Client Portfolio Manager

New Today

A 4-day working week on full salary is rare in practice. This role is built around exactly that, combined with a high level of autonomy and direct access to the Partners.
You will take ownership of your own client portfolio and play a central role in a small but fast-growing firm. This is not a role with layers of sign-off above you. You will be trusted to manage clients, make decisions, and help shape how the firm develops as it continues to grow. It suits someone who wants responsibility, independence, and a genuine say in how their work is delivered, while still having support from experienced Partners when needed.
Job Title:      Client Portfolio Manager
Job Type:       Permanent
Location:        Farnham
Salary:            £45,000 – 65,000
Reference no: 16016
Client Portfolio Manager – Benefits
4-day working week at full salary
5 weeks annual leave plus additional time off between Christmas and New Year
Free on-site parking
Clear route into a senior leadership role as the firm grows
Client Portfolio Manager – About The Role
This is a broad, hands-on client facing role with a high level of ownership from day one. You will manage your own portfolio of clients, working directly with the Partners on a range of accounting and advisory matters. The role is varied and requires someone comfortable working independently, prioritising their own workload, and taking responsibility for delivering high quality output.
As the firm continues to grow, this position offers genuine scope to step into a senior leadership role. Key responsibilities:
Manage your own portfolio of clients
Work directly with Partners on client matters
Prepare and review accounts and related technical work
Review bookkeeping completed for clients
Act as the main point of contact for your portfolio
Build and maintain long term client relationships
Provide advice on accounting and related matters
Support the continued growth of the firm through strong client delivery
The successful Client Portfolio Manager will have:
ACA or ACCA qualified
Previous UK practice experience is essential
Strong technical accounting ability
Confidence managing your own workload and priorities
Ability to build strong client relationships
Strong initiative and ability to work independently
Interest in progressing within a growing firm
Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.
Refer a friend
If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if we assist them in securing a permanent role and a minimum of £25 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)
Location:
Farnham, Surrey
Salary:
£45,000 - £65,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance