Client Manager/Portfolio Manager | Hybrid | £40-55k | Nottingham
Are you ready to take your career to the next level? Do you want to be at the heart of client success? I am delighted to be recruiting for a brilliant and fast-growing independent accountancy practice in Nottingham who are looking for a driven and proactive Client Manager / Portfolio Manager to join their team.
If you thrive on building strong client relationships and delivering expert financial guidance, this could be the perfect opportunity for you.
The Role:
As a key member of the team, you will take ownership of a portfolio of ambitious SMEs, providing them with essential financial insights and strategic advice. Your role goes beyond numbers-you will be a trusted adviser, helping clients navigate their financial journeys with confidence.
Key Responsibilities:
- Client Partnerships: Build and maintain strong relationships, understanding their goals and aligning our services to meet their needs.
- Strategic Insights: Provide meaningful financial data and forward-thinking advice, enabling clients to make informed business decisions.
- Collaboration & Leadership: Work closely with Directors in client meetings and strategic discussions, while also helping develop internal processes and team efficiency.
- Mentorship: Guide and support junior team members, fostering their development and ensuring high-quality client service.
This role is a fantastic opportunity for someone eager to step into advisory, business development, and leadership, with full support for career progression.
Essential Skills & Experience:
- 4+ years of experience in a professional accountancy practice, with a strong track record in client management.
- Fully qualified (ACCA, ACA, AAT, or CIMA) and passionate about delivering high-quality financial support.
- Skilled in cloud accounting software and Microsoft Office, particularly Excel.
- Strong communicator with the ability to translate complex financial information into clear, actionable advice.
- A proactive and strategic thinker who genuinely cares about client success.
What's in it for you?
- Flexible Working: Hybrid working options and flexibility after probation, plus 33 days of holiday (Including bank holidays)
- Career Development: Bespoke training through their Management Academy, mentorship programmes, and clear progression pathways.
- Supportive Culture: A values-driven environment where collaboration, professionalism, and excellence are at the core of everything they do.
- A Great Team Atmosphere: A workplace where everyone feels valued, with regular team-building activities, professional development opportunities, and a culture of celebrating success.
Ready to get involved?
If you are a qualified and experienced practice accountant who is ready to take on a client-facing, strategic role within a growing firm, we'd love to hear from you.
Send us your CV today and don't let someone else get this great role!
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