Senior Portfolio Manager

6 hours ago


Milton Keynes, Milton Keynes, United Kingdom PBR Executive Search Limited Full time

Portfolio Leadership Role

We are seeking a seasoned accounting professional to lead our client services team and drive portfolio growth.

Key Responsibilities:

  • Develop and maintain strong client relationships through regular communication and exceptional service delivery.
  • Identify opportunities to expand portfolio sizes and contribute to business development initiatives.
  • Manage portfolio finances, including driving monthly billing targets, monitoring recoveries, and forecasting.
  • Oversee the development of senior and executive accountants within the team, providing coaching, training, and guidance.
  • Promote and implement our bespoke software, ForSite, across the team and clients.
  • Stay up-to-date with sector technical updates and share knowledge with the team.

About You:

  • AAT qualified or part ACCA/ACA qualified.
  • Strong accounting background and ideally experience in an accountancy practice.
  • Excellent communication and interpersonal skills.

Join our team at PBR Executive Search Limited and contribute to our success.



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