Senior Portfolio Manager

2 weeks ago


Oldham, Oldham, United Kingdom Public Practice Recruitment Ltd Full time
Client Portfolio Lead

Job Purpose

As a Client Portfolio Lead at Public Practice Recruitment Ltd, you will be responsible for managing your own client portfolio, monitoring all commercial aspects of portfolio management, and preparing and reviewing management accounts. You will also track job progress and billing targets to identify areas of improvement, monitor deadlines, and work closely with senior team members to ensure budgets and expectations are always met. Additionally, you will oversee junior team members, including workflow management, reviewing work, and identifying training opportunities. You will use IT software, including IRIS, Sage, Xero, and QuickBooks, to support business development by scoping new service lines for your portfolio. You will work closely across departments to ensure clients are benefiting from an all-encompassing service and deliver training and review processes to implement more efficient ways of service delivery. You will also keep up-to-date on CPD requirements and regulation changes and set an example as a hands-on and supportive Manager.

About This Firm

Public Practice Recruitment Ltd is a well-established firm based in Oldham, renowned for their unwavering commitment to first-class service. The firm is made up of experienced accountants, bookkeepers, and support staff, and is now looking for a results-driven candidate who can support future growth. The Oldham team fosters a supportive and empowering work environment, suitable for a career-driven candidate who is keen to further grow with a forward-thinking firm.

Employee Benefits

The Client Portfolio Lead role offers a competitive salary of £50,000 to £70,000 per annum, a permanent, full-time position, flexible/hybrid working, contributory company pension, enhanced annual leave, private healthcare, Employee Assistance Programme, life assurance, long service enhancements, professional development opportunities, and a positive and supportive company culture. Plus more.

The Successful Candidate

To be successful in this role, you will need to be ACA/ACCA qualified or part-qualified, with a minimum of seven years' experience within practice. You will have a proven track record of preparing and analysing management accounts, a good working knowledge of accounting software, including Microsoft Office, good project management and multitasking skills, excellent communication skills, both verbal and written, a can-do attitude and a proactive approach towards problem-solving, and highly organised and able to manage your own workload effectively. You will also be self-motivated, easy-going, and able to inspire others.

  • Oldham, Oldham, United Kingdom Public Practice Recruitment Ltd Full time

    Client Manager**Job Summary**We are seeking an experienced Client Manager to join our team at Public Practice Recruitment Ltd. As a Client Manager, you will be responsible for managing your own client portfolio, monitoring all commercial aspects of portfolio management, and preparing and reviewing management accounts.**Key Responsibilities*** Manage your own...


  • Oldham, Oldham, United Kingdom Pure 4 Recruitment Limited Full time

    We are seeking a skilled Sales Portfolio Manager to join our team at Pure 4 Recruitment Limited.Job Summary:Our client is a growing business in the clearance stock market, and they are looking for a driven and enthusiastic Sales Portfolio Manager to manage a diverse portfolio of customers across the UK and Europe.Key Responsibilities:Manage a portfolio of...


  • Oldham, Oldham, United Kingdom Puro Accountancy Full time

    Job Title: Senior Financial ManagerAt Puro Accountancy, we are seeking a highly skilled Senior Financial Manager to join our team.Key Responsibilities:* Manage a portfolio of clients, providing sound financial guidance and nurturing strong relationships.* Prepare and review annual accounts, corporation tax computations, and VAT returns.* Lead and mentor...

  • Senior Accountant

    3 weeks ago


    Oldham, Oldham, United Kingdom Public Practice Recruitment Ltd Full time

    Job Title: Senior AccountantWe are seeking a highly skilled Senior Accountant to join our team in Oldham. As a Senior Accountant, you will be responsible for managing a portfolio of clients, preparing and reviewing management accounts, and tracking job progress and billing targets.Key Responsibilities:Manage a portfolio of clients, including preparation and...


  • Oldham, Oldham, United Kingdom Gold Group Ltd Full time

    Job Title: Senior Quantity SurveyorLocation: UKSalary: £48,000 to £55,000 + £5,000 car allowance, 25 days annual leave + bank holidays, private pension, healthcare and 10% bonusGold Group Ltd is seeking a highly skilled Senior Quantity Surveyor to join their team. The successful candidate will be responsible for managing their own portfolio of work for a...


  • Oldham, Oldham, United Kingdom Puro Accountancy Full time

    Accounting Portfolio ManagerWe are seeking a highly skilled Accounting Portfolio Manager to join our team at Puro Accountancy. The ideal candidate will have a strong background in accounting and financial management, with a proven track record of delivering exceptional results.Key Responsibilities:Manage a portfolio of clients, providing sound financial...

  • Senior Accountant

    4 weeks ago


    Oldham, Oldham, United Kingdom Public Practice Recruitment Ltd Full time

    About the RoleWe are seeking an experienced Client Manager to join our team in Oldham. As a key member of our practice, you will be responsible for managing a varied client portfolio, preparing and reviewing management accounts, and tracking job progress and billing targets.Key ResponsibilitiesManage your own client portfolio, monitoring all commercial...

