Hiring Now: Client Portfolio Manager Near You – Apply Today!

Your Next Client Portfolio Manager Job Starts Here – Apply Now!

Client Portfolio Manager

Job Posted: 15 days ago

Salary: £ 45,000 - 65,000 / Annum
Job Type: Permanent
Location: Farnham, Surrey

Expire in: 12 days

Job Description

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)

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Client Portfolio Manager job near me in Farnham, Surrey! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!