Portfolio Director

Your new company I am currently partnering with a highly renowned regional Top 100 firm who are looking to appoint an experienced Portfolio Senior Manager to their growing client services team. This is an exceptional opportunity to join a practice that puts their people at the heart of what they do. Overall, this is a fantastic choice for a candidate seeking to become part of a firm with an inclusive culture and strong people focus, prioritising the development and progression of the workforce.


Your new role

• Typically, working with OMBs across Cheshire, and some a bit further afield across the North West, you will be responsible for leading a portfolio of clients where you will manage their day-to-day financial requirements, as well as looking at opportunities to up-sell and add additional services from across the firm.
• You will be passionate about delivering an exceptional service and going above and beyond for your clients to solidify that long-term relationship.
• You will have the opportunity to manage a diverse portfolio across a wide range of industries, making every day unique.
• Furthermore, you will support and lead on training and guidance for the team delivering on your portfolio, and across the wider Accounts business where appropriate.
• Collaboration with the wider will be a key part of your role.
• You will manage your own WIP and budgeting, and report directly to the Partners with regular updates, as well as manage timeframes.

What you'll need to succeed

• You will have a proven track record of servicing a large portfolio of clients, maintaining previous relationships but also developing new potential business from business development, networking and pitching for work.
• Excellent interpersonal skills and able to deliver to both financial and non-financial stakeholders, as well as internal teams across all levels.
• The drive and ability to produce results - this is a growing firm with widening opportunities.
• A Qualified Accountant (ACCA / ACA) with a solid amount of experience post qualification.

What you'll get in return
This is a firm that prioritises well-being, work-life balance and individual potential. You will receive an above average benefits package, as well as a competitive and market-rate salary reflective of your experience. Benefits include (but not limited to):
Excellent holiday allowance with a further opportunity to buy / sell up to a further 5 days
Great employer pension contributions
Hybrid working policy
Flexible working hours in place to suit you
Enhanced benefits after long service (such as holidays and pension)
Access to an employee assistance programme which offers mental health support, life support and medical support, to name a few
Enhanced maternity / paternity / shared leave policy

This really is a firm that puts its employees at the heart of what they do.

What you need to do now

If this job isn't quite right for you, but you are looking for a new position in Qualified Audit, Accounts or Corporate Finance opportunities, please contact Natasha for a confidential discussion about your career.

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