Client Portfolio Manager

2 months ago

Woking, United Kingdom Perrott Partners Recruitment Ltd Full time

Within this UK leading charity accounts outsourcing firm, c 45 staff this is an excellent opportunity to join at the Client Portfolio Manager level with the future potential to develop as a Director and help expand the business further

This innovative firm of work almost exclusively with the social enterprise and not for profit sector, providing outsourced finance solutions, providing a Finance Directors service for many clients, together with payroll, finance support, and management /statutory accounting services.

This varied role is responsible for a portfolio of Charity & not for profit clients where we provide an outsourced accounting service. You will work for Senior Client Managers and the Director supporting them in providing excellent client service.

Overseeing the preparation of management accounts (becoming hands on where required) for a portfolio of clients where we provide a fully outsourced accounts function, including preparation of a supporting file and ensuring a complete understanding of theunderlying numbers, flagging areas of concern and judgement.

Attending Charity Board Meetings and In House Management Meetings

Managing your own portfolio and supervising Accounts Seniors and Trainees, in-house bookkeepers, overseeing preparation of draft client VAT returns and payroll for review preparing management accounts and management reporting

Preparation of draft statutory accounts / or supervision

Liaison with auditors and first point of contact for dealing with audit queries on a timely basis.

The role involves occasional travel to client sites, mainly in Central London. You will be making a real difference to the success of your clients and helping them achieve their goals.

You are a 2-4 years post qualified ACA / ACCA to current Supervisor level, with relevant outsourcing accounts experience working in an accountancy practice. You must be keen to work with not for profits / social enterprises and some previous experience ishighly desirable.

This role would suit an ambitious professional looking to make a move to a progressive growing firm with the desire to make a difference.

**On offer**
A competitive salary with progressive benefits and bonus
A relaxed but professional working environment with social activities
The opportunity to work with a broad range of clients across the charity and not for profit sector and make a real difference to their achievements

  • Client Manager

    1 month ago

    Woking, United Kingdom Pro Talent Full time

    We are delighted to partner with a reputable medium-sized UK accountancy practice situated in the thriving town of Woking. Renowned for their commitment to client satisfaction and professional growth, our client is seeking a dedicated and experienced Client Manager to join their team. This role presents a unique opportunity to lead client relationships and...

  • Client Manager, £35K-£45K, Hybrid Working, Portfolio Management

    7 days ago

    Woking, Surrey, United Kingdom Hays Senior Finance Full time €45,000

    Your new company - My client is a 2 Partner firm on the outskirts of Woking who have a long-established client portfolio. They have a close-knit team who work closely and support each other with clients. They have an opportunity to join their talented growing team in the role of Client Manager. - As a friendly, proactive, and down-to-earth accounting...

  • Client Manager, £35K-£45K, Hybrid Working, Portfolio Management

    4 days ago

    Woking, Surrey, United Kingdom Hays Full time

    Your new company Want to apply Read all the information about this position below, then hit the apply button.- My client is a 2 Partner firm on the outskirts of Woking who have a long-established client portfolio. They have a close-knit team who work closely and support each other with clients. They have an opportunity to join their talented growing team in...

  • Clients Payroll Administrator

    1 week ago

    Woking, United Kingdom Portfolio Payroll Limited Full time

    Our client is seeking an experienced Clients Payroll Administrator to join their busy teamDuties include;Key responsibilities:Accurate processing of client payrolls across weekly, monthly, quarterly pay cyclesSetting up PAYE schemes with HMRCMaintaining and updating client and employee permanent changesAssisting with other ad-hoc duties as...

  • Clients Payroll Administrator

    11 hours ago

    Woking, United Kingdom Portfolio Payroll Limited Full time

    Our client is seeking an experienced Clients Payroll Administrator to join their busy teamDuties include;Key responsibilities:Accurate processing of client payrolls across weekly, monthly, quarterly pay cyclesSetting up PAYE schemes with HMRCMaintaining and updating client and employee permanent changesAssisting with other ad-hoc duties as...

  • Clients Payroll Administrator

    1 week ago

    Woking, United Kingdom Portfolio Payroll Limited Full time

    Our client is seeking an experienced Clients Payroll Administrator to join their busy team Duties include; Key responsibilities: Accurate processing of client payrolls across weekly, monthly, quarterly pay cycles Setting up PAYE schemes with HMRC Maintaining and updating client and employee permanent changes Assisting with other ad-hoc duties as...

  • Clients Payroll Administrator

    9 hours ago

    Woking, United Kingdom Portfolio Payroll Limited Full time

    Our client is seeking an experienced Clients Payroll Administrator to join their busy team Duties include; Key responsibilities: Accurate processing of client payrolls across weekly, monthly, quarterly pay cycles Setting up PAYE schemes with HMRC Maintaining and updating client and employee permanent changes Assisting with other ad-hoc duties as...

