Partner Designate

www.topfinancialjobs.co.uk - Jobboard; London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

A dynamic accountancy and business advisory firm seeks a Portfolio Manager to manage and grow client accounts while ensuring compliance and quality. This role includes leadership responsibilities with potential for partnership and offers a competitive salary along with a hybrid working model, 25 days of annual leave, and additional perks.

Benefits

Competitive salary

25 days' annual leave plus bank holidays

Option to purchase up to 5 additional days of leave

Company pension scheme

Life assurance (4x annual salary)

Enhanced family leave and sick pay policies

Qualifications

• ACA/ACCA qualified with at least 3 years' experience.
• Proven experience in managing client portfolios.
• Comfortable with implementing new technologies.

Responsibilities

• Manage and grow a portfolio of client accounts.
• Contribute to strategic planning and drive efficiency.
• Build strong, long-term relationships with clients.

Skills

Leadership

Analytical Mindset

Relationship Building

Commercial Awareness

Decision Making

Education

ACA/ACCA Qualification

Job description

Your new company
This is a forward-thinking accountancy and business advisory firm formed in 2019 through the merger of leading practices across the UK and Ireland. With over 2,500 professionals in regional offices, the firm is committed to delivering trusted, locally forged advice to SMEs. It fosters a collaborative culture, offering future-focused career opportunities and supporting individual specialisms.

Your new role
As a Portfolio Manager, you will take on a key leadership role, managing and growing a personal portfolio of client accounts while delivering exceptional service. You'll build strong, long-term relationships with clients and internal stakeholders, ensuring compliance, quality, and value. You'll also contribute to strategic planning, drive efficiency through technology, and support the firm's growth in revenue and profitability. This role offers clear partner potential, with succession planning in place for a high-value portfolio.

What you'll need to succeed
ACA/ACCA qualified with at least 3 years' post-qualification experience in a general practice role at a mid-tier firm
Proven experience in managing and growing client portfolios
Strong leadership and team engagement skills
Commercially astute with a strategic, analytical mindset
Excellent communication and relationship-building abilities
Comfortable with implementing and working with new technologies
Ethical, professional, and confident in decision-making
Organised, driven, and committed to delivering excellence

What you'll get in return
Competitive salary
Hybrid working model
25 days' annual leave plus bank holidays
Option to purchase up to 5 additional days of leave (maximum 30 days)
Company pension scheme
Life assurance (4x annual salary)
Enhanced family leave and sick pay policies

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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