Senior Portfolio Manager

Rutherford Briant Recruitment; Swindon; On-site; GBP 125,000 - 150,000; Full time

Job summary

A respected accounting firm in Swindon is seeking a Senior Client Portfolio Manager to manage diverse client portfolios and ensure their financial needs are met. This role provides ample career progression opportunities to Director level and requires strong client relationship, team leadership, and business development skills. The firm offers a competitive salary, comprehensive benefits, and a supportive work environment that values diversity and inclusion.

Benefits

Competitive salary with regular reviews

Comprehensive health and wellness benefits

Flexible working arrangements

Enhanced parental leave

Pension support

Benefits platform

Volunteer leave

Qualifications

• Proven experience managing a diverse client portfolio.
• Strong understanding of complex accounting and tax issues.
• Demonstrated ability to build and maintain strong client relationships.
• Experience leading and mentoring teams.
• Solid business development skills.

Responsibilities

• Manage a diverse portfolio of clients as their primary contact.
• Enhance client relationships and address complex issues.
• Coach and mentor junior team members.
• Lead business development initiatives to expand the client base.

Skills

Client relationship management

Complex accounting knowledge

Team leadership

Business development

Job description

Are you are a driven professional seeking a challenging and rewarding role? This company is a respected Top 20 Southwest accounting firm experiencing rapid growth and offering unparalleled career progression.

In this key position, you will manage a diverse portfolio of clients, acting as their primary point of contact and ensuring their financial and business needs are met with precision and expertise. This role offers a clear career pathway to Director level for ambitious individuals.

Responsibilities

Client Service

Maintain and enhance relationships with clients, addressing complex accounting and tax issues. Serve as the primary contact in the absence of the Partner / Director. Coordinate with compliance teams and handle intricate client work.

People & Leadership

Coach, mentor, and support junior team members. Lead and motivate your team, fostering an inclusive environment. Act as a role model, exemplifying professionalism and a client-centric approach.

Business Development

Develop long-term client relationships and identify opportunities for additional services. Collaborate with Partners / Directors to expand the client base. Support business development initiatives, including pitches and proposals.

Requirements

• Proven experience managing a diverse client portfolio.
• Strong understanding of complex accounting and tax issues.
• Demonstrated ability to build and maintain strong client relationships.
• Experience leading and mentoring teams.
• Solid business development skills.

Benefits

As a Senior Client Portfolio Manager the benefits are : -

• Competitive salary with regular reviews.
• Comprehensive health and wellness benefits.
• Flexible working arrangements, including homeworking and additional leave purchase.
• Generous support policies, including enhanced parental leave and pension.
• Additional perks, including a benefits platform and volunteer leave.

If you're a driven accounting professional looking for a rewarding career with a reputable firm, apply now!

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.