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Senior Portfolio Manager

1 month ago


Doncaster, Doncaster, United Kingdom Public Practice Recruitment Ltd Full time

Job Title: Senior Portfolio Manager

Job Summary: We are seeking a highly skilled Senior Portfolio Manager to join our team at Public Practice Recruitment Ltd. As a Senior Portfolio Manager, you will be responsible for managing a client portfolio of c.£300k fee income, monitoring all commercial aspects of portfolio management, and overseeing junior team members.

About the Role:

  • Manage a client portfolio of c.£300k fee income, monitoring all commercial aspects of portfolio management.
  • Oversee junior team members, including workflow management, reviewing work, and identifying training opportunities.
  • Work directly with Partners to ensure expectations, deadlines, and budgets are being met.
  • Support business development by scoping new service lines for your portfolio.
  • Work closely across departments to ensure clients are benefiting from an all-encompassing service.
  • Preparation and review of accounts files and support the tax planning process.
  • Review processes and implement more efficient ways of service delivery.
  • Set an example as a hands-on and supportive Manager.

About Us:

Public Practice Recruitment Ltd is a leading recruitment agency specializing in accountancy and finance roles. We have a strong reputation for providing high-quality candidates to our clients and offer a supportive and educational working environment.

What We Offer:

  • A competitive salary of £40,000 to £52,000 per annum.
  • A permanent, full-time role with flexible and hybrid working options.
  • A generous holiday allowance and contributory pension scheme.
  • Professional development opportunities and a positive and supportive company culture.

Requirements:

  • ACA or ACCA qualified with demonstrable experience within practice.
  • Adept at using accountancy software and technically competent across the Microsoft suite.
  • A can-do attitude and a proactive approach to problem-solving.
  • Highly organized and able to manage own workload effectively.
  • Good communication and advisory skills.
  • Confident working alongside senior management.
  • Motivated and able to inspire others.
  • Collaborative and creative.
  • Strong business acumen.