Client Portfolio Manager

3 weeks ago


Cheltenham, Gloucestershire, United Kingdom Michael Page Finance Full time
Accountant/Client Manager Opportunity

This is an exceptional opportunity for a qualified accountant to manage and facilitate the accurate preparation of accounts for a wide range of owner-managed businesses (OMB) as a portfolio manager, engaging in face-to-face meetings to maintain excellent client relations.

Our client is a well-established, professional services firm based in Gloucester, with a team of 14 professional staff covering audit, accounts, and taxation services in a friendly and professional manner. They are known for providing top-quality services to a diverse range of OMB clients, both locally and nationally.

Key Responsibilities:
  • Coordinate and complete annual audits.
  • Mentor and develop a team of junior accountants, managing work allocation, training, problem resolution, performance evaluation, and building an effective team dynamic.
  • Advise on long-term business and financial planning.
  • Work as part of an established team dealing with accounts, taxation, and some audits.
Requirements:
  • A degree in finance or accounting.
  • Professional certification (e.g., ACA, ACCA) or part-qualified and therefore qualified by experience.
  • Proven working experience in the professional services industry.
  • Strong understanding of accounting and financial reporting principles and practices.
  • Proficiency in MS Office and finance software.
  • An analytical mind with a strategic ability.
What We Offer:
  • An estimated salary range of £40,500 - £60,500 per year.
  • Company parking benefits.
  • Generous holiday leave.
  • A supportive and professional work environment.
  • Opportunity to work in a successful regional firm of Chartered Accountants and Business Advisors in Gloucester.

We encourage all experienced qualified candidates who are eager to join our client's professional services team to apply for this exciting opportunity as an Accountant/Client Manager.



  • Cheltenham, Gloucestershire, United Kingdom Public Practice Recruitment Ltd Full time

    Job Title: Client Portfolio ManagerWe are seeking a highly skilled Client Portfolio Manager to join our team at Public Practice Recruitment Ltd. As a Client Portfolio Manager, you will be responsible for managing a diverse client portfolio, overseeing junior team members, and supporting business development.About the Role:Manage a client portfolio,...


  • Cheltenham, Gloucestershire, United Kingdom Public Practice Recruitment Ltd Full time

    Job Title: Client Portfolio ManagerWe are seeking a highly skilled Client Portfolio Manager to join our team at Public Practice Recruitment Ltd. As a Client Portfolio Manager, you will be responsible for managing a diverse client portfolio, overseeing junior team members, and supporting business development.About the Role:Manage a client portfolio,...


  • Cheltenham, Gloucestershire, United Kingdom Public Practice Recruitment Ltd Full time

    Job Title: Client Portfolio ManagerWe are seeking a highly skilled Client Portfolio Manager to join our team at Public Practice Recruitment Ltd. As a Client Portfolio Manager, you will be responsible for managing a diverse client portfolio, overseeing junior team members, and supporting business development.About the Role:Manage a client portfolio,...


  • Cheltenham, Gloucestershire, United Kingdom Public Practice Recruitment Ltd Full time

    Job Title: Client Portfolio ManagerWe are seeking a highly skilled Client Portfolio Manager to join our team at Public Practice Recruitment Ltd. As a Client Portfolio Manager, you will be responsible for managing a diverse client portfolio, overseeing junior team members, and supporting business development.About the Role:Manage a client portfolio,...


  • Cheltenham, Gloucestershire, United Kingdom Public Practice Recruitment Ltd Full time

    Job Title: Client ManagerAre you a seasoned Client Manager looking for a new challenge in a reputable firm in Cheltenham?We're seeking a hands-on and proactive individual to manage a diverse client portfolio, oversee junior team members, and support business development.As a Client Manager, you'll be responsible for:Managing a client portfolio, ensuring...


  • Cheltenham, Gloucestershire, United Kingdom Endsleigh Insurance Full time

    About the RoleThe Client Portfolio Manager will be responsible for managing, developing and renewing a portfolio of small to medium sized accounts with our existing partners to support increased growth and income.Key ResponsibilitiesEstablish suitable distribution methods to effectively negotiate renewal rates and terms, compiling adequate data to compose a...

  • Client Executive

    2 months ago


    Cheltenham, Gloucestershire, United Kingdom Howden Full time

    About the RoleWe are seeking a highly skilled Client Executive to join our team at Howden. As a Client Executive, you will be responsible for managing and developing a portfolio of small to medium-sized accounts with our existing partners to support increased growth and income.Key ResponsibilitiesManage, develop, and renew a portfolio of small to...

  • Client Manager

    4 weeks ago


    Cheltenham, Gloucestershire, United Kingdom Public Practice Recruitment Ltd Full time

    Job Title: Client ManagerWe are seeking a highly skilled and experienced Client Manager to join our team at Public Practice Recruitment Ltd. As a Client Manager, you will be responsible for managing a diverse client portfolio, overseeing junior team members, and supporting business development.About the Role:Manage a client portfolio, monitoring all aspects...

