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Client Portfolio Manager

Client Portfolio Manager

Michael PageFareham, England, United Kingdom
30+ days ago
Job type
  • Permanent
Job description

This is an excellent opportunity for a Portfolio Manager to lead and manage client portfolios within the Accounting & Finance department. The role is perfect for someone with strong technical expertise and a passion for delivering high-quality services in the business services industry.

Client Details

The company is a small-sized organisation operating within the business services industry, specifically focused on Accounting & Finance. Known for its professional approach and commitment to excellence, the company provides tailored solutions to its clients while fostering growth and development for its employees.

Description

  • Manage a portfolio of clients, ensuring timely and accurate delivery of accounting services.
  • Oversee the preparation and review of financial statements and tax returns.
  • Provide professional advice to clients on accounting and finance-related matters.
  • Supervise and support junior team members in their professional development.
  • Ensure compliance with all relevant regulations and standards.
  • Identify and implement process improvements to enhance efficiency and accuracy.
  • Build and maintain strong client relationships to drive satisfaction and retention.
  • Report on portfolio performance and contribute to strategic planning initiatives.

Profile

A successful Portfolio Manager should have :

  • A professional qualification in Accounting or Finance (e.g., ACA, ACCA, or equivalent).
  • Strong technical knowledge of accounting principles and tax regulations.
  • Previous experience managing client portfolios within the business services industry.
  • Excellent organisational and time-management skills.
  • Confidence in supervising and mentoring junior staff members.
  • Proficiency in accounting software and Microsoft Office applications.
  • A proactive and solutions-oriented approach to challenges.
  • Outstanding communication and interpersonal skills.
  • Full UK Driving Licence and access to a car (transport) due to location of offices.
  • Job Offer

  • A competitive salary in the range TBC Dependent on Experience.
  • 28 days annual leave, including Bank Holidays, increasing to a maximum of 33 days.
  • An additional 'Holiday' birthday day after successful probation completion.
  • A discretionary bonus scheme to reward performance.
  • A permanent position located in Fareham with opportunities for career development
  • Free Car Parking.
  • This is an exciting opportunity for a Portfolio Manager to join a respected small-sized organisation in Fareham. If you are looking to advance your career in the business services industry, we encourage you to apply today!

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    Portfolio Manager • Fareham, England, United Kingdom

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