Accounts Portfolio Manager

Lord Search & Selection; Fareham; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading firm of accountants in Fareham is looking for a qualified Accounts Portfolio Manager to join their team. This role involves managing client accounts, mentoring junior staff, and contributing to the firm's growth. Candidates should be ACA or ACCA qualified with strong client management experience and excellent communication skills.

Benefits

Career progression opportunities

Supportive team culture

Competitive salary and benefits package

Qualifications

• Proven experience within an accountancy practice.
• Strong client-facing experience managing a varied portfolio.
• Experience in mentoring or managing junior staff.

Responsibilities

• Managing a portfolio of clients, delivering accounts services.
• Acting as the main point of contact for clients and overseeing relationships.
• Supporting the development of junior staff through supervision.

Skills

Client Management

Interpersonal Skills

Communication Skills

Coaching

Education

ACA or ACCA Qualified

Job description

This rapidly expanding independent firm of accountants, with multiple offices across the region, is seeking a qualified Accounts Portfolio Manager to join their dynamic team. This is a great opportunity to take on a key leadership role within a business that is experiencing significant growth and prides itself on its reputation for quality, integrity, and long-term client relationships.

Working in a collaborative and supportive office environment, you will play a pivotal role in managing client accounts, delivering excellent service, and mentoring junior team members.

What will the Accounts Portfolio Manager role involve?

• Managing a portfolio of clients, delivering a range of accounts services including preparation, review, and advisory work.
• Acting as the main point of contact for clients, managing relationships, deadlines, and billing.
• Supporting the development of junior staff through effective supervision, coaching, and review.
• Contributing to the firm s growth through quality service delivery and identification of additional opportunities.

Suitable Candidate for the Accounts Portfolio Manager vacancy:

• ACA or ACCA qualified with proven experience within an accountancy practice.
• Strong client-facing experience and the ability to manage a varied portfolio independently.
• Experience in mentoring or managing more junior staff.
• Excellent interpersonal and communication skills with a proactive and professional attitude.

Additional benefits and information:

• Significant opportunity for career progression in a growing firm.
• Supportive and forward-thinking team culture.
• Competitive salary and benefits package.

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