Portfolio Manager
8 days ago
Benfleet
Portfolio ManagerLocation: Essex - Hadleigh (office-based) Recruiting on behalf of a respected accountancy practice Overview A well-regarded, relationship-driven accountancy firm is seeking a newly or recently qualified accountant (ICAEW / ACCA / ICAS) to take ownership of a mixed client portfolio and lead two Associate Accountants. The firm offers a supportive, people-focused culture with clear progression and strong leadership visibility. Key Responsibilities • Manage and develop a client portfolio (c. £300k GRF at capacity)., • Act as primary client contact, delivering a high-quality, relationship-led service., • Lead client meetings, including onboarding for new clients., • Review work across accounts, tax, management accounts, VAT (complex) and KPI reporting., • Ensure deadlines are met and fees remain commercial., • Lead, support, and develop two Associate Accountants., • Newly or recently qualified accountant (ICAEW/ACCA/ICAS)., • Strong communicator with excellent client-handling skills., • Detail-focused, organised, and commercially aware., • Technically confident across accounting and tax., • Positive, pro...