Portfolio Manager

Vacancy Name

Portfolio Manager
- Carmarthen

VN2357

Permanent

N/A

Carmarthen

United Kingdom

Xeinadin was established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It's our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms.

Our regional offices of over 3000 colleagues operate collaboratively, combining collective expertise to maximise potential.

The role of the Portfolio Manager is to build and manage client relationships, oversee client portfolios, and deliver an outstanding service that enhances the firm's reputation and client satisfaction. This influential leadership position requires a strategic thinker who can inspire a high-performing team, engage with stakeholders, and drive growth in revenue and profits while aligning with Xeinadin's vision, mission, and values.

• To take on a portfolio of clients building relationships and liaising with clients on matters relating to their business and financial affairs.
• Prepare quality Accounts for final review by SMT.
• To communicate to SMT anything which is not understood, or which is inconsistent with expectations.
• Prepare Management Accounts as assigned.
• To supervise ad hoc work for clients.
• To maintain the highest standards of technical performance.
• To develop the value-added culture and actively promote new areas of work.
• Achieve your personal output target and reduce office deficits.
• Draft management letters for clients under your control.
• To prepare budgets, agree fees, take responsibility for work in progress/debtors and losses on work under your control.
• Prepare Personal Tax Returns for your portfolio of clients.
• Stay up to date with digital accounts trends.
• Maintain CPD records to be reviewed by R.I when requested.
• To develop the value-added culture within Xeinadin and actively promote new areas of work.
• Assist in developing the Carmarthen office attracting new clients/fees.

• ACCA/ACA qualified
• At least 4-5 years PQE working in a General Practice role in a mid-tier firm
• Demonstrable experience leading client relationships
• Being IT savvy and comfortable upgrading and working with technology

• Demonstrated ability to manage and grow client portfolios while delivering exceptional client service.
• Commercial acumen with a detailed, analytical, and strategic approach.
• Proficient in driving efficiency and profitability through innovative practices and technology.
• Strong leadership skills, with the ability to inspire and engage a team.
• Exceptional communication skills, both verbal and written, to build lasting relationships.
• Ethical, professional, and confident decision-maker.
• Highly organised, decisive, and driven to achieve excellence.

Hybrid

Competitive

• Company Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas*
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme – 24/7 support, free and confidential
• Corporate Discounts Platform

Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:

• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental
• subject to exceptions and business needs