Portfolio Manager

CMA Recruitment Group; Winchester; 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, act as an advisor, and develop junior team members. The role promises a supportive environment, career progression opportunities, and a flexible working policy. Ideal candidates will be qualified accountants with proven leadership potential and the ability to communicate confidently with senior stakeholders. This position offers a profit share scheme and a focus on work-life balance.

Benefits

Profit share scheme

Friendly and flexible working environment

Convenient office location

Strong focus on career development

Qualifications

• Comfortable working autonomously and leading client discussions.
• Proven ability to manage client portfolios in a hands-on approach.
• Demonstrated leadership potential with enthusiasm for developing juniors.

Responsibilities

• Managing a diverse portfolio of clients, providing both management and accounting support.
• Acting as a trusted advisor to senior client stakeholders.
• Mentoring and developing junior team members.

Skills

Qualified accountant

Confident communicator

Client portfolio management

Mentoring and developing junior team members

Job description

Overview

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. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work‑finding services. Our Privacy Notice can be viewed under the privacy tab on our website.

CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.