Client Portfolio Manager

A 4-day working week on full salary is rare in practice. This role is built around exactly that, combined with a high level of autonomy and direct access to the Partners.

You will take ownership of your own client portfolio and play a central role in a small but fast-growing firm. This is not a role with layers of sign-off above you. You will be trusted to manage clients, make decisions, and help shape how the firm develops as it continues to grow. It suits someone who wants responsibility, independence, and a genuine say in how their work is delivered, while still having support from experienced Partners when needed.

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 full salary

5 weeks annual leave plus additional time off between Christmas and New Year

Free on-site parking

Clear route into a senior leadership role as the firm grows

Client Portfolio Manager – About The Role

This is a broad, hands-on client facing role with a high level of ownership from day one. You will manage your own portfolio of clients, working directly with the Partners on a range of accounting and advisory matters. The role is varied and requires someone comfortable working independently, prioritising their own workload, and taking responsibility for delivering high quality output.

As the firm continues to grow, this position offers genuine scope to step into a senior leadership role. Key responsibilities:

Manage your own portfolio of clients

Work directly with Partners on client matters

Prepare and review accounts and related technical work

Review bookkeeping completed for clients

Act as the main point of contact for your portfolio

Build and maintain long term client relationships

Provide advice on accounting and related matters

Support the continued growth of the firm through strong client delivery

The successful Client Portfolio Manager will have:

ACA or ACCA qualified

Previous UK practice experience is essential

Strong technical accounting ability

Confidence managing your own workload and priorities

Ability to build strong client relationships

Strong initiative and ability to work independently

Interest in progressing within a growing 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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