Vacancy: Client Portfolio Manager.

Do you want to offer a higher level of service to your clients? Maybe feeling stifled within your current role from doing this, which limits progression?

We are looking for outstanding candidates like you to join our team as a Client Portfolio Manager.

This is an exciting role for someone who is looking to take the next step within their accountancy career and who thrives on helping clients towards their business and individual success. This is more than just being on hand on answer clients’ questions (although that is very important to us to 😊) but there to challenge thinking, create new opportunities and avoid negative risks for clients.

What does the role entail?

• Assisting with the onboarding of new clients to ensure that they have a friendly contact and gets them off on the right step to excellent support.
• Building deep, long standing relationships with your 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 your clients as a business partner. This may include fellow professionals such as financial advisors, mortgage brokers, business coaches etc.

• 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.

• Identify ways that we may be able to help our clients further and enhance the service level that we are offering.

As you can tell, this role is much more than just crunching numbers – it’s a given you would be good at that bit – but more about the more rounded approach to help our business and individual clients get the most from the support that we offer.

Who are we looking for?

• Someone with a passion for business in support of their accountancy qualifications.
• We would imagine our new team member would be fully chartered (CIMA, ACCA or ACA) or qualified by experience 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 to do more than just “crunch the numbers”

• Someone who loves working with the wider team in delivering results.

If this sounds like it could fit you – get in touch today by sending us some information about you, why you think you would be ideal for a role along with a CV.

Not sure you are quite ready for this role – please check out our other roles available and if you can’t see what you are looking for then please do get in touch still as we love to hear from great people.

*PLEASE NOTE* should the form below not work please email your covering letter and CV to our HR manager on alison@riverviewportfolio.co.uk