Portfolio Manager — Path to Partner (Hybrid)

Xeinadin; Tonypandy; Hybrid; GBP 55,000 - 85,000; Full time

Benefits offered by this job

Company Pension Scheme

25 days annual leave + bank holidays

Shop discounts

Job summary

Xeinadin in Tonypandy are seeking a Client Portfolio Manager to lead a portfolio of client accounts, delivering outstanding service and driving growth. You will build strong relationships with clients and staff, review files for compliance, and leverage technology to improve efficiency.

ACCA/ACA qualified with 4–5 years PQE in general practice is essential. The role offers a hybrid working model with a competitive salary and a clear path toward partnership ambitions as you grow a high-value

Qualifications

• ACCA/ACA qualification or equivalent required.
• Proven experience leading client relationships.
• Strong commercial and analytical mindset.
• Ability to drive efficiency with technology.

Responsibilities

• Manage and grow a personal portfolio of client accounts with excellent service delivery.
• Develop and maintain long-lasting relationships with clients, directors, and staff.
• Review team files to ensure compliance with legal, ethical, and statutory regulations.
• Provide industry-leading insights and solutions to grow revenue and profits.
• Drive efficiency and profitability by adopting best practices and technology.
• Contribute to strategic business planning with a focus on growth.

Skills

Client portfolio management

Relationship building

Leadership

IT literacy

Strategic thinking

Education

ACCA/ACA qualified

Tools

CRM software

IT systems proficiency

Job description

Xeinadin in Tonypandy are seeking a Client Portfolio Manager to lead a portfolio of client accounts, delivering outstanding service and driving growth. You will build strong relationships with clients and staff, review files for compliance, and leverage technology to improve efficiency.

ACCA/ACA qualified with 4–5 years PQE in general practice is essential. The role offers a hybrid working model with a competitive salary and a clear path toward partnership ambitions as you grow a high-value