Client Portfolio Manager

5 days ago


Colchester, Essex, United Kingdom Public Practice Recruitment Ltd - Experts in Public Practice Accountancy Recruitment UK-Wide Full time £50,000 - £70,000

Job Summary

We are seeking a highly experienced and 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 varied portfolio of clients, overseeing workflow, deadlines, and budgets.

Key Responsibilities

  • Manage a portfolio of clients, providing exceptional service and ensuring client satisfaction
  • Oversee the smooth-running of the team, reviewing work, delivering training, and providing feedback
  • Plan and undertake assignments, striving to deliver service excellence
  • Monitor team performance and track targets
  • Closely monitor deadlines and ensure compliance with all financial regulations
  • Utilize computer software such as IRIS, Sage, Xero, and QuickBooks
  • Contribute to the firm's growth by retaining existing clients and building relationships with prospective clients
  • Build trusted and long-lasting client relationships, proactively handling queries
  • Review processes and implement more efficient ways of service delivery
  • Set an example to junior staff as a hands-on Manager

About the Firm

Public Practice Recruitment Ltd is a leading recruitment agency specializing in public practice accountancy recruitment. We have a strong reputation for providing high-quality recruitment services to accountancy firms across the UK.

What We Offer

  • A competitive salary of £50,000 to £70,000 per annum
  • A permanent, full-time role with flexible working arrangements
  • Enhanced annual leave and contributory company pension
  • Life assurance and paid professional subscriptions
  • Childcare voucher scheme and private healthcare scheme
  • Client and staff referral bonuses

Requirements

  • ACA/ACCA qualified or part-qualified
  • At least five years' post-qualification experience
  • Qualified by experience also considered
  • A proven track record of managing a client portfolio within practice
  • Excellent IT skills, with the ability to learn new ones quickly
  • Previous experience leading a team, reviewing work, and providing mentorship
  • Excellent communication skills, both written and verbal
  • Professional, reliable, and keen to progress within the firm
  • Self-motivated and highly organized, with the ability to meet deadlines
  • A hands-on, can-do attitude towards problem-solving
  • Analytically minded, with strong commercial acumen


  • Colchester, Essex, United Kingdom Public Practice Recruitment Ltd - Experts in Public Practice Accountancy Recruitment UK-Wide Full time

    Job SummaryWe are seeking a highly experienced and skilled Client Portfolio Manager to join our team at Public Practice Recruitment Ltd. As a key member of our team, you will be responsible for managing a varied portfolio of clients, overseeing workflow, deadlines, and budgets.Key Responsibilities:Manage a diverse portfolio of clients, ensuring timely...


  • Colchester, Essex, United Kingdom The Portfolio Group Full time

    About The Portfolio GroupWe are a leading provider of business solutions, dedicated to helping organizations achieve their goals. Our team is passionate about delivering exceptional results and building long-lasting relationships with our clients.Job SummaryWe are seeking a highly motivated and experienced Business Development Manager to join our team. As a...

  • Client Manager

    6 days ago


    Colchester, Essex, United Kingdom JobLookUp Full time

    About the RoleWe are seeking a highly skilled and experienced Client Manager to join our team at JobLookUp. As a Client Manager, you will be responsible for managing a portfolio of high net worth individual (HNWI) clients, providing exceptional advisory services, and ensuring compliance with regulatory requirements.Key Responsibilities:Manage a portfolio of...


  • Colchester, Essex, United Kingdom IG Full time

    About the RoleWe are seeking a highly skilled and experienced Client Service Manager to join our team at IG Talent. As a key member of our accounting team, you will be responsible for providing exceptional client service and support to our clients in East Anglia.Key ResponsibilitiesPreparation and review of accounts and financial forecasts for...


  • Colchester, Essex, United Kingdom IG Full time

    About the RoleWe are seeking a highly skilled and experienced Client Service Manager to join our team at IG Talent. As a key member of our accounting team, you will be responsible for providing exceptional client service and support to our clients in East Anglia.Key ResponsibilitiesPreparation and review of accounts and financial forecasts for...


  • Colchester, Essex, United Kingdom IG Full time

    Job DescriptionAt IG Talent, we have recently partnered with a local practice in East Anglia to provide exceptional accounting and advisory services. The role of the Assistant Client Manager is to undertake and review accounts preparation work as directed and help to support managing client relationships.Key Responsibilities:Preparation of management...

  • Project Manager

    5 days ago


    Colchester, Essex, United Kingdom Trust Ford Full time

    About the RoleWe are seeking an experienced Project Manager to join our team at Trust Ford. As a key member of our operations team, you will be responsible for delivering projects on time and to budget, ensuring that our property portfolio is managed effectively and efficiently.Key ResponsibilitiesAct as a project manager across Trust Ford's property...

  • Project Manager

    6 days ago


    Colchester, Essex, United Kingdom Trust Ford Full time

    About the RoleWe are seeking an experienced Project Manager to join our team at Trust Ford. As a key member of our operations team, you will be responsible for delivering projects on time and to budget, ensuring that our property portfolio is managed effectively and efficiently.Key ResponsibilitiesAct as a project manager across Trust Ford's property...


