Senior Portfolio Manager

1 day ago


Weybridge, Surrey, United Kingdom Perrott Partners Recruitment Ltd Full time

An exceptional opportunity awaits for an experienced Client Accounts Manager to transition into a senior leadership position at Perrott Partners Recruitment Ltd.

About the Role

This role offers a chance to grow professionally in a dynamic environment, overseeing a diverse portfolio of SME clients and contributing proactively to fee development through strategic networking and business development events.

Key Responsibilities
  • Manage a diverse portfolio of SME clients, ensuring seamless delivery of services.
  • Supervise and review the team's bookkeeping services, management accounts, and VAT services, fostering a culture of excellence and continuous improvement.
  • Demonstrate adaptability and proficiency in IT systems, ensuring effective integration with in-house software.
Client Base

The client base encompasses various industries, including manufacturers, professional service firms, IT developers, property developers, hospitality businesses, and not-for-profit entities.

Personal Attributes
  • Effective portfolio management, from staff planning to WIP management and billing, showcasing strong organizational skills.
  • Cultivate and strengthen client relationships, both existing and new, through excellent communication and interpersonal skills.
  • Exhibit commercial awareness in fee development, driving revenue growth and business expansion.
  • Serve as the primary point of contact for client queries within your portfolio, demonstrating exceptional customer service skills.
  • Stay proactive and informed about current legislation and compliance standards, ensuring the highest level of expertise and guidance for clients.
Team Collaboration
  • Delegate tasks effectively, provide mentorship to team members, and foster a culture of teamwork and collaboration.
  • Offer constructive feedback to junior and senior team members, promoting growth and development.
  • Lead the team, ensuring high work standards, progress monitoring, and regular feedback.
Requirements
  • ACA/ACCA qualified with a minimum of 5 years of UK practice background to a supervisory level.
  • Previous management experience of a UK team with 3 or more staff and a portfolio value of at least £300k.
  • Commercial and proactive approach to client development, driving business growth and revenue expansion.
  • Right to work in the UK without Visa support.
Salary

£60,000 - £80,000 per annum, dependent on experience.



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