Client Portfolio Manager

A rare opportunity for a qualified Accountant to join a small but fast-growing firm offering a four-day working week on a full salary. Working closely with the Partners, you will become an instrumental member of the team as the firm continues to expand and pursue its ambitious plans for the future.
This is an excellent opportunity for an ambitious individual who wants to be part of a growing practice where hard work is recognised, work life balance is genuinely valued, and there is real scope to make a long-term impact.
Job Title: Client Portfolio Manager
Job Type: Permanent
Location: Farnham
Salary: £45,000 – 65,000
Reference no: 16016
Client Portfolio Manager– Benefits
* 4 day working week at a full salary
* 5 weeks annual leave plus addition time off between Christmas and New Year
* Free on-site parking
* Opportunity to quickly move into a Senior Leadership role within the firm
Client Portfolio Manager – About The Role
This is a varied and all-round role, offering a high level of autonomy and responsibility from the outset. Working directly with the Partners, you will manage your own workload and take ownership of a portfolio of clients, with a strong focus on delivering a high standard of service and building lasting client relationships.
The role is broad in scope and will involve a diverse range of responsibilities across client work. This opportunity would suit someone who enjoys working independently and taking initiative, while still having the support of experienced Partners around them. Training can be provided in areas where exposure is limited, but the firm is keen to find someone who is motivated, commercially aware, and ready to make an impact.
This firm is growing quickly and has ambitious plans for the future. As such, this is not a role for someone seeking close supervision. It would suit an individual who is confident in their technical ability, comfortable working proactively, and able to find solutions independently when needed. Key responsibilities:
* Managing your own portfolio of clients
* Working directly with the Partners on a range of client matters
* Preparing and reviewing accounts and other technical work
* Reviewing bookkeeping completed for clients
* Advising clients on accounting and related matters
* Building and maintaining strong long term client relationships
* Acting as a main point of contact for clients across your portfolio
* Supporting the continued growth of the firm through high quality client service
The successful Client Portfolio Manager will have:
* ACA or ACCA qualified
* Previous experience within a UK practice is essential
* Strong technical accounting experience
* Confidence in managing your own workload and priorities
* The ability to build strong and lasting client relationships
* Strong initiative and the confidence to work independently, but also be a core member of the wider team
* Ambition to grow withing a busy and expanding firm
Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.
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