  • Colchester, Essex, United Kingdom IG Full time

    **Job Description at IG Talent**The role will be to undertake and review financial preparation work as directed and help to support managing client relationships.**Key Responsibilities:**Preparation of management accounts and financial forecasts.Assistance with tax compliance work.Assisting client managers with portfolio management.**Requirements:**ACA and...


  • Colchester, Essex, United Kingdom IG Full time

    About the RoleWe are seeking a highly skilled and experienced Client Services Manager to join our team at IG Talent. As a key member of our accounting and financial services team, you will play a critical role in supporting our clients and driving business growth.Key ResponsibilitiesUndertake and review accounts preparation work as directed, ensuring...


  • Colchester, Essex, United Kingdom Daisy Communications Limited Full time

    Position Overview Compensation: Up to £35,000 plus £5,000 vehicle allowance Work Environment: Field Based Hours: 8:30/9:00 - 17:00/17:30 In this role, you will oversee a portfolio of approximately 400 clients, typically consisting of businesses with 10 to 30 employees. Your responsibilities will be divided between remote management and in-person...

  • Client Manager

    5 days ago


    Colchester, Essex, United Kingdom JobLookUp Full time

    About the RoleWe are seeking a highly skilled and experienced Client Manager to join our team at JobLookUp. As a Client Manager, you will be responsible for providing exceptional service to our high net worth individual (HNWI) clients, maintaining excellent rapport as their go-to advisor.Key Responsibilities:Support a portfolio of HNWI clients, maintaining...

  • Client Manager

    5 days ago


    Colchester, Essex, United Kingdom JobLookUp Full time

    About the RoleWe are seeking a highly skilled and experienced Client Manager to join our team at JobLookUp. As a Client Manager, you will be responsible for providing exceptional service to our high net worth individual (HNWI) clients, maintaining excellent rapport as their go-to advisor.Key Responsibilities:Support a portfolio of HNWI clients, maintaining...


  • Colchester, Essex, United Kingdom Apex Recruit Ltd Full time

    Position: Client Relationship Manager - Digital MarketingIndustry: Digital MarketingWork Arrangement: Hybrid - Expected to be in the office 3-4 days a week.Apex Recruit Ltd is in search of a skilled Client Relationship Manager to manage a diverse portfolio of client accounts while leading a team of committed professionals. The successful candidate will...

  • Claims Executive

    6 days ago


    Colchester, Essex, United Kingdom Howden Insurance Brokers Ltd Full time

    About the RoleWe are seeking a highly skilled and experienced Claims Executive to join our team at Howden Insurance Brokers Ltd. As a Claims Executive, you will be responsible for the proactive management of all claims from inception to resolution, ensuring a high level of professional advice is provided to clients at all times.Key ResponsibilitiesCradle to...


  • Colchester, Essex, United Kingdom PMS Managing Estates Full time £24,000

    About PMS Managing EstatesPMS Managing Estates is a leading property management company that prides itself on delivering top-quality services to its clients. As a Junior Property Manager, you will play a key role in managing an allocated portfolio of developments, providing efficient and accurate administration, and overseeing both contracted and cyclical...


  • Colchester, Essex, United Kingdom PMS Managing Estates Full time £24,000

    About PMS Managing EstatesPMS Managing Estates is a leading property management company that prides itself on delivering top-quality services to its clients. As a Junior Property Manager, you will play a key role in managing an allocated portfolio of developments, providing efficient and accurate administration, and overseeing both contracted and cyclical...

  • Client Manager

    6 days ago


    Colchester, Essex, United Kingdom Public Practice Recruitment Ltd - Experts in Public Practice Accountancy Recruitment UK-Wide Full time

    About the RoleWe are delighted to be representing a well-regarded, independent firm of accountants in the UK with a view to helping them find the next valued member of their team. Read on to find out more about this Client Manager role.This firm has enjoyed a long tenure as one of the most well-regarded firms in the industry. They offer a tailored approach...

  • Client Manager

    4 days ago


    Colchester, Essex, United Kingdom Public Practice Recruitment Ltd - Experts in Public Practice Accountancy Recruitment UK-Wide Full time

    Job DescriptionJob Title: Client ManagerJob Type: Permanent, Full-timeIndustry: Public Practice AccountancyLocation: Colchester, EssexJob Summary:We are delighted to be representing a well-regarded, independent firm of accountants in Essex with a view to helping them find the next valued member of their team. This firm has enjoyed a long tenure as one of the...

  • Client Manager

    4 days ago


    Colchester, Essex, United Kingdom Public Practice Recruitment Ltd - Experts in Public Practice Accountancy Recruitment UK-Wide Full time

    Job DescriptionJob Title: Client ManagerJob Type: Permanent, Full-timeIndustry: Public Practice AccountancyLocation: Colchester, EssexJob Summary:We are delighted to be representing a well-regarded, independent firm of accountants in Essex with a view to helping them find the next valued member of their team. This firm has enjoyed a long tenure as one of the...