Portfolio Manager

We are seeking an experienced and proactive Portfolio Manager to join our growing team. This is an excellent opportunity for an ambitious accounting professional who enjoys building strong client relationships, taking ownership of a diverse portfolio, and contributing to the ongoing development of both people and processes.

Key Responsibilities

• Manage a portfolio of SME clients across a range of sectors.
• Act as the main point of contact and trusted adviser.
• Review management accounts, statutory accounts and related work.
• Lead, mentor and develop junior team members.
• Ensure deadlines, budgets and service standards are met.
• Identify opportunities to improve processes and support business growth.

About You

• ACA or ACCA qualified.
• Previous experience managing a client portfolio within practice.
• Strong technical accounting knowledge.
• Excellent communication and leadership skills.
• Commercially minded with a proactive approach to client service

Benefits include:

• 25 days holiday plus buy back scheme of 5 days
• Loyalty scheme for additional days
• Flexible working hours
• Hybrid working after probation
• CSR focused
• Pension Scheme
• Training & technical resources
• Staff socials
• Squash & gym membership
• Discounts at local shops
• Employee support membership

Pay: From £45,000.00 per year

Work authorisation:

• United Kingdom (required)

Location:

• Gerrards Cross, Buckinghamshire (preferred)

Work Location: In person