Finance Portfolio Manager — Drive Client Growth

striveX Ltd; Manchester; Hybrid; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Competitive salary

Clear career progression

Monthly personal development meetings

Comprehensive study support

Flexible working arrangements

Annual workcation

Private medical, dental, optical & travel insurance OR gym membership

Free sessions with financial and mortgage advisors

Full sick pay

Job summary

A valued accounting firm is seeking a Business Services Portfolio Manager in Manchester or Stokenchurch. The ideal candidate will manage client portfolios, overseeing bookkeeping, VAT returns, and payroll. Strong technical skills and experience in an accountancy practice are required. This role offers a competitive salary, clear career progression, and an excellent benefits package, including study support and flexible working arrangements.

Qualifications

• Minimum of 3 years’ experience working in an accountancy practice.
• Excellent soft skills and confidence communicating with business owners.
• Genuine interest in clients and a desire to support their business growth.

Responsibilities

• Manage a portfolio of clients end-to-end with full responsibility.
• Act as the main point of contact for your clients.
• Prepare bookkeeping, VAT returns, management accounts, and payroll.

Skills

VAT

Bookkeeping

Management accounts

Payroll

Communication

Organizational skills

Client relationship management

Education

AAT Level 4 qualified or above

Job description

A valued accounting firm is seeking a Business Services Portfolio Manager in Manchester or Stokenchurch. The ideal candidate will manage client portfolios, overseeing bookkeeping, VAT returns, and payroll. Strong technical skills and experience in an accountancy practice are required. This role offers a competitive salary, clear career progression, and an excellent benefits package, including study support and flexible working arrangements.