Client-Focused Portfolio Manager & Advisory Lead

eps.recruitment; Stokenchurch; On-site; GBP 45,000 - 60,000; Full time

Benefits offered by this job

25 days holiday

Company pension

Benefits scheme

Job summary

eps.recruitment seeks a Portfolio Manager - Accountant based in Stokenchurch, Buckinghamshire. This permanent, full-time role offers £45,000 - £60,000 and focuses on client advisory, relationship management, and firm growth.

You will be the go-to adviser for a portfolio of clients, lead and upskill the team, and collaborate with partners to deliver best-in-class service. The position blends advisory, relationships, and leadership.

Qualifications

• Qualified ACA/ACCA or strong QBE with UK practice experience.
• Excellent client-facing and relationship-building skills.
• Experience managing client portfolios and leading teams.
• Strong technical grounding in accounts and tax, able to explain the numbers.

Responsibilities

• Own a portfolio of clients and act as lead adviser.
• Build long-term relationships and provide clear, actionable advice.
• Support the partner in growing the firm and upskilling the team.
• Ensure best-in-class, proactive service to clients.
• Review work and quality-check deliverables from the team.
• Mentor and develop junior staff to raise standards.

Skills

Portfolio management

Client relationship building

Leadership and mentoring

Education

ACA or ACCA qualified (or strong QBE)

Job description

eps.recruitment seeks a Portfolio Manager - Accountant based in Stokenchurch, Buckinghamshire. This permanent, full-time role offers £45,000 - £60,000 and focuses on client advisory, relationship management, and firm growth.

You will be the go-to adviser for a portfolio of clients, lead and upskill the team, and collaborate with partners to deliver best-in-class service. The position blends advisory, relationships, and leadership.