Portfolio Manager

Sewell Wallis Ltd; Sheffield; On-site; GBP 80,000 - 100,000; Full time

Job summary

A forward-thinking Accounting Firm in Sheffield is seeking a qualified Portfolio Manager. You will manage a portfolio of clients, provide strategic financial advice, and ensure compliance with regulations. Ideal candidates are ACA or ACCA qualified with experience in client management. The firm offers a competitive salary, flexible working, and a great office culture.

Benefits

Competitive salary

Flexible working

Modern offices

Great working culture

Qualifications

• ACA or ACCA qualified accountant.
• Experience working with a varied portfolio of clients.
• Excellent communication both verbal and written.

Responsibilities

• Manage a large portfolio of clients and deliver advisory services.
• Preparation of accounts including statutory and management information.
• Build and maintain strong client relationships.

Skills

ACA qualified

Experience with varied portfolio of clients

Excellent communication

Team management experience

Xero certified

Knowledge in accounting software

Proactive approach

Education

ACCA qualified

Tools

Xero

Microsoft Office

Job description

Sewell Wallis are looking for a Portfolio Manager to join a well-established and forward-thinking Accounting Firm based in Sheffield. You will be ACA or ACCA qualified and currently working within the role of Portfolio Manager or Fractional FD, managing a portfolio of clients, providing them with strategic financial advice, statutory accounts, management reports, tax compliance, and advisory services.

What will you be doing?

• Manage a large portfolio of clients and deliver advisory services.
• Preparation of accounts including statutory and management information.
• Taking ownership of quoting, converting and onboarding new clients.
• Build and grow of your own portfolio.
• Team development, including hiring and managing staff.
• Ensure compliance with all relevant regulations and standards.
• Build and maintain strong client relationships to drive satisfaction and retention.

What skills are we looking for?

• ACA or ACCA qualified accountant.
• Experience working with a varied portfolio of clients.
• Excellent communication both verbal and written.
• Team management experience.
• Xero certified.
• Strong knowledge in accounting software and Microsoft Office applications.
• A proactive and solutions-oriented approach to challenges.

What's on offer?

• A competitive salary depending on experience.
• Flexible working.
• Modern offices with great facilities.
• Great working culture, team events and flexible dress code.

Sewell Wallis is an Equal Opportunities Employer.