Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios, oversee accounts, and lead a dynamic team in a flexible environment.
- Company: Leading UK accountancy practice with a diverse client base and a B Corp certification.
- Benefits: 35-hour work week, hybrid working, 28 days leave, private medical insurance, and clear development pathways.
- Other info: Exciting opportunities for leadership development and continuous professional growth.
- Why this job: Join a supportive team and make a real impact while growing your career in accountancy.
- Qualifications: ACA/ACCA qualified with experience in accountancy practices and strong interpersonal skills.
The predicted salary is between 45000 - 55000 £ per year.
A leading UK accountancy practice is seeking an accomplished Client Portfolio Manager to grow a new division in their Cardiff office. This is an exciting opportunity for an ACA/ACCA (or QBE) qualified Manager seeking a new challenge in a flexible environment. The position supports hybrid working (typically two days being office based) and a 35 hour working week. This firm occupies an enviable location within central Cardiff, with excellent transport links. You will benefit from working for a certified B Corp accountancy practice that supports a diverse client base, including entrepreneurs, owner-managed businesses, multinational groups, and high-net-worth individuals.
We are looking for an ACA or ACCA qualified Manager with a solid background in an accountancy practice environment. You will bring proven experience in leading client work and a strong technical understanding of Xero, Sage, and a range of cloud-based accounting platforms. You’ll be confident managing competing deadlines, maintaining high standards, and building positive working relationships. Strong interpersonal skills and a collaborative approach are essential, as is the ability to support and guide team members effectively.
Client Portfolio Manager duties and responsibilities:
- Reviews of complex management accounts.
- Review and oversee complex VAT returns, including those with cross-border transactions and where partial exemption calculations might be required.
- Have experience in dealing with larger entities where they are audited.
- Ensure all necessary year-end adjustments have been made in good time before the statutory accounts are prepared.
- Managing cross-department relationships with the Accounts, Audit, and Personal Tax Teams.
- Have managed a team that acted as a finance function for several businesses managing all processes.
- Reviews of Statutory accounts when required.
- Manage a varied portfolio of clients, ensuring deadlines are met and relationships are managed and developed.
- Management of staff, their workload, and help with portfolio management when required.
- Ensure each client receives a bespoke service, and procedures are reviewed regularly to ensure the best processes are in place.
- Ensure trainees are challenged and there is continuous development planned and regular feedback is given.
- Liaise with other departments in the firm and identify opportunities for cross-selling.
Benefits and development:
- 35 hour working week, plus hybrid working (typically two days office based).
- 28 days annual leave plus bank holidays on top.
- Private Medical Insurance.
- Health Cash plans.
- Group Life Assurance.
- Season ticket loan-assistance with travel expenses.
- Clear development pathways and progression frameworks.
- Internal mentoring, coaching, and buddying schemes.
- Leadership development programmes to help you grow with the firm.
Bowen Eldridge Recruitment are acting as an Accountancy Recruitment Agency on behalf of a client to appoint this vacancy. If this opportunity is not quite right for you but you know someone who might be suitable, be sure to make the most of our Candidate Referral Scheme.
Locations
Client Portfolio Manager in Cardiff, Wales employer: Bowen Eldridge Recruitment
Contact Detail:
Bowen Eldridge Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager in Cardiff, Wales
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your experience with Xero, Sage, and other cloud-based platforms. We want to see how you can bring value to their team, so be ready to share specific examples of your past successes!
✨Prepare for the Interview
Do your homework before the interview! Research the company, understand their client base, and think about how your skills can help them grow. We recommend preparing some thoughtful questions to show you’re genuinely interested in the role and the firm.
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation for the opportunity and reiterate your interest in the position. We believe this small gesture can make a big difference in leaving a lasting impression.
We think you need these skills to ace Client Portfolio Manager in Cardiff, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Portfolio Manager role. Highlight your ACA/ACCA qualifications and relevant experience in accountancy practices. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how you can contribute to our team. Be sure to mention your experience with Xero, Sage, and cloud-based accounting platforms.
Showcase Your Interpersonal Skills: Since strong interpersonal skills are essential for this role, make sure to include examples of how you've built positive working relationships in your previous roles. We love seeing collaboration in action!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Bowen Eldridge Recruitment
✨Know Your Numbers
Brush up on your technical knowledge, especially around Xero, Sage, and cloud-based accounting platforms. Be ready to discuss specific examples of how you've used these tools in your previous roles, as this will show your expertise and confidence.
✨Showcase Your Leadership Skills
Prepare to talk about your experience managing teams and client portfolios. Think of specific instances where you guided team members or improved processes, as this will highlight your ability to lead and develop others effectively.
✨Understand the Client Base
Familiarise yourself with the types of clients the firm works with, such as entrepreneurs and high-net-worth individuals. Being able to discuss how you would tailor services to meet their unique needs will demonstrate your understanding of the role and its challenges.
✨Build Rapport
During the interview, focus on building a positive connection with your interviewers. Use your strong interpersonal skills to engage them in conversation, and don’t hesitate to ask insightful questions about the firm’s culture and values, especially regarding their B Corp certification.