Client Portfolio Manager
4 weeks ago
We are seeking an experienced Client Portfolio Manager to join our team at Public Practice Recruitment Ltd. As a key member of our accounting team, you will be responsible for managing a client portfolio, overseeing junior team members, and supporting business development.
About the Role:- Manage a client portfolio, 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.
Public Practice Recruitment Ltd is a specialist recruitment agency for accountancy professionals. We have a strong reputation for providing high-quality candidates to our clients, and we are committed to building long-term relationships with our clients and candidates.
What We Offer:- A competitive salary of £40,000 to £52,000 per annum.
- A permanent, full-time role with flexible working options.
- A generous holiday allowance and contributory pension scheme.
- Professional development opportunities and a positive and supportive company culture.
- ACA or ACCA qualified with demonstrable experience within practice.
- 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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