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 focus on diverse clients and innovative solutions.
- Benefits: Enjoy a 35-hour work week, hybrid working, and 28 days annual leave.
- Other info: Great location in Cardiff with excellent transport links and career development opportunities.
- Why this job: Join a certified B Corp and make a real impact in a supportive, collaborative culture.
- Qualifications: ACA/ACCA qualified with experience in accountancy and strong leadership 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.
Locations
Client Portfolio Manager in Newport, 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 Newport, 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 former colleagues or classmates. You never know who might have a lead on that perfect Client Portfolio Manager role.
✨Show Off Your Skills
When you land an interview, make sure to highlight your experience with Xero, Sage, and other cloud-based platforms. Share specific examples of how you've managed client portfolios and met deadlines. This is your chance to shine and show them why you're the best fit for their team!
✨Ask Smart Questions
During interviews, ask insightful questions about the firm’s approach to client management and team collaboration. This not only shows your interest but also helps you gauge if the company culture aligns with your values. Plus, it gives you a chance to demonstrate your knowledge of the industry!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Client Portfolio Manager position!
We think you need these skills to ace Client Portfolio Manager in Newport, 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 get to know you better. Don’t miss out on this exciting opportunity!
How to prepare for a job interview at Bowen Eldridge Recruitment
✨Know Your Numbers
Make sure you brush up on your technical knowledge, especially around Xero, Sage, and other 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
As a Client Portfolio Manager, you'll need to demonstrate your ability to manage teams effectively. Prepare examples of how you've guided team members, managed workloads, and fostered a collaborative environment. Highlight any experiences where you've successfully led client work or handled competing deadlines.
✨Build Rapport with the Interviewers
Strong interpersonal skills are key for this role. During the interview, focus on building a connection with your interviewers. Ask insightful questions about their team dynamics and the firm's culture, showing that you're genuinely interested in how you can contribute positively.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Think about past challenges you've faced in managing client portfolios or complex VAT returns, and be ready to explain how you approached these situations and what the outcomes were.