  • Senior Accountant

    4 weeks ago


    Oldham, Oldham, United Kingdom Public Practice Recruitment Ltd Full time

    About the RoleWe are seeking an experienced Client Manager to join our team in Oldham. As a key member of our practice, you will be responsible for managing a varied client portfolio, preparing and reviewing management accounts, and tracking job progress and billing targets.Key ResponsibilitiesManage your own client portfolio, monitoring all commercial...


  • Oldham, Oldham, United Kingdom Gold Group Ltd Full time

    Job DescriptionGold Group Ltd is seeking a highly skilled Senior Quantity Surveyor to join their team in the North West. The successful candidate will be responsible for the effective financial management of various packages of work across a portfolio of projects with a large housing association.The Senior Quantity Surveyor will work closely with the...

  • Senior Design Manager

    3 weeks ago


    Oldham, Oldham, United Kingdom Mitchell Maguire Full time

    Job Title: Senior Design Manager - Industrial Roofing & Cladding SystemsAt Mitchell Maguire, we are seeking a highly skilled Senior Design Manager to lead our industrial roofing and cladding systems team.The ideal candidate will have extensive experience in design management, with a strong background in industrial roofing and cladding systems. They will be...

  • Financial Director

    2 weeks ago


    Oldham, Oldham, United Kingdom Hays Senior Finance Full time

    The role of Financial Controller at Hays Senior Finance involves overseeing all aspects of day-to-day financial control for the business. This includes preparing monthly management accounts, analyzing revenue, creating budgets and forecasts, managing capital expenditure and fixed assets, and ensuring accurate VAT reporting.You will lead the finance team and...


  • Oldham, Oldham, United Kingdom Public Practice Recruitment Ltd Full time

    Job Title: Senior Accountancy PartnerWe are seeking a seasoned Senior Accountancy Partner to join our team at Public Practice Recruitment Ltd. As a highly respected and experienced professional, you will be responsible for providing business advisory and full-service accountancy services to a client portfolio.About the RoleProvide business advisory and...


  • Oldham, Oldham, United Kingdom Public Practice Recruitment Ltd Full time

    Job Title: Senior Accountancy PartnerWe are seeking a seasoned Senior Accountancy Partner to join our team at Public Practice Recruitment Ltd. As a highly respected and experienced professional, you will be responsible for providing business advisory and full-service accountancy services to a client portfolio.About the RoleProvide business advisory and...


  • Oldham, Oldham, United Kingdom Hays Senior Finance Full time

    Your new role at Hays Senior Finance is an Interim Financial Controller position, reporting directly to the MD and overseeing a team of four staff members. This temporary role aims to cover a permanent vacancy and involves managing all aspects of day-to-day financial control for the business, including monthly management accounts, revenue analysis, budgets,...


  • Oldham, Oldham, United Kingdom Public Practice Recruitment Ltd Full time

    Job Title: Senior Accountancy PartnerThis reputable accountancy practice in Oldham is seeking a seasoned Senior Accountancy Partner to join its team with the foresight and ambition to support the firm's commercial direction.Available with a highly regarded team, this Senior Accountancy Partner job in Oldham is a rare opportunity for an exceptional accountant...


  • Oldham, Oldham, United Kingdom Puro Accountancy Full time

    Senior Accountant OpportunityPuro Accountancy is seeking a highly skilled Senior Accountant to join their team of experienced professionals. As a Senior Accountant, you will play a key role in delivering high-quality accounting services and financial guidance to a diverse range of clients.Key Responsibilities:Manage a portfolio of clients, providing...


  • Oldham, Oldham, United Kingdom Puro Accountancy Full time

    Job DescriptionPuro Accountancy is seeking a highly skilled Senior Accountant to join their team of accounting professionals. As a Senior Accountant, you will play a crucial role in providing comprehensive accounting services and financial guidance to a diverse range of clients.Key ResponsibilitiesManage a portfolio of clients, delivering high-quality...

  • Tax Senior

    4 weeks ago


    Oldham, Oldham, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    Unlock Your Potential in Personal TaxLevitate Recruitment, a leading accountancy and insolvency recruitment specialist, is excited to present an exceptional opportunity for a Personal Tax Senior to join a well-established accountancy practice in Greater Manchester.As a Personal Tax Senior, you will be responsible for a portfolio of clients, providing expert...

  • Tax Senior

    4 weeks ago


    Oldham, Oldham, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    Unlock Your Potential in Personal TaxLevitate Recruitment, a leading accountancy and insolvency recruitment specialist, is excited to present an exceptional opportunity for a Personal Tax Senior to join a well-established accountancy practice in Greater Manchester.As a Personal Tax Senior, you will be responsible for a portfolio of clients, providing expert...

  • Senior Accountant

    3 weeks ago


    Oldham, Oldham, United Kingdom Public Practice Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled and experienced Client Manager to join our team in Oldham. As a key member of our practice, you will be responsible for managing a varied client portfolio, preparing and reviewing management accounts, and tracking job progress and billing targets.You will work closely with senior team members to ensure budgets...