Senior Portfolio Manager
4 weeks ago
We are seeking an experienced Client Manager to join our team in Doncaster. As a key member of our client service team, you will be responsible for managing a portfolio of clients, overseeing junior team members, and supporting business development.
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.
We are a well-established firm with an excellent reputation for providing a full-suite of accounting support to a varied portfolio across the North. As part of a multi-office practice, our Doncaster team is made up of experienced accountants, tax specialists, and seasoned auditors.
What We Offer:- £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 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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Senior Portfolio Manager
4 weeks ago
Doncaster, Doncaster, United Kingdom Public Practice Recruitment Ltd Full timeJob Title: Senior Portfolio ManagerJob 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...
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Senior Portfolio Manager
4 weeks ago
Doncaster, Doncaster, United Kingdom Public Practice Recruitment Ltd Full timeJob Title: Senior Portfolio ManagerWe are seeking an experienced Senior Portfolio Manager to join our team in Doncaster. As a key member of our management team, you will be responsible for managing a portfolio of clients, overseeing junior team members, and supporting business development.About the Role:Manage a client portfolio of c.£300k fee income,...
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