Financial Portfolio Manager

12 hours ago


Swansea, City and County of Swansea, United Kingdom Bowen Eldridge Recruitment Full time
Job Title: Financial Portfolio Manager

A rapidly evolving UK top 10 accountancy firm is seeking to appoint a Financial Portfolio Manager in their Accounts and Business Advisory team.

The successful candidate will be responsible for managing a portfolio of clients, working with a varied client base across the SME market. Agile, flexible, and hybrid working is available and this position can be based out of Cardiff or Swansea.

This is an opportunity to join a practice that can offer multiple development opportunities and excellent employee benefits.

The Financial Portfolio Manager will own and manage a client portfolio, oversee teams portfolios, and input into workflow planning. The individual will be responsible for delivering revenue and profitability targets and fostering long-term client relationships.

The ideal candidate will have experience managing a diverse client portfolio and prior experience managing and coaching junior employees. This experience should have been gained in an accountancy practice environment.

Key Responsibilities:
  • Manage a client portfolio with a higher level of client responsibility
  • Oversee teams portfolios
  • Use workflow management across the team for your own portfolio
  • Deal with all elements of client service with support from Director/Partners for technical areas
  • Develop opportunities for the Group and flag to Director/Partner
  • Work both autonomously and as part of a team
  • Take responsibility for delivery of quality advice

The salary range for this role is £60,000 - £80,000 per annum, depending on experience. The company offers excellent employee benefits, including agile, flexible, and remote working, annual leave of 33 days, birthday off, buy/sell 5 days per year, dress for your day, access to private GP 24/7, private medical for Directors and Partners Subscription, enhanced maternity & paternity leave, free flu jabs, and life assurance (x4).

If you know someone who might be suitable for this role, we offer a referral incentive scheme.



  • Swansea, City and County of Swansea, United Kingdom Bowen Eldridge Recruitment Full time

    Bowen Eldridge Recruitment are seeking a Portfolio Management Professional to join their Accounts and Business Advisory team.In this role, you will be responsible for managing a portfolio of clients, providing them with expert financial advice and supporting them in achieving their business goals.We are looking for an experienced accountant who has excellent...


  • Swansea, City and County of Swansea, United Kingdom Gregory Walker Associates Ltd Full time

    Food Portfolio Manager Job Description:Gregory Walker Associates Ltd is seeking a Food Portfolio Manager to lead the innovation and development of new products for their client, a leading food manufacturer in South Wales. This exciting role offers the opportunity to shape the companys product portfolio and contribute to its growth in a competitive market.The...


  • Swansea, City and County of Swansea, United Kingdom Quilter Financial Advisers Full time

    As a Financial Planning Consultant at Quilter Financial Advisers, you will play a pivotal role in helping individuals achieve their financial goals. Your primary objective will be to ensure clients make informed decisions regarding their wealth management. This involves creating and implementing personalized financial plans that cater to their unique needs...


  • Swansea, City and County of Swansea, United Kingdom Mitie Full time

    Role Overview:As a Construction Portfolio Management Specialist, you will be responsible for delivering high-impact central government contracts and ensuring compliance with NEC3 contracts and governance.The ideal candidate will have a proven track record in project delivery within the public sector, showcasing strong leadership in managing complex projects....


  • Swansea, City and County of Swansea, United Kingdom Bowen Eldridge Recruitment Full time

    A Portfolio Account Manager is required to manage a portfolio of clients in our Accounts and Business Advisory team. This role involves working with a varied client base across the SME market, providing exceptional service and building strong relationships.The successful candidate will be agile and flexible, with hybrid working available. The position can be...


  • Swansea, City and County of Swansea, United Kingdom Bowen Eldridge Recruitment Careers Full time

    A rapidly evolving UK top 10 accountancy firm is looking for a skilled Accounting professional to take on the role of Client Portfolio Manager in their Accounts and Business Advisory team.This position offers an exciting opportunity to work with a varied client base across the SME market and can be based out of Cardiff or Swansea.The ideal candidate will...


  • Swansea, City and County of Swansea, United Kingdom Bowen Eldridge Recruitment Full time

    Job OverviewBowen Eldridge Recruitment is seeking an experienced Client Manager to join their Accounts and Business Advisory team in Cardiff or Swansea.This role involves managing a portfolio of clients across a SME market, providing agile and flexible working opportunities.The ideal candidate will have excellent client management skills and experience...

