Portfolio Manager in Exeter

Portfolio Manager in Exeter

Exeter Full-Time 50000 - 60000 £ / year (est.) No working from home possible
Rutherford Briant Recruitment

At a Glance

  • Tasks: Manage client portfolios and lead audit assignments from planning to completion.
  • Company: A well-established accountancy firm known for supporting SMEs across various industries.
  • Benefits: Competitive salary with clear progression opportunities and ongoing professional development.
  • Other info: The firm values equity, diversity, and inclusion in its recruitment processes.
  • Why this job: This role offers a chance to combine technical expertise with client advisory work.
  • Qualifications: Candidates must be ACA or ACCA qualified with proven audit management experience.

The predicted salary is between 50000 - 60000 £ per year.

Take the lead in a role where your audit expertise and client relationships genuinely matter. A well‑established and growing accountancy and advisory firm with a strong reputation for supporting SMEs across a wide range of industries. The firm combines technical excellence with a collaborative culture, modern systems, and a strong focus on long‑term client relationships and staff development.

Responsibilities

  • Manage a diverse portfolio of clients, acting as their main point of contact.
  • Plan, lead, and review audit assignments from planning through to completion, ensuring delivery on time and within budget.
  • Provide strategic business advisory support, including tax planning, cash flow management, and business growth guidance.
  • Build strong client relationships, handling queries proactively and delivering a high standard of service.
  • Lead, mentor, and develop junior team members, maintaining quality and consistency across the team.

Requirements

  • ACA or ACCA qualified (or equivalent).
  • Strong experience within accountancy practice, including managing client portfolios.
  • Proven audit management experience, including planning, reviewing, and leading audit engagements.
  • Excellent technical knowledge of UK GAAP, FRS102, and UK auditing standards.
  • Strong organisational and analytical skills, with the ability to manage multiple deadlines effectively.

Benefits

  • Competitive salary with clear progression opportunities.
  • Exposure to a varied client base across multiple sectors.
  • Ongoing professional development and leadership support.
  • A collaborative, people‑focused culture where your contribution is valued.

If you're looking for a senior role where you can combine technical expertise, client advisory work, and team leadership, this is a strong next step in your career.

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.

Portfolio Manager in Exeter employer: Rutherford Briant Recruitment

Rutherford Briant is located in a vibrant area and focuses on a collaborative culture. They offer exposure to a varied client base and are committed to professional development and leadership support.

Rutherford Briant Recruitment

Contact Details:

Rutherford Briant Recruitment Recruitment Team

We think you need these skills to ace Portfolio Manager in Exeter

Audit Management
Client Relationship Management
Strategic Business Advisory
Tax Planning
Cash Flow Management
Business Growth Guidance
Team Leadership