Client Portfolio Director

3 days ago


Cambridge, Cambridgeshire, United Kingdom EA First Full time
Role Overview

We are seeking an experienced Financial Services Leader to join our Outsourcing team. The successful candidate will be responsible for managing client relationships and delivering high-quality services to meet their needs.

About the Role

The ideal candidate will have ACA / ACCA/ CIMA qualification, experience in managing a client portfolio, and knowledge of software such as Xero, Excel, and Quickbooks. Strong communication skills and management accounts experience are also essential.

Key Responsibilities
  • Manage client relationships and develop effective system processes to improve efficiency and productivity.
  • Prepare and complete accurate management accounts and VAT returns.
  • Liaise with clients to deliver fully outsourced finance solutions and address any queries they may have.
  • Take leadership responsibility over the team and mentor junior staff members.
Ideal Candidate Profile
  • ACA / ACCA/ CIMA Qualified.
  • A history of managing a client portfolio.
  • Experience using software such as Xero, Excel, and Quickbooks.
  • Previous experience working within a practice firm.
  • Strong communication skills.
  • Management accounts experience.
What's on Offer
  • A highly competitive salary (£60,000 - £80,000 per annum) based on location and experience.
  • Opportunities to progress within the team.
  • Flexible working arrangements.
  • Contributory pension scheme.
  • Healthcare benefits.


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