Client Portfolio Manager

Howett Thorpe; Farnham; On-site; Full time

Benefits offered by this job

4 day working week at full salary

5 weeks annual leave

Free on-site parking

Quick advancement opportunities

Job summary

A growing accounting firm in Farnham seeks a qualified Client Portfolio Manager to manage client portfolios with a focus on high service standards. This role offers a four-day work week at full salary, a supportive culture for career growth, and the chance to build lasting client relationships. Ideal candidates will be ACA or ACCA qualified with prior experience in a UK practice. The firm values independence and initiative, making it an exciting opportunity for those looking to impact a dynamic team.

Qualifications

• Experience within a UK practice is essential.
• Ability to work independently while being part of a team.
• Confidence in managing workload and priorities.

Responsibilities

• Manage a portfolio of clients.
• Work with Partners on various client matters.
• Prepare and review accounts and technical work.
• Advise clients on accounting matters.

Skills

Technical accounting experience

Managing workload

Building client relationships

Strong initiative

Education

ACA or ACCA qualified

Job description

A rare opportunity for a qualified Accountant to join a small but fast-growing firm offering a four-day working week on a full salary. Working closely with the Partners, you will become an instrumental member of the team as the firm continues to expand and pursue its ambitious plans for the future.

This is an excellent opportunity for an ambitious individual who wants to be part of a growing practice where hard work is recognised, work life balance is genuinely valued, and there is real scope to make a long-term impact.

Client Portfolio Manager– Benefits

• 4 day working week at a full salary
• 5 weeks annual leave plus addition time off between Christmas and New Year
• Free on-site parking
• Opportunity to quickly move into a Senior Leadership role within the firm

Client Portfolio Manager – About The Role

This is a varied and all-round role, offering a high level of autonomy and responsibility from the outset. Working directly with the Partners, you will manage your own workload and take ownership of a portfolio of clients, with a strong focus on delivering a high standard of service and building lasting client relationships.

The role is broad in scope and will involve a diverse range of responsibilities across client work. This opportunity would suit someone who enjoys working independently and taking initiative, while still having the support of experienced Partners around them. Training can be provided in areas where exposure is limited, but the firm is keen to find someone who is motivated, commercially aware, and ready to make an impact.

This firm is growing quickly and has ambitious plans for the future. As such, this is not a role for someone seeking close supervision. It would suit an individual who is confident in their technical ability, comfortable working proactively, and able to find solutions independently when needed. Key responsibilities:

• Managing your own portfolio of clients
• Working directly with the Partners on a range of client matters
• Preparing and reviewing accounts and other technical work
• Reviewing bookkeeping completed for clients
• Advising clients on accounting and related matters
• Building and maintaining strong long term client relationships
• Acting as a main point of contact for clients across your portfolio
• Supporting the continued growth of the firm through high quality client service

The successful Client Portfolio Manager will have:

• ACA or ACCA qualified
• Previous experience within a UK practice is essential
• Strong technical accounting experience
• Confidence in managing your own workload and priorities
• The ability to build strong and lasting client relationships
• Strong initiative and the confidence to work independently, but also be a core member of the wider team
• Ambition to grow withing a busy and expanding firm