Client Portfolio Manager

Lamont Pridmore; Carlisle; Híbrido; GBP 39.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid overtime

Time off in lieu

Free parking

Free financial advice

Birthday bacon butties

Cycle to work scheme

Company pension with auto-enrolment

Descripción de la vacante

Lamont Pridmore in Carlisle or Workington is seeking an experienced practice accountant to take ownership of an established portfolio of owner-managed and family-run businesses. You’ll combine your technical accounting expertise with commercial insight to help firms make confident financial decisions.

This role covers statutory accounts, management reporting and advisory work in a collaborative, office-based setting.

Formación

• Previous client-facing experience in an accountancy practice.
• Experience managing a diverse portfolio of clients.
• Strong technical accounting knowledge gained in practice.
• Commercial mindset with SME understanding.
• Experience using accounts preparation software.
• Good working knowledge of cloud accounting software (Xero, Sage, QuickBooks).
• Excellent communication and client-centric attitude.
• Strong organisational skills to prioritise deadlines.
• Full UK driving licence.

Responsabilidades

• Manage a portfolio of owner-managed and family businesses, acting as main contact.
• Plan, prepare and review financial accounts within deadlines.
• Produce monthly, quarterly and half-yearly management reports.
• Present financial information clearly to support business decisions.
• Identify opportunities to improve tax efficiency and performance.
• Develop strong client relationships through proactive communication.
• Work with Directors to improve internal processes and standards.
• Support growth through referrals and networking within portfolio.

Conocimientos

Client-facing

Commercial mindset

UK driving licence

Communication skills

Educación

ACA or ACCA qualification

Herramientas

Xero

Sage

QuickBooks

Descripción del empleo

Lamont Pridmore is looking for an experienced practice accountant to join our Carlisle or Workington team!’

This is an opportunity to take ownership of an established portfolio of clients, combining your technical accounting expertise with commercial insight to help businesses make confident financial decisions. You’ll become a trusted adviser to owner-managed and family-run businesses, providing a service that goes beyond compliance to deliver genuine value.

In addition to a salary of £38,500–£49,500, you’ll be eligible for an annual performance bonus of up to 17%, rewarding your contribution to exceptional client service and business success.

About Lamont Pridmore

Lamont Pridmore is a family-run, national award-winning firm of Chartered Accountants, Tax and Business Advisers with offices across Cumbria and the surrounding area.

For more than 30 years, our experienced senior leadership team has supported a high-performing team dedicated to delivering exceptional service to businesses across the region.

We build long-term relationships with our clients by providing practical commercial advice alongside traditional accountancy services, helping owner-managed and family businesses succeed in an evolving business environment.

The opportunity

As a Client Portfolio Manager, you’ll manage your own portfolio of clients while building trusted relationships and delivering a first-class service. You’ll work with business owners to understand their goals, interpret financial performance and provide advice that helps them plan for the future.

This role offers plenty of variety, combining statutory accounts, management reporting, client meetings and commercial advisory work in a collaborative and supportive environment.

What you’ll be doing

• Manage a portfolio of owner-managed and family businesses, acting as their main point of contact on a daily basis and providing high-quality services.
• Plan, prepare and review financial accounts within agreed deadlines and budgets.
• Produce accurate monthly, quarterly and half-yearly management reports.
• Present financial information in a clear, practical way that supports business decisions for clients.
• Identify opportunities to improve tax efficiency and wider business performance.
• Develop strong, lasting relationships through proactive communication and excellent client service.
• Work alongside Managing Directors to enhance internal processes and maintain high standards.
• Contribute to the continued growth of the practice through referrals, networking and identifying opportunities within your client portfolio.

We’re looking for candidates with:

• Previous experience in a client-facing position within an accountancy practice.
• Experience managing a diverse portfolio of clients.
• Strong technical accounting knowledge gained in practice.
• A commercial mindset with the ability to understand the challenges facing SMEs.
• Experience using accounts preparation software.
• Good working knowledge of cloud accounting softwares such as Xero, Sage and QuickBooks.
• Excellent communication and relationship-building skills with a professional client-centric attitude.
• Strong organisational skills with the ability to prioritise competing deadlines.
• A proactive approach to problem solving and continuous improvement.
• A full UK driving licence.
• ACA or ACCA qualification, or equivalent experience within an accountancy practice.

Pay and benefits

Alongside a competitive salary, you’ll receive:

• £38,500–£49,500 per year.
• Annual performance bonus of up to 17%.
• Paid overtime.
• Time off in lieu.
• Free parking.
• Free financial advice.
• Birthday bacon butties.
• Cycle to work scheme.
• Company pension with auto-enrolment.

Working pattern and location

This is a permanent, full-time office-based position in Carlisle or Workington.

Working hours are 8.30am to 5.00pm, with flexibility available where business needs allow.

Some travel to client premises and other Lamont Pridmore offices will be required as part of the role.

Recruitment process

• Stage 1: 20-minute screening interview with Nexstema, acting on behalf of Lamont Pridmore.
• Stage 2: Interview with the Hiring Manager.