Portfolio Manager – Client Advisory & Growth (Practice)

ProTalent Limited; Basingstoke; On-site; GBP 80,000 - 100,000; Full time

Job summary

A respected accountancy firm in Hampshire seeks an experienced Portfolio Manager to manage a diverse client portfolio. The ideal candidate will hold an ACA or ACCA qualification, have solid experience in an accountancy practice, and enjoy client interaction. Responsibilities include managing client accounts, providing proactive business advice, and overseeing junior staff. The firm values relationships over rigid structures, offering competitive salary, growth opportunities, and a supportive work environment.

Benefits

Competitive salary based on experience

Warm and welcoming working environment

Opportunities to grow and evolve in role

Qualifications

• Solid experience in an accountancy practice environment.
• Comfortable handling mixed portfolios and providing business advice.
• Highly organised and able to manage deadlines.

Responsibilities

• Manage a portfolio of clients, mainly owner-managed businesses.
• Prepare and review year-end accounts and tax submissions.
• Provide proactive business advice to clients.
• Build long-term client relationships.
• Oversee junior staff and assist in their development.

Skills

Client relationship management

Communication skills

Attention to detail

Team collaboration

Education

ACA or ACCA qualification

Job description

A respected accountancy firm in Hampshire seeks an experienced Portfolio Manager to manage a diverse client portfolio. The ideal candidate will hold an ACA or ACCA qualification, have solid experience in an accountancy practice, and enjoy client interaction. Responsibilities include managing client accounts, providing proactive business advice, and overseeing junior staff. The firm values relationships over rigid structures, offering competitive salary, growth opportunities, and a supportive work environment.