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Client Portfolio Manager

Posted 6 hours 5 minutes ago by HAYS

£52,000 - £67,000 Annual
Permanent
Not Specified
Banking & Financial Services Jobs
Surrey, Camberley, United Kingdom, GU151
Job Description
Take full ownership of a diverse SME client portfolio,

Your new company
This well-established chartered accountancy firm in Camberley is offering an opportunity to take full ownership of a diverse SME client portfolio, with the freedom to build strong relationships and make a real impact.
Your new role
As Client Portfolio Manager, you'll be the main point of contact for a varied portfolio of SME clients across different industries. You'll manage statutory accounts and audits, provide practical advice, and help clients navigate their financial responsibilities with confidence.
Key Responsibilities:

  • Manage a portfolio of SME clients across multiple sectors
  • Prepare and finalise statutory accounts in line with FRS 102
  • Respond to client queries and provide tailored advice
  • Liaise with HMRC and other regulatory bodies
  • Support audit and year-end processes
  • Contribute to improving internal systems and client processes
  • What you'll need to succeed
  • ACA or ACCA qualified
  • Experience in a UK accountancy practice
  • Confident communicator with strong client relationship skills
  • Solid understanding of accounting principles and statutory reporting
  • Organised and able to manage a varied workload
  • Ambitious, proactive, and keen to grow professionally


  • What you'll get in return
  • 25 days annual leave plus bank holidays
  • Hybrid working and flexible hours
  • Supportive, collaborative team culture
  • Clear career development pathways
  • Regular training and professional development
  • A modern office space with a relaxed, professional atmosphere

  • What you need to do now
    This is a great opportunity for someone who's ready to take the next step in their career, with the support of a respected firm and the freedom to shape their own client relationships.Interested?
    Apply now or get in touch for a confidential conversation. #
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