Senior Portfolio Manager
2 weeks ago
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.
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