Client Portfolio Manager

3 days ago

Bath, Bath and North East Somerset, United Kingdom Public Practice Recruitment Ltd Full time
Job Title: Client Portfolio Manager

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.
About the Company:

Public Practice Recruitment Ltd is a well-established firm with an excellent reputation for providing a full-suite of accounting support to a varied portfolio across the UK. We are looking for a driven candidate to support our ambitious growth plans.

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.
Requirements:
  • 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 organised 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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