Client Portfolio Manager

Insite Finance; Basingstoke; Hybrid; GBP 60,000 - 70,000; Full time

Job summary

Insite Finance in Basingstoke is seeking an experienced Client Portfolio Manager to inherit an established client portfolio and act as the first point of contact for businesses seeking long-term advisory and technical delivery. You will manage portfolios across limited companies, partnerships, and owner-managed businesses, while supporting junior staff.

With ACA/ACCA qualifications and a proven UK practice background, you’ll thrive in a role that values relationships as much as delivery, in a

Qualifications

• Experience managing a portfolio of clients in UK practice.
• Ability to advise clients and deliver long-term value.
• Strong communication and accounting knowledge suitable for client-facing work.

Responsibilities

• Look after a portfolio of limited companies, partnerships and owner-managed businesses.
• Review year-end accounts and corporation tax work before clients see them.
• Plan workloads across the portfolio to meet deadlines.
• Coach junior team members and review their work.
• Build lasting client relationships and identify advisory opportunities.

Skills

Client advisory

Portfolio management

Relationship building

Client communication

Education

ACA or ACCA qualifications

Tools

Cloud accounting software

Practice software

Job description

Some practice roles are built around timesheets.

This one is built around clients.

If you're happiest acting as the trusted adviser rather than simply moving work from one deadline to the next, this could be exactly the sort of move you've been waiting for.

We're working with a growing accountancy firm that's continuing to invest in its people and client offering across the South. They're looking for an experienced Client Portfolio Manager to inherit an established portfolio and become the first point of contact for businesses that value long-term advice just as much as technical delivery.

Based in Basingstoke, you'll have the freedom to manage your clients in your own style while working alongside approachable Partners who are keen to support progression rather than micro-manage it.

What your week could look like

Client Portfolio Manager (ACA / ACCA)

Basingstoke | £60,000 to £70,000 | Hybrid Working

Some practice roles are built around timesheets.

This one is built around clients.

If you're happiest acting as the trusted adviser rather than simply moving work from one deadline to the next, this could be exactly the sort of move you've been waiting for.

We're working with a growing accountancy firm that's continuing to invest in its people and client offering across the South. They're looking for an experienced Client Portfolio Manager to inherit an established portfolio and become the first point of contact for businesses that value long-term advice just as much as technical delivery.

Based in Basingstoke, you'll have the freedom to manage your clients in your own style while working alongside approachable Partners who are keen to support progression rather than micro-manage it.

No two days are identical, but you'll typically be:

• Looking after a portfolio of limited companies, partnerships and owner-managed businesses
• Reviewing year-end accounts and corporation tax work before it reaches clients
• Helping business owners solve day-to-day financial and commercial challenges
• Planning workloads across your portfolio to keep deadlines under control
• Coaching junior members of the team and reviewing their work
• Building lasting client relationships that naturally generate additional advisory opportunities
• Working with a range of modern cloud accounting systems and practice software

You'll probably suit this role if you

• Hold ACA or ACCA qualifications
• Have built your career within UK practice
• Already manage your own portfolio with minimal supervision
• Enjoy speaking with clients rather than hiding behind spreadsheets
• Like helping junior staff develop
• Want a role where you'll be trusted to make decisions

Previous exposure to agricultural or rural businesses would be useful but isn't essential.

Why people join

Rather than endless layers of hierarchy, you'll find a business where good people are trusted, ideas are welcomed and progression is based on ability.

Alongside a salary of £60,000 to £70,000, you'll benefit from hybrid working, flexible hours, generous annual leave, ongoing professional development, a strong wellbeing package and genuine long-term career opportunities.

If you're looking for a Client Portfolio Manager opportunity in Basingstoke where relationships matter as much as technical ability, we'd welcome a confidential conversation.