Client Portfolio Manager

ACCA Careers; Fareham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A respected small-sized organisation in Fareham is seeking a Portfolio Manager to lead and manage client portfolios within the Accounting & Finance department. The ideal candidate will have strong technical expertise and a passion for high-quality service delivery. Key responsibilities include managing client portfolios, overseeing financial statements, and supervising junior staff. This position offers a competitive salary, 28 days annual leave, and opportunities for career development.

Benefits

Competitive salary

28 days annual leave

Birthday day off

Discretionary bonus scheme

Free Car Parking

Qualifications

• Professional qualification in Accounting or Finance is required.
• Strong technical knowledge of accounting principles and tax regulations.
• Experience managing client portfolios in business services.

Responsibilities

• Manage portfolio of clients and deliver accounting services.
• Oversee preparation and review of financial statements.
• Provide advice on accounting and finance-related matters.

Skills

Client portfolio management

Accounting principles

Tax regulations knowledge

Supervising junior staff

Organizational skills

Communication skills

Education

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

Tools

Accounting software

Microsoft Office

Job description

Overview

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.

Responsibilities

• 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.

Qualifications

• 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.

Offer & Benefits

• 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!