• 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.
Benefits
• 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