  • Client Manager

    4 weeks ago


    Cheltenham, Gloucestershire, United Kingdom Public Practice Recruitment Ltd Full time

    Job Title: Client ManagerWe are seeking a highly skilled and experienced Client Manager to join our team at Public Practice Recruitment Ltd. As a Client Manager, you will be responsible for managing a diverse client portfolio, overseeing junior team members, and supporting business development.About the Role:Manage a client portfolio, monitoring all aspects...


  • Cheltenham, Gloucestershire, United Kingdom Michael Page Full time

    Financial Portfolio ManagerThis is an exceptional opportunity for a qualified accountant to manage and facilitate the accurate preparation of accounts for a wide range of owner-managed businesses. As a portfolio manager, you will engage in face-to-face meetings to maintain excellent client relations.About Our ClientOur client is a well-established,...


  • Cheltenham, Gloucestershire, United Kingdom Michael Page Full time

    Financial Portfolio ManagerThis is an exceptional opportunity for a qualified accountant to manage and facilitate the accurate preparation of accounts for a wide range of owner-managed businesses. As a portfolio manager, you will engage in face-to-face meetings to maintain excellent client relations.About Our ClientOur client is a well-established,...


  • Cheltenham, Gloucestershire, United Kingdom Michael Page Finance Full time

    Accountant Portfolio Manager OpportunityThis is an exceptional opportunity for a qualified accountant to manage and facilitate the accurate preparation of accounts for a wide range of owner-managed businesses. As a portfolio manager, you will engage in face-to-face meetings to maintain excellent client relations.Our client is a well-established, professional...


  • Cheltenham, Gloucestershire, United Kingdom Howden Group Holdings Full time

    About the RoleWe are seeking a skilled Insurance Portfolio Manager to join our team at Howden Group Holdings. As a key member of our client-facing team, you will be responsible for managing and developing our portfolio of small to medium-sized accounts with existing partners.Key ResponsibilitiesDevelop and renew a portfolio of accounts to support increased...


  • Cheltenham, Gloucestershire, United Kingdom Portfolio Payroll Limited Full time

    Job Title: Payroll Assistant ManagerAbout the Role:Portfolio Payroll Limited is seeking an experienced Payroll Assistant Manager to join their busy team. The successful candidate will be responsible for the accurate processing of multiple payrolls, meeting specified deadlines. Key responsibilities include quality control of payroll input and payroll...


  • Cheltenham, Gloucestershire, United Kingdom Michael Page Full time

    Seeking a highly skilled Senior Accountant to lead our portfolio of clients in Gloucester. As a key member of our team, you will be responsible for managing and facilitating the accurate preparation of accounts for a wide range of owner-managed businesses.Our client is a well-established professional services firm known for providing top-quality services to...


  • Cheltenham, Gloucestershire, United Kingdom Michael Page Full time

    Financial Services Portfolio Manager Overview We are seeking a highly skilled Financial Services Portfolio Manager to join our team at Michael Page. As a key member of our professional services team, you will be responsible for managing and facilitating the accurate preparation of accounts for a wide range of owner-managed businesses. Responsibilities *...


  • Cheltenham, Gloucestershire, United Kingdom Michael Page Full time

    This is an exceptional opportunity for a qualified accountant to manage and facilitate the accurate preparation of accounts for a wide range of owner-managed businesses.As a portfolio manager, you will engage in face-to-face meetings to maintain excellent client relations and provide top-quality services to a diverse range of clients, both locally and...


  • Cheltenham, Gloucestershire, United Kingdom Michael Page Full time

    This is an exceptional opportunity for a qualified accountant to manage and facilitate the accurate preparation of accounts for a wide range of owner-managed businesses.As a portfolio manager, you will engage in face-to-face meetings to maintain excellent client relations and provide top-quality services to a diverse range of clients, both locally and...


  • Cheltenham, Gloucestershire, United Kingdom Howden Insurance Brokers Ltd Full time

    Job Title: Client ExecutiveWe are seeking a highly motivated and experienced Client Executive to join our team at Howden Insurance Brokers Ltd. As a Client Executive, you will be responsible for managing and developing a portfolio of small to medium-sized accounts with our existing partners to support increased growth and income.Key Responsibilities:Manage...


  • Cheltenham, Gloucestershire, United Kingdom Howden Insurance Brokers Ltd Full time

    Job Title: Client ExecutiveWe are seeking a highly motivated and experienced Client Executive to join our team at Howden Insurance Brokers Ltd. As a Client Executive, you will be responsible for managing and developing a portfolio of small to medium-sized accounts with our existing partners to support increased growth and income.Key Responsibilities:Manage...