Client Portfolio Manager

2 days ago

Hereford, Herefordshire, 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 portfolio of clients, overseeing junior team members, and supporting business development.

About the Role:
  • Manage a portfolio of clients, 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, multi-office 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 accelerate our ambitious growth plans. Our team fosters a supportive and educational working environment, making it an ideal place for a career-driven candidate to further grow with a forward-thinking firm.

Employee Benefits:
  • £50,000 to £70,000 pa
  • Permanent, full-time role
  • Flexible and hybrid working options
  • Home office set up
  • Generous holiday allowance
  • Contributory pension scheme
  • Professional development opportunities
  • Positive and supportive company culture
Requirements:
  • ACA or ACCA qualified with demonstrable experience within practice
  • Qualified by relevant experience also considered
  • 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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