal and business accounts and tax planning.
An eagerness/attitude to go above and beyond to help as and when needed
Someone who loves working with the wider team in delivering results
Thanks for considering an application. We do receive a high volume of applicants and as such we aren't unfortunately always able to respond to unsuccessful applicants. As such, if we haven't responded to your application on this occasion then your application has not been successful
Quinton Davies will not discriminate on unlawful grounds. We are committed to equal opportunity and diversity.
