Client Portfolio Manager

www.topfinancialjobs.co.uk - Jobboard; Exeter; On-site; GBP 40,000 - 55,000; Full time

Job summary

A well-established accountancy firm in Exeter is seeking a Client Portfolio Manager. The role involves managing a diverse client portfolio, mentoring staff, and providing financial guidance. Competitive salary, flexible working, and career development opportunities are offered.

Benefits

Competitive salary and bonus scheme

22+ days holiday

Up to 5% employer pension contribution

Flexibility around working patterns

Career development and paid training

Qualifications

• Experience in a similar role within practice.
• Familiarity with cloud-based systems is desirable.

Responsibilities

• Managing a portfolio of owner-managed businesses.
• Preparing management accounts and handling tax planning.
• Liaising directly with clients to resolve queries.

Skills

Communication

Organisational Skills

Client Relationship Management

Education

ACA/ACCA Qualified

Tools

Xero

QuickBooks

Sage

Job description

A well-established and growing accountancy firm is looking to appoint a Client Portfolio Manager to join their team, with the opportunity to be based in Exeter. This is a varied and client-focused role involving the management of a portfolio of owner-managed businesses, including sole traders, partnerships, and limited companies.

Key Responsibilities:

• Reviewing and planning accounts work for a mixed client portfolio

• Supporting and mentoring junior staff, including budget planning and file reviews

• Liaising directly with clients to resolve queries and finalise accounts

• Preparing management accounts and offering insightful commentary

• Handling tax planning (personal and corporate), dividends, and VAT reviews

• Advising clients on tax liabilities and providing ad hoc financial guidance

• Attending client meetings (both in person and online)

• Overseeing deadlines, workflow, and billing across the portfolio

What Our Client is Looking For:

• ACA/ACCA qualified with experience in a similar role within practice

• Strong communication and organisational skills

• Confidently managing client relationships and leading a team

• Familiarity with cloud-based systems like Xero, QuickBooks, and Sage is desirable

• Experience with Digita or CCH is a bonus, not essential

What s on Offer:

• Competitive salary and bonus scheme

• 22+ days holiday (plus bank holidays), increasing with service

• Up to 5% employer pension contribution

• Flexibility around working patterns, including part-home working

• Career development, paid training, and support for further progression

If this role is something which suits what you are looking for in your next career move, then please do apply or get in touch!