Senior Portfolio Manager

Accountancy Recruiters Ltd
14 Jul 2017
27 Jul 2017
Job role

If you are looking for an excellent opportunity to join a hardworking and forward thinking Accountancy Practice in Watford then read on.

Our client are looking for a Senior Portfolio Manager, someone experienced in Accountancy Practice and ACA or ACCA Qualified.

They are a hardworking firm the role will be full on and include liaising face to face with clients and winning business.


  • Ability to manage a Portfolio of 200 clients
  • Ability to manage final accounts, management accounts and tax for SME's
  • Work to deadlines and manage client accounts delivery
  • Work with clients and deliver management accounts and commentary
  • Excellent communication skills and well presented
  • Progressive person with ability to grow portfolio
  • Networking ability, Sales activity and new client acquisition.
  • Responsibility for achieving revenue targets set out for portfolio.
  • Target size of portfolio £250,000 from which growth will be rewarded.
  • Carrying out sales presentations to new and prospective clients where generated by them/referrals from clients and/or leads provided by the Firm.
  • Maintaining client relationships and recommending ways for the Firm to improve.
  • Responsibility for client deadlines, compliance and correspondence.
  • Planning and reviewing jobs sent to Outsourcers.
  • Communicating with clients and all technical matters expected of a qualified accountant.
  • Identifying opportunities for cross-selling, Tax Planning and other value added services to the existing and new clients.
    Debt collection for clients managed within the portfolio.
  • Excellent client interaction and relationship skills

Personal Attributes:

  • Good with IT and cloud accounting
  • ACA or ACCA Qualified with strong portfolio management experience

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