  • Clients Payroll Administrator

    7 days ago

    Woking, United Kingdom Portfolio Payroll Limited Full time

    Our client is seeking an experienced Clients Payroll Administrator to join their busy teamDuties include;Key responsibilities: Accurate processing of client payrolls across weekly, monthly, quarterly pay cyclesSetting up PAYE schemes with HMRCMaintaining and updating client and employee permanent changesAssisting with other ad-hoc duties as...

  • Client Partner

    2 weeks ago

    Woking, United Kingdom Datamatics Full time

    Position Overview:We are seeking a Global Client Partner to join our dynamic team. The ideal candidate will have strong experience in client management, P&L oversight, and portfolio management. The candidate must have a strong technical background, coupled with proven success in global client partnerships and account management within the insurance industry....

  • Client Accountant

    2 weeks ago

    Woking, United Kingdom Halmer Recruit Full time

    his is an exciting opportunity for an experienced Accountant to join a growing family-run accountancy practice in the wider Woking area. If you seek a firm to grow within and develop professionally this is the place for you! The Partners are highly experienced Accountants and would be able to support your ongoing personal and professional development.Rounded...

  • Client Partner

    1 week ago

    Woking, United Kingdom Datamatics Full time

    Position Overview:nWe are seeking a Global Client Partner to join our dynamic team. The ideal candidate will have strong experience in client management, P&L oversight, and portfolio management. The candidate must have a strong technical background, coupled with proven success in global client partnerships and account management within the insurance...

  • Client Accountant

    1 month ago

    Woking, United Kingdom Halmer Recruit Full time

    his is an exciting opportunity for an experienced Accountant to join a growing family-run accountancy practice in the wider Woking area. If you seek a firm to grow within and develop professionally this is the place for you! The Partners are highly experienced Accountants and would be able to support your ongoing personal and professional...

  • Client Accountant

    1 month ago

    Woking, United Kingdom Halmer Recruit Full time

    his is an exciting opportunity for an experienced Accountant to join a growing family-run accountancy practice in the wider Woking area. If you seek a firm to grow within and develop professionally this is the place for you! The Partners are highly experienced Accountants and would be able to support your ongoing personal and professional development.Rounded...

  • Client Accountant

    4 weeks ago

    Woking, United Kingdom Halmer Recruit Full time

    his is an exciting opportunity for an experienced Accountant to join a growing family-run accountancy practice in the wider Woking area. If you seek a firm to grow within and develop professionally this is the place for you! The Partners are highly experienced Accountants and would be able to support your ongoing personal and professional development.Rounded...

  • Client Accountant

    11 hours ago

    Woking, United Kingdom Halmer Recruit Full time

    his is an exciting opportunity for an experienced Accountant to join a growing family-run accountancy practice in the wider Woking area. If you seek a firm to grow within and develop professionally this is the place for you! The Partners are highly experienced Accountants and would be able to support your ongoing personal and professional development.Rounded...

  • Client Manager, £35K-£45K, Hybrid Working, Portfolio Management

    6 days ago

    Woking, South East, Hybrid, United Kingdom Hays Full time

    Your new company Want to apply Read all the information about this position below, then hit the apply button.- My client is a 2 Partner firm on the outskirts of Woking who have a long-established client portfolio. They have a close-knit team who work closely and support each other with clients. They have an opportunity to join their talented growing team in...

  • Client Accountant

    2 weeks ago

    Woking, United Kingdom Halmer Recruit Full time

    This is an exciting opportunity for an experienced Accountant to join a growing family-run accountancy practice in the wider Woking area. If you seek a firm to grow within and develop professionally this is the place for you! The Partners are highly experienced Accountants and would be able to support your ongoing personal and professional development....

  • Director of ASD

    1 week ago

    Woking, United Kingdom Asahi Europe and International Full time

    This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Asahi UK (AUK), part of Asahi Europe & International Ltd, aims to enrich consumer experiences through innovation, high-quality service and an exceptional portfolio of premium beer, ale and cider brands including, Peroni Nastro Azzurro, Asahi Super Dry,...

  • Client Manager, Hybrid, £35K-£45K, Director Designate

    2 weeks ago

    Woking, United Kingdom CareerBliss Full time

    Your new company - My client is a 2 Partner firm on the outskirts of Woking who have a long-established client portfolio. They have a close-knit team who work closely and support each other with clients. They have an opportunity to join their talented growing team in the role of Client Manager.- As a friendly, proactive, and down-to-earth accounting firm,...

  • Client Manager, Hybrid, £35K-£45K, Director Designate

    9 hours ago

    Woking, United Kingdom CareerBliss Full time

    Your new company - My client is a 2 Partner firm on the outskirts of Woking who have a long-established client portfolio. They have a close-knit team who work closely and support each other with clients. They have an opportunity to join their talented growing team in the role of Client Manager.- As a friendly, proactive, and down-to-earth accounting firm,...