Are you a detailed, analytical and driven individual?
Would you like rewarded with a highly-competitive benefit structure?
If yes, then we have the role for you!
The role of Portfolio Manager is to build relationships with clients and to have direct responsibility of client portfolios. They are responsible for the delivery of an outstanding service to clients.
Benefits:
- Life Assurance
- 25 days annual leave plus bank holidays
- Enhanced parental leave
- Business closure over Christmas
- Enhanced company sick pay
- Corporate discounts platform.
- Flexible benefits platform- opt in for various insurances (dental, salary sacrifice, PMI single or family)
Duties & Responsibility:
- Review team files to ensure all standards, quality and compliance requirements are met and issues identified.
- Provide industry leading insights, solutions and advice to build the firm’s reputation and client base.
- Manage and grow own portfolio of clients.
- Ensure that all discussions, deadlines, and actions for client are delivered.
- Drive efficiency and profitability in standards and service using best practice through technology.
- Provide day to day support for all clients.
- Create and maintain strong and long lasting relationships with clients, Directors and staff.
- Contribute to strategic and business planning to deliver an increase in revenue and profits.
- Contribute to a high performing culture where people live the vision, mission and values and take action to improve if not.
- Hold responsibility for client relationships up to £180k of revenue to ensure the best possible value, advice and quality and compliance for clients.
- Ensure client work complies with all legal and ethical standards and statutory regulations.
- Provide leadership and direction to the team to help motivate and inspire people to higher performance.
- Set performance measures, review performance and take effective action to improve when off track.
- Be a strong role model for the organisations values and standards to develop a high performance culture.
- Develop and maintain the highest standards of technical knowledge and expertise for self and others.
- Develop the team ensuring the voice of the team is heard.
- Complete own portfolio of client work to provide industry leading insights and advice.
Skills & Experience:
- CR – JIEB, licensed by UK regulator A&A – ACCA/ACA Tax – CTA desirable but not mandatory
- Proven portfolio management experience
- Ability to take organised and strategic approach
If you are interested in this role and have the required skills and experience, please send your cv to rebecca.haggar@ambitionspersonnel.com or call 07587 457161 / 01623 600835
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