Client Portfolio Manager
4 weeks ago
We are seeking an experienced Client Portfolio Manager to join our team at Public Practice Recruitment Ltd. As a Client Portfolio Manager, you will be responsible for managing a client portfolio, monitoring all commercial aspects of portfolio management, and overseeing junior team members.
About the Role:- Manage a client portfolio, 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.
Public Practice Recruitment Ltd is a leading recruitment agency specializing in accountancy recruitment. We have a strong reputation for providing high-quality candidates to our clients and offer a supportive and educational working environment.
Employee Benefits:- £40,000 to £52,000 pa.
- Permanent, full-time role.
- Flexible and hybrid working options.
- Generous holiday allowance.
- Contributory pension scheme.
- Professional development opportunities.
- Positive and supportive company culture.
- ACA or ACCA qualified with demonstrable experience within practice.
- Adept at using accountancy software.
- 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.
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