Client Portfolio Manager

Michael Page; Fareham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in the business services sector is seeking a Portfolio Manager to lead client portfolios within their Accounting & Finance department. The successful candidate will have a strong technical background and a passion for delivering high-quality services while supervising junior staff. With opportunities for career development and a competitive salary package, this role is perfect for those looking to advance in the dynamic business services industry.

Benefits

28 days annual leave, including Bank Holidays

A discretionary bonus scheme

Free Car Parking

Qualifications

• Proven experience managing client portfolios within the business services industry.
• Ability to supervise and mentor junior staff.
• Full UK Driving Licence and access to a car.

Responsibilities

• Manage a portfolio of clients, ensuring timely delivery of accounting services.
• Oversee preparation and review of financial statements and tax returns.
• Build and maintain strong client relationships.

Skills

Technical knowledge of accounting principles

Interpersonal skills

Organisational skills

Time-management skills

Proactive approach

Communication skills

Education

Professional qualification in Accounting or Finance (e.g., ACA, ACCA)

Tools

Accounting software

Microsoft Office applications

Job description

This is an excellent opportunity for a Portfolio Manager to lead and manage client portfolios within the Accounting & Finance department. The role is perfect for someone with strong technical expertise and a passion for delivering high-quality services in the business services industry.

Client Details

The company is a small-sized organisation operating within the business services industry, specifically focused on Accounting & Finance. Known for its professional approach and commitment to excellence, the company provides tailored solutions to its clients while fostering growth and development for its employees.

Description

• Manage a portfolio of clients, ensuring timely and accurate delivery of accounting services.
• Oversee the preparation and review of financial statements and tax returns.
• Provide professional advice to clients on accounting and finance-related matters.
• Supervise and support junior team members in their professional development.
• Ensure compliance with all relevant regulations and standards.
• Identify and implement process improvements to enhance efficiency and accuracy.
• Build and maintain strong client relationships to drive satisfaction and retention.
• Report on portfolio performance and contribute to strategic planning initiatives.

Profile

A successful Portfolio Manager should have:

• A professional qualification in Accounting or Finance (e.g., ACA, ACCA, or equivalent).
• Strong technical knowledge of accounting principles and tax regulations.
• Previous experience managing client portfolios within the business services industry.
• Excellent organisational and time-management skills.
• Confidence in supervising and mentoring junior staff members.
• Proficiency in accounting software and Microsoft Office applications.
• A proactive and solutions-oriented approach to challenges.
• Outstanding communication and interpersonal skills.
• Full UK Driving Licence and access to a car (transport) due to location of offices.

Job Offer

• A competitive salary in the range TBC Dependent on Experience.
• 28 days annual leave, including Bank Holidays, increasing to a maximum of 33 days.
• An additional 'Holiday' birthday day after successful probation completion.
• A discretionary bonus scheme to reward performance.
• A permanent position located in Fareham with opportunities for career development
• Free Car Parking.

This is an exciting opportunity for a Portfolio Manager to join a respected small-sized organisation in Fareham. If you are looking to advance your career in the business services industry, we encourage you to apply today!