Portfolio Manager

ACCA Careers; Fareham; On-site; GBP 40,000 - 55,000; Full time

Job summary

A respected small-sized organization in Fareham is seeking a Portfolio Manager to lead client portfolios in the Accounting & Finance department. The ideal candidate will possess strong technical expertise and a desire to deliver high-quality services while fostering professional growth in a supportive environment.

Benefits

28 days annual leave, increasing to 33 days

Discretionary bonus scheme

Free Car Parking

Birthday holiday after probation

Qualifications

• Experience managing client portfolios in business services.
• Confidence in mentoring junior staff.
• Full UK Driving Licence required.

Responsibilities

• Manage client portfolios, ensuring accurate delivery of services.
• Oversee financial statements and tax returns.
• Build client relationships to enhance satisfaction.

Skills

Technical knowledge of accounting principles

Excellent organisational skills

Proficiency in accounting software

Outstanding communication skills

Education

Professional qualification in Accounting or Finance (e.g., ACA, ACCA)

Tools

Microsoft Office applications

Accounting software

Job description

This is an excellent opportunity for a Portfolio Manager to lead and manage client portfolios within the Accounting & Finance department. The role is perfect for someone with strong technical expertise and a passion for delivering high-quality services in the business services industry.

Client Details

The company is a small-sized organisation operating within the business services industry, specifically focused on Accounting & Finance. Known for its professional approach and commitment to excellence, the company provides tailored solutions to its clients while fostering growth and development for its employees.

Description

• Manage a portfolio of clients, ensuring timely and accurate delivery of accounting services.
• Oversee the preparation and review of financial statements and tax returns.
• Provide professional advice to clients on accounting and finance-related matters.
• Supervise and support junior team members in their professional development.
• Ensure compliance with all relevant regulations and standards.
• Identify and implement process improvements to enhance efficiency and accuracy.
• Build and maintain strong client relationships to drive satisfaction and retention.
• Report on portfolio performance and contribute to strategic planning initiatives.
  
  

Profile

A Successful Portfolio Manager Should Have

• A professional qualification in Accounting or Finance (e.g., ACA, ACCA, or equivalent).
• Strong technical knowledge of accounting principles and tax regulations.
• Previous experience managing client portfolios within the business services industry.
• Excellent organisational and time-management skills.
• Confidence in supervising and mentoring junior staff members.
• Proficiency in accounting software and Microsoft Office applications.
• A proactive and solutions-oriented approach to challenges.
• Outstanding communication and interpersonal skills.
• Full UK Driving Licence and access to a car (transport) due to location of offices.
  
  

Job Offer

• A competitive salary in the range TBC Dependent on Experience.
• 28 days annual leave, including Bank Holidays, increasing to a maximum of 33 days.
• An additional 'Holiday' birthday day after successful probation completion.
• A discretionary bonus scheme to reward performance.
• A permanent position located in Fareham with opportunities for career development
• Free Car Parking.
  
  

This is an exciting opportunity for a Portfolio Manager to join a respected small-sized organisation in Fareham. If you are looking to advance your career in the business services industry, we encourage you to apply today!