Surrey Portfolio Development Manager

3 weeks ago


London, Greater London, United Kingdom Austin Rose Associates Full time
Portfolio Growth Opportunity in Surrey

A highly regarded 7 Partner Firm based across South West London and Surrey is seeking a skilled Client Accounts Manager to join their team.

The firm enjoys significant revenue streams from online marketing and referrals, with an estimated £1.2 million in fees expected for the year alone. This presents a promising opportunity for the right candidate to drive business development and grow their portfolio.

Key Responsibilities:

  • Manage a portfolio of clients as the primary point of contact
  • Proactively seek out new clients and expand the portfolio through regular client meetings and calls
  • Self-review and submit own work
  • Effectively delegate and manage workload and deadlines
  • Provide strong support in statutory accounts, management accounts, and financial management
  • Supervise and review junior team members to meet clients' needs

To succeed as a Client Accounts Manager, you will require:

  • ACA or ACCA qualification
  • Over 3 years' post-qualified experience
  • Proven ability to manage and develop a portfolio of accounts clients
  • Experience in managing and developing a team of staff

In return, you can expect a competitive salary and a range of benefits including:

  • Competitive annual salary
  • 26 days annual leave plus bank holidays
  • Flexible working arrangements
  • Private medical insurance

This role presents an exciting opportunity for a motivated individual to make a real impact and drive business growth in a dynamic and rewarding environment.



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