Client Portfolio Manager

Howett Thorpe; Camberley; On-site; GBP 35,000 - 55,000; Full time

Job summary

An independent practice in Camberley seeks a Client Portfolio Manager to manage a diverse portfolio of SME clients. This role involves preparing statutory accounts, building client relationships, and delivering expert accounting services. The ideal candidate will be a qualified accountant (ACA or ACCA) eager for professional development in a supportive environment. Perks include 25 days of holiday, ongoing training, and clear career progression opportunities.

Benefits

25 days holiday plus bank holidays

Supportive and friendly team environment

Clear career progression opportunities

Modern office with flexible working arrangements

Ongoing training and professional development support

Qualifications

• Experience working within a UK practice environment.
• Ambition to develop professionally and grow their client portfolio.
• Strong understanding of statutory reporting requirements.

Responsibilities

• Managing a varied portfolio of SME clients across multiple industries.
• Preparing and finalising statutory accounts in line with deadlines and standards.
• Responding to client queries promptly and professionally.
• Liaising with HMRC and other regulatory bodies as required.
• Providing practical advice on accounting and compliance matters.
• Identifying opportunities to add value and support client growth.
• Ensuring statutory accounts comply with FRS 102 and other relevant accounting standards.
• Assisting with audit and year-end processes as required.

Skills

Confidence in managing client relationships

Excellent organisational skills

Strong understanding of accounting principles

Education

ACA or ACCA qualification

Job description

Join a modern and ambitious independent practice recognised for its strong culture and collaborative team environment. As a Client Portfolio Manager, you will take full ownership of a varied portfolio of SME clients spanning multiple industries and sizes.

In this role, you will build and maintain strong client relationships, deliver expert accounting services, and contribute directly to the practice’s steady growth. This position is ideal for a qualified accountant seeking both professional challenge and a supportive workplace where career development is actively encouraged.

Client Portfolio Manager – Benefits

• 25 days holiday plus bank holidays
• Supportive and friendly team environment
• Clear career progression opportunities
• Modern office with flexible working arrangements
• Ongoing training and professional development support

Client Portfolio Manager – About The Role

As a Client Portfolio Manager, you will be responsible for managing a diverse portfolio of SME clients, providing comprehensive accounting services tailored to their needs. Your role will include preparing statutory accounts, handling client queries, and ensuring timely and accurate financial reporting.

You will be the main point of contact for your clients, building strong relationships and offering practical advice to support their business success. This role offers the opportunity to work autonomously while collaborating closely with colleagues to deliver excellent service.

Key responsibilities include:

• Managing a varied portfolio of SME clients across multiple industries
• Preparing and finalising statutory accounts in line with deadlines and standards
• Responding to client queries promptly and professionally
• Liaising with HMRC and other regulatory bodies as required
• Providing practical advice on accounting and compliance matters
• Identifying opportunities to add value and support client growth
• Ensuring statutory accounts comply with FRS 102 and other relevant accounting standards
• Assisting with audit and year-end processes as required
• Contributing to the development and improvement of client accounting systems and processes

The successful Client Portfolio Manager will have:

• ACA or ACCA qualification (essential, CIMA or others are not suitable)
• Experience working within a UK practice environment
• Confidence in managing client relationships and communicating directly with clients
• Strong understanding of accounting principles and statutory reporting requirements
• Excellent organisational skills with the ability to manage a varied workload effectively
• Ambition to develop professionally and grow their client portfolio