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- Tasks: Manage a diverse portfolio of clients and support junior team members.
- Company: Reputable accountancy practice with a strong regional presence.
- Benefits: Competitive salary, hybrid working, health support, and career progression.
- Other info: Enjoy a modern office environment and relaxed dress code.
- Why this job: Join a collaborative team and make a real impact on client success.
- Qualifications: ACA or ACCA qualified with at least 2 years' experience.
The predicted salary is between 50000 - 60000 £ per year.
We are recruiting on behalf of a well-established and highly regarded independent accountancy practice in the South East with a strong regional presence and a growing client base of owner-managed businesses and SMEs. The firm is known for its collaborative culture, modern working environment, and commitment to supporting both client success and employee development.
This opportunity sits within a dynamic Business Services team and offers exposure to a varied portfolio of clients, alongside the chance to support and develop junior team members. The role also provides opportunities to contribute to business development initiatives and work closely with senior leadership on client strategy and delivery.
Responsibilities- Manage a portfolio of owner-managed businesses and SME clients across a range of sectors
- Review accounts preparation assignments and provide practical, value-added advice to clients
- Ensure client deadlines and compliance requirements are met efficiently and accurately
- Attend client meetings both in person and virtually as required
- Support senior leadership with work-in-progress monitoring and fee note preparation
- Assist with ad hoc project-based assignments and specialist engagements
- Supervise, mentor, and develop trainees and senior team members
- Undertake line management responsibilities where appropriate
- Support business development activity including networking and attending prospective client meetings
- ACA or ACCA qualified
- Minimum of 2 years’ post-qualification experience within an accountancy practice environment
- Experience managing a client portfolio independently
- Strong working knowledge of cloud-based accounting software packages
- Demonstrated experience supporting and developing junior staff
- Excellent communication and interpersonal skills
- Strong organisational skills with the ability to manage multiple deadlines
- Motivated, proactive, and commercially aware approach to client service
- Previous line management experience (desirable)
- Competitive salary with clear progression opportunities
- Hybrid and agile working arrangements
- Paid overtime or time off in lieu for additional hours worked
- Employer pension contribution scheme
- Option to purchase additional annual leave
- Health cash plan and wellbeing support schemes
- Retail and lifestyle discount platform
- Modern office environment with relaxed dress code
- Supportive and collaborative team culture focused on professional growth
Portfolio Manager employer: JWH Recruitment
Contact Detail:
JWH Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential employers on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. We want you to show them that you’re not just a fit for the role, but for the team too!
✨Tip Number 3
Practice your pitch! You need to be able to sell yourself confidently. We suggest rehearsing answers to common interview questions and preparing some questions of your own to ask. This shows you’re engaged and genuinely interested in the role.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way. It keeps you on their radar and shows your enthusiasm for the position. Plus, we love seeing candidates take that extra step!
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Portfolio Manager role. Highlight your experience with owner-managed businesses and SMEs, as well as any relevant qualifications like ACA or ACCA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our collaborative culture. Don’t forget to mention your experience in managing client portfolios and developing junior staff.
Showcase Your Soft Skills: We value excellent communication and interpersonal skills, so make sure to highlight these in your application. Share examples of how you've successfully managed client relationships or mentored team members in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at JWH Recruitment
✨Know Your Portfolio Inside Out
Before the interview, make sure you’re familiar with your own portfolio management experiences. Be ready to discuss specific clients you've worked with, the challenges you faced, and how you added value. This will show your potential employer that you can manage their diverse client base effectively.
✨Showcase Your Leadership Skills
Since the role involves mentoring junior team members, prepare examples of how you've supported or developed others in your previous roles. Highlight any line management experience you have, as this will demonstrate your capability to lead and nurture talent within the team.
✨Brush Up on Cloud Accounting Software
Given the emphasis on cloud-based accounting software, ensure you’re up to speed with the latest tools and technologies. Be prepared to discuss your experience with these platforms and how they’ve helped you streamline processes or improve client service.
✨Prepare for Client-Focused Scenarios
Think about common scenarios you might encounter when managing a portfolio of owner-managed businesses and SMEs. Prepare to discuss how you would handle client meetings, compliance issues, and deadlines. This will demonstrate your proactive approach and readiness to contribute to client strategy.