Senior Portfolio Manager

Senior Portfolio Manager

Swindon Full-Time 40000 - 64000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead a team, manage client portfolios, and drive business growth.
  • Company: Join a forward-thinking firm focused on expansion and employee value.
  • Benefits: Enjoy a competitive salary, flexible hybrid work, and no timesheets.
  • Why this job: Make an impact in a leadership role while fostering client success.
  • Qualifications: Must be ACA/ACCA qualified with management experience and strong leadership skills.
  • Other info: This is a unique opportunity to grow within a supportive environment.

The predicted salary is between 40000 - 64000 £ per year.

Location: Swindon | Salary: £50-£80k DOE | Hybrid

Are you a qualified and experienced portfolio manager looking to take on a leadership role in a growing business? As a Senior Portfolio Manager, you’ll oversee a team, manage a portfolio of clients, and play a key role in the company’s expansion—without the burden of timesheets or billing.

What You’ll Do:

  • Be a trusted leader—someone the team looks up to and relies on.
  • Take responsibility for ensuring the team delivers on their commitments.
  • Manage and grow a portfolio of clients, building strong, lasting relationships.
  • Work closely with leadership on business growth, including acquisitions.
  • Support financial projections and business planning.
  • Provide expert insights to clients while ensuring outstanding customer service.

What You’ll Bring:

  • ACA/ACCA qualified, with some management experience.
  • Strong leadership and mentorship skills.
  • A passion for customer service and client success.
  • Ability to balance hands-on client work with strategic business growth.
  • The right energy, mindset, and drive to contribute to a growing firm.

What’s in It for You?

  • Hugely competitive salary with career growth opportunities.
  • No timesheets, no billing—just focus on delivering great work.
  • Flexible hybrid working for work-life balance.
  • A key leadership role in a growing, forward-thinking firm.

If you’re ready to make an impact and lead a team in a business that truly values its people, apply now!

Senior Portfolio Manager employer: Autograph Recruitment Ltd

As a Senior Portfolio Manager in Swindon, you'll join a forward-thinking firm that prioritises employee well-being and professional growth. With a competitive salary and the unique advantage of no timesheets or billing, you can focus on delivering exceptional client service while enjoying flexible hybrid working arrangements. The company fosters a supportive work culture that values leadership and mentorship, making it an excellent employer for those looking to make a meaningful impact in their careers.
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Contact Detail:

Autograph Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Portfolio Manager

✨Tip Number 1

Network with professionals in the finance and portfolio management sectors. Attend industry events or join relevant online forums to connect with potential colleagues and leaders who can provide insights into the company culture and expectations.

✨Tip Number 2

Research StudySmarter's values and recent projects. Understanding our mission and how we operate will help you tailor your conversations during interviews, showcasing how your leadership style aligns with our goals.

✨Tip Number 3

Prepare to discuss your previous experiences in managing teams and client portfolios. Be ready to share specific examples of how you've successfully led a team and contributed to business growth, as this will demonstrate your fit for the Senior Portfolio Manager role.

✨Tip Number 4

Showcase your passion for customer service and client success during your interactions with us. Highlight any initiatives you've taken in the past that improved client relationships or enhanced service delivery, as this is crucial for the role.

We think you need these skills to ace Senior Portfolio Manager

Leadership Skills
Client Relationship Management
Strategic Planning
Financial Acumen
Team Management
Mentorship
Customer Service Excellence
Business Development
Analytical Skills
Communication Skills
Problem-Solving Skills
Adaptability
Project Management
Negotiation Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your ACA/ACCA qualifications and relevant management experience. Emphasise your leadership skills and any previous successes in managing client portfolios.

Craft a Compelling Cover Letter: In your cover letter, express your passion for customer service and client success. Share specific examples of how you've built strong relationships with clients and contributed to business growth.

Showcase Leadership Experience: Detail your leadership and mentorship experiences in both your CV and cover letter. Highlight instances where you’ve successfully led a team or managed projects, demonstrating your ability to inspire and guide others.

Research the Company: Familiarise yourself with the company’s values and recent developments. Mention in your application how your personal values align with theirs and how you can contribute to their growth strategy.

How to prepare for a job interview at Autograph Recruitment Ltd

✨Showcase Your Leadership Skills

As a Senior Portfolio Manager, you'll be expected to lead a team. Be prepared to discuss your previous leadership experiences and how you've successfully managed teams in the past. Highlight specific examples where your leadership made a difference.

✨Demonstrate Client Relationship Management

This role involves managing and growing a portfolio of clients. Be ready to share your strategies for building strong client relationships and any success stories that illustrate your ability to deliver outstanding customer service.

✨Discuss Strategic Business Growth

The company is looking for someone who can contribute to business growth. Prepare to talk about your experience with financial projections, business planning, and any involvement you’ve had in acquisitions or strategic initiatives.

✨Emphasise Your Qualifications

Make sure to highlight your ACA/ACCA qualifications and any relevant management experience. This will reassure the interviewers of your technical expertise and readiness for the responsibilities of the role.

Senior Portfolio Manager
Autograph Recruitment Ltd
A
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