Client/Portfolio Manager

Botham Accounting; Nottingham; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid work options

33 days holiday

Management Academy training

Job summary

Botham Accounting is seeking a Portfolio/Client Manager to oversee a portfolio of ambitious SMEs, acting as the trusted adviser on financial strategy and business growth.

You will develop client relationships, deliver strategic insights, and lead collaborative client meetings with Directors, while mentoring junior staff. The role offers hybrid working, mentorship through our Management Academy, and a salary between £50,000 and £60,000 per year.

Qualifications

• 4+ years' practice experience in a professional accounting setting with client relationships.
• Qualified Accountant (ACCA, ACA, AAT, or CIMA) with client-facing experience.
• Proficient in cloud accounting software and Excel.
• Strong communicator capable of translating complex information into actionable insights.
• Commitment to clients' success and big-picture thinking.

Responsibilities

• Client Partnership: build relationships, align services with client goals.
• Strategic Insights: deliver financial data and forward-thinking advice.
• Collaboration & Leadership: contribute to client meetings and develop internal processes.
• Mentorship: guide junior team members.

Skills

Client relationship building

Cloud accounting software

Excel proficiency

Strong communication

Advisory mindset

Education

ACCA/ACA/AAT/CIMA qualified

Tools

Cloud accounting software

Microsoft Excel

Job description

Are you ready to break free from the mundane and step into a role that’s all about driving client success? As a Portfolio/Client Manager, you’ll be the financial maestro for your own portfolio of ambitious SMEs, helping them navigate their business journeys with confidence. Your role is pivotal: you’ll be their go‑to for financial insights, a trusted adviser, and a key player in crafting their success stories.

Here’s How You’ll Make An Impact

• Client Partnership: You’re not just crunching numbers; you’re building relationships, understanding client goals, and aligning our services to meet their needs.
• Strategic Insights: Deliver essential financial data and forward-thinking advice, helping clients make informed decisions.
• Collaboration & Leadership: Work hand-in-hand with our Directors on engaging client meetings and checkpoints. Play a key role in developing our team and internal processes.
• Mentorship: Share your expertise and guide junior team members, shaping the next generation of client-focused accountants.

This is more than a job; it’s a career leap into advisory, business development, and leadership. And as you grow, we’re here to support you every step of the way with our Management Academy bespoke training programme.

What You Bring

We’re looking for someone with a proactive, client-first mindset who’s ready to drive results and make an impact.

• 4+ years' practice experience in a professional accounting setting, with a track record of building strong client relationships.
• Qualified Accountant (ACCA, ACA, AAT, or CIMA) with a love for client-facing work.
• Proficient in cloud accounting software and Microsoft Office, especially Excel.
• Strong communicator with a knack for making complex information clear and actionable.
• A commitment to clients’ success and an ability to see the bigger picture, putting yourself in your clients’ shoes.

Why Join Us?

• Flexibility that Fits Your Life: Enjoy hybrid work options and flexibility after probation to keep your work-life balance in check and 33 days holiday.
• Your Growth, Our Priority: From personalised mentorship in our professional conversations programme to career advancement opportunities, we’re invested in helping you reach your full potential.
• Culture with Purpose: Our values of Collaboration, Professional and Special guide how we work and interact. We’re focused, committed, everything that we do is extra ordinary and we have fun doing what we do.

Our Team Culture

At Botham Accounting, we believe that a strong team culture is the foundation of our success. We encourage an environment where everyone feels valued and empowered to contribute their best. Our team is a close-knit group of professionals who support each other, celebrate successes together, and learn from challenges. We promote open communication, continuous learning, and innovation. Whether it’s through team-building activities, professional development workshops, or casual get-togethers, we ensure that our workplace is not just productive but also enjoyable.

Ready to Make a Difference?

Salary: From £50,000 to £60,000 per year

South Yorkshire Office
The Innovation Centre
217 Portobello
Sheffield
S1 4DP