  • Portfolio Manager

    3 weeks ago


    Swansea, City and County of Swansea, United Kingdom Earthstream Full time

    Earthstream is a leading player in the energy and infrastructure sector, with a strong focus on delivering projects that contribute to a net-zero ambition. We are currently seeking an experienced Project Manager to support the delivery of various projects across our portfolio.The successful candidate will have significant experience in project development...


  • Swansea, City and County of Swansea, United Kingdom Bowen Eldridge Recruitment Full time

    We are seeking a talented Accounting Portfolio Manager to join our Accounts and Business Advisory team. As a senior member of our team, you will be responsible for managing a portfolio of clients, providing exceptional service and ensuring their continued satisfaction.The successful candidate will have experience working with a varied client base across the...


  • Swansea, City and County of Swansea, United Kingdom Clark Wood Full time

    Clark Wood - Accounts and Business Services Advisory ManagerSalary: £45,000 - £50,000We are seeking an experienced Financial Services Manager to join our growing team in Swansea. The ideal candidate will have a strong background in accountancy and business services, with excellent communication and leadership skills.The successful applicant will oversee...


  • Swansea, City and County of Swansea, United Kingdom Bowen Eldridge Recruitment Full time

    Bowen Eldridge Recruitment are seeking to appoint a Senior Client Portfolio Manager in their Accounts and Business Advisory team.You will be managing a portfolio of clients, working with a varied client base across a SME market.Agile, flexible and hybrid working is available and this position can be based out of Cardiff or Swansea.The successful candidate...


  • Swansea, City and County of Swansea, United Kingdom Gregory Walker Associates Ltd Full time

    We are seeking an experienced NPD Manager to join our client, a leading food manufacturer based in South Wales. This exciting opportunity offers a chance to drive innovation and growth, shaping the company's product portfolio and contributing to its success in a competitive market.The successful candidate will have a strong background in new product...


  • Swansea, City and County of Swansea, United Kingdom Autograph Recruitment Full time

    Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Autograph Recruitment. As a key member of our client services department, you will be responsible for providing exceptional financial planning services to our clients, building strong relationships and delivering accurate financial statements and...


  • Swansea, City and County of Swansea, United Kingdom Bowen Eldridge Recruitment Full time

    Are you an experienced manager looking for a new challenge? Bowen Eldridge Recruitment are recruiting for a Client Manager to join their clients' Accounts and Business Advisory team.In this role, you will be responsible for managing a diverse portfolio of clients across the SME market. You will also work closely with colleagues to provide high-quality...


  • Swansea, City and County of Swansea, United Kingdom Gregory Walker Associates Ltd Full time

    We are looking for a highly skilled NPD Portfolio Specialist to join our team at Gregory Walker Associates Ltd. As an NPD Portfolio Specialist, you will be responsible for managing the product portfolio, developing and implementing NPD strategies, and collaborating with cross-functional teams to bring new products to market.This is an excellent opportunity...

  • Financial Manager

    2 days ago


    Swansea, City and County of Swansea, United Kingdom Hunter Selection Full time

    Job SummaryWe are seeking an experienced Financial Manager to join our team at Hunter Selection. As a key member of our finance department, you will be responsible for overseeing financial planning, budgeting, and forecasting.The successful candidate will have a proven track record in financial management, with a strong background in accounting principles,...


  • Swansea, City and County of Swansea, United Kingdom Bowen Eldridge Recruitment Full time

    About the JobWe are looking for a seasoned Client Portfolio Lead to manage a diverse range of SMEs across the market.As part of our dynamic environment, you will work in agile, flexible, and hybrid working arrangements, with the option to choose between locations in Cardiff and Swansea.The successful candidate will develop and implement business strategies...


  • Swansea, City and County of Swansea, United Kingdom Bowen Eldridge Recruitment Full time

    About the Role:We are seeking a Client Relationship Specialist to manage a portfolio of clients across the SME market.You will be responsible for developing strong relationships and delivering high-quality services to our clients.Key responsibilities include managing a diverse client base, working closely with clients to understand their needs, and...


  • Swansea, City and County of Swansea, United Kingdom Hunter Selection Full time

    Job Title: Financial Operations ManagerAbout the Role:You will be responsible for managing financial operations across global sites, leading a team of finance professionals and developing strategic plans to drive business growth. This role requires strong leadership skills, with experience in financial management and strategy development.Key...


  • Swansea, City and County of Swansea, United Kingdom Hunter Selection Full time

    Job OverviewHunter Selection is seeking an experienced Finance Controller to lead our financial operations globally. This is a unique opportunity to join a prestigious manufacturer with a strong commitment to growth and development.About the RoleWe are looking for a highly skilled and motivated individual to manage our financial functions across multiple...