Job type
PermanentLocation
Ipswich, Norwich or Cambridge (Up to 4 days WFH)Working Pattern
Flexible Working,Full-timeSpecialism
Public Practice AccountingIndustry
Accountancy FirmsPay
Competitive and negotiable
Client Portfolio Manager job with a leading firm. Work up to 4 days at home
Hays are working with a leading professional services firm who are seeking an experienced Client Portfolio Manager to join their Business Services and Outsourcing division.
This is a dynamic role offering exposure to ambitious SMEs and large multinational groups, with a focus on delivering strategic financial insights, maintaining high-quality standards, and building long-term client relationships.
This is a dynamic role offering exposure to ambitious SMEs and large multinational groups, with a focus on delivering strategic financial insights, maintaining high-quality standards, and building long-term client relationships.
Key Responsibilities
- Manage a portfolio of clients, overseeing transactional bookkeeping, VAT returns, and management accounts.
- Review financial data for inconsistencies and provide effective solutions to clients and internal stakeholders.
- Act as the primary contact for clients, supporting them in understanding and utilising financial information.
- Maintain up-to-date knowledge of relevant software tools and systems.
- Collaborate across teams to ensure accurate and timely delivery of services.
- Support on ad hoc projects and attend client sites as required.
- Confidently manage competing priorities in a professional and mature manner.
Candidate Profile
We’re seeking candidates with:
- Proven experience in financial outsourcing or a related discipline.
- Strong communication and interpersonal skills across all levels.
- Excellent analytical and problem-solving capabilities.
- Impressive organisational skills with the ability to manage multiple tasks and meet deadlines.
- A forward-thinking approach to advