Portfolio Manager

CMA Recruitment Group; Peacehaven; On-site; GBP 80,000 - 100,000; Full time

Job summary

A dynamic firm in Winchester is seeking a talented Portfolio Manager to manage a diverse client portfolio and lead high-level client discussions. The successful candidate will play a proactive role in mentoring junior team members and enjoy a supportive environment with strong career progression opportunities. This role offers flexibility, onsite parking, and a profit share scheme, making it ideal for an ambitious individual looking to grow within a collaborative company.

Benefits

Profit share scheme

Flexible working environment

Onsite parking

Career development support

Qualifications

• Qualified accountant with experience in management roles.
• Ability to manage diverse client portfolios effectively.
• Demonstrated leadership potential and passion for mentoring.

Responsibilities

• Managing a diverse portfolio of clients and providing support.
• Leading client meetings on financial topics from day one.
• Mentoring and developing junior team members.

Skills

Qualified accountant

Client management

Confident communication

Leadership potential

Hands-on approach

Job description

Join a dynamic firm in Winchester as a Portfolio Manager.

Our client, a well-established and growing business, is seeking a talented Portfolio Manager to join their team in Winchester. With a strong reputation for delivering excellent client service, this firm combines a collaborative culture with high professional standards. The successful candidate will join a supportive environment offering career progression towards senior management and enjoy a flexible working policy along with onsite parking and excellent transport links.

What will the Portfolio Manager role involve?

• Managing a diverse portfolio of clients, providing both management and accounting support
• Acting as a trusted advisor to senior client stakeholders, confidently leading meetings on high-level financial topics from day one
• Balancing hands‑on work with high‑level oversight to ensure quality delivery and client satisfaction
• Playing a proactive role in mentoring and developing junior team members, contributing to their career growth
• Collaborating closely with clients to integrate effectively as part of their extended finance team

Suitable Candidate for the Portfolio Manager vacancy

• Qualified accountant with experience beyond standard reporting roles, comfortable working autonomously and leading client discussions
• Proven ability to manage client portfolios with a hands‑on, all‑rounder approach
• Confident communicator who can engage with senior client stakeholders professionally and persuasively
• Demonstrated leadership potential with enthusiasm for developing junior team members
• Ambitious and driven individual looking to grow into senior management roles within a supportive company

Additional benefits and information for the role of Portfolio Manager

• Profit share scheme reflecting performance and contribution
• Friendly and flexible working environment promoting work‑life balance
• Convenient office location near Winchester train station with ample onsite parking
• Strong focus on career development with structured support towards senior management progression
• CPD and study as required

CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn’t discriminate on any protected characteristics.