Strategic Client Portfolio Manager

Michael Page (UK); Fareham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency seeks a Portfolio Manager for a respected small-sized organisation in Fareham. In this role, you will manage client portfolios, ensuring compliance and delivering accurate accounting services. Candidates should possess a professional qualification in Accounting or Finance and have strong knowledge of accounting principles. The position offers a competitive salary and opportunities for career development within the business services industry, along with additional benefits like a discretionary bonus and 28 days of annual leave.

Benefits

28 days annual leave, including Bank Holidays

Discretionary bonus scheme

Free Car Parking

Qualifications

• Previous experience managing client portfolios within the business services industry.
• Confidence in supervising and mentoring junior staff members.
• A proactive and solutions-oriented approach to challenges.
• Full UK Driving Licence and access to a car due to office location.

Responsibilities

• Manage a portfolio of clients, ensuring timely and accurate delivery of accounting services.
• Provide professional advice to clients on accounting and finance-related matters.
• Identify and implement process improvements to enhance efficiency.
• Report on portfolio performance and contribute to strategic planning.

Skills

Strong technical knowledge of accounting principles

Excellent organisational and time-management skills

Outstanding communication and interpersonal skills

Proficiency in accounting software

Education

Professional qualification in Accounting or Finance (e.g., ACA, ACCA)

Tools

Microsoft Office applications

Job description

A leading recruitment agency seeks a Portfolio Manager for a respected small-sized organisation in Fareham. In this role, you will manage client portfolios, ensuring compliance and delivering accurate accounting services. Candidates should possess a professional qualification in Accounting or Finance and have strong knowledge of accounting principles. The position offers a competitive salary and opportunities for career development within the business services industry, along with additional benefits like a discretionary bonus and 28 days of annual leave.