Job Advert
Responsible for managing a portfolio of clients and delivering holistic Ward Goodman services in line with your specific team and role responsibilities. In addition to client service delivery, the role will also involve being focused on meeting personal and team income targets, KPIs, CSFs and the holistic planning and co-ordinating of the commitments to clients.
To co-ordinate, forecast and plan your workflow and support your peers, together with your reporting line SCSM, and those you are mentoring/coaching/training in coordinating, forecasting and planning their workflow, as required.
Based on your level of knowledge, as detailed in the skill matrix, you will be required to oversee training and offer support to less experienced members of the group.

Benefits:

• 25 days annual leave (includes 2 days for Christmas shutdown) for the team
• Birthday off
• Hybrid working after probation
• Free onsite parking
• Staff referrals bonus
• Sick leave

KEY SKILLS

• Relevant professional qualification, being fully qualified ATT or CTA
• Client centricity
• Commerciality within the role that you perform
• The ability to create and maintain relationships with introducers, both internally or externally
• The ability to identify potential matters for inter departmental referrals, particularly our financial services team.
• Excellent communication skills, face to face, via digital communication mediums, in written form
• Knowledge of hosting client meetings, together with questioning techniques, principles of fact-finding, both hard and soft fact gathering.
• Excellent written skills
• Proficiency in IT
• Results driven
• Team orientated
• High level of integrity and ability to maintain confidentiality
• Excellent time management and organisational skills
• Self-motivated
• Problem solving ability

• To be client facing, thus the face of Ward Goodman from the vantage point of the client
• Manage a mixed client portfolio of business owners, property investors, HNWI & UHNW families, trusts, and estates. Ensuring efficient and timely completion of all tasks required in line with the group timelines and those within the procedures.
• Be recognised by, the clients, your peers and the wider group as the point of contact for the portfolio of clients allocated to you and coordinate all services that they require
• To excel in both, client, regulatory and group standards
• Carry out annual reviews for clients within the portfolio to assess ongoing fees, services offerings required, year-end tax planning and ongoing tax planning
• Carry out regular client reviews in line with their service offering
• Control personal budgets, chargeable hours, recoverability for the portfolio allocated to you, together with the CSM apprentices that work within your team
• Act in a professional manner, upholding the ethics, culture and values of the group, professional regulatory bodies and the group policies and procedures
• Use appropriate software, delegation of work (where possible), together with any other means to in order to improve efficiencies
• Organise and monitor workflow to keep all members of staff working at their optimum whilst providing the required client service, as detailed by the group policy
• Motivate, mentor and encourage all members of the team to ensure they are reaching their potential
• Act as an ambassador of Ward Goodman and actively promote services to existing and potential clients across all the service offerings throughout all aspects of the group, such as Business, Personal, Community and the relevant professional disciplines, tax planning, financial planning, business/community advisory, and auditing
• Promote training and development for peers ensuring they understand the requirements of their role
• Implement initiatives and specific projects as instructed by the board
• To generate new enquiries for the team in which you work and for other teams within the group