Client Portfolio Manager (Partner Designate)

Fletcher George Financial Recruitment; City Of London; On-site; GBP 65,000 - 80,000; Full time

Job summary

A leading recruitment agency is seeking a Client Portfolio Manager to manage a diverse portfolio of clients and deliver high-quality financial services. You will supervise a team, oversee client onboarding, and contribute to profitability. Candidates should have ACA/ACCA qualifications and strong experience in financial reporting and client management. The position is based in Harrow with a salary of £65,000 – £80,000.

Benefits

25 days annual leave plus bank holidays

Critical life cover

Ongoing training and career development

Qualifications

• Experience managing a portfolio of at least £450k in a practice environment.
• Strong technical skills in financial reporting, tax, and management accounts.
• Proven ability to lead and mentor a team.

Responsibilities

• Take ownership of a client portfolio, ensuring timely delivery of financial services.
• Review year-end accounts and oversee tax computations.
• Lead client onboarding processes for cloud accounting software.

Skills

Financial reporting

Tax compliance

Team leadership

Client relationship management

Organizational skills

Education

ACA / ACCA qualification or equivalent

Tools

Xero

IRIS

Sage

Job description

Overview

Client Portfolio Manager (Partner Designate) – Harrow, £65,000 – £80,000
Full-time | ACA / ACCA Qualified

This is a newly created role, introduced as a result of continued growth. You will work closely with the leadership team, manage a diverse portfolio of clients, and play a key role in delivering high-quality outsourced finance services and advisory support. You are an ambitious individual looking for potential partnership.

Responsibilities

• Managing a Client Portfolio: Taking ownership of a client portfolio valued at approximately £600k, ensuring the delivery of statutory accounts, management reports, tax compliance, and advisory services.
• Statutory Accounts: Reviewing year-end accounts in accordance with FRS 105 and FRS 102 (1A).
• Tax and Management Accounts: Overseeing the preparation and review of corporation tax computations, management accounts, and returns.
• Bookkeeping and VAT: Reviewing bookkeeping and VAT returns prepared by the UK and offshore team, ensuring accuracy and compliance.
• Client Onboarding and Software Integration: Leading client onboarding processes and supporting the use of cloud accounting software such as Xero, IRIS, and Sage.
• Advisory Work: Providing clients with advice on tax-efficient remuneration and other planning opportunities, with input from senior management as required.
• Team Supervision and Leadership: Supervising a team based both in the UK and offshore, reviewing their work, and supporting their ongoing development.
• Profitability and Project Management: Contributing to profitability by overseeing charge-out rates and managing ad hoc projects as they arise.

Qualifications

• ACA / ACCA qualification (or equivalent).
• Experience managing a portfolio of at least £450k within a practice environment.
• Strong technical skills in financial reporting, tax, and management accounts.
• Proven ability to lead and mentor a team.
• Excellent communication, organisational, and relationship-building skills.

What’s on Offer

• Salary: £65,000 – £80,000, depending on experience and qualifications.
• Excellent benefits including critical life cover
• Hours: 37.5-hour work week.
• Holiday: 25 days annual leave plus bank holidays.
• Ongoing Training and Career Development: A real opportunity to grow your career within a progressive and collaborative firm.
• Work Environment: Office-based role in Harrow, working closely with experienced Partners and senior leadership. The firm enjoys high staff retention and a positive, team-oriented culture

Apply

If you are a motivated and experienced accounting professional ready to take on a rewarding and varied role, we would be delighted to hear from you. Please apply for this Client Portfolio Manager position, and we will aim to respond to all suitable applicants within 48 hours.

Fletcher George is a Surrey-based accountancy and finance recruitment agency that values inclusion and diversity. We welcome applications from all suitably qualified individuals and are proud to support professionals in finding roles where they can thrive. We are acting as an Employment Agency for this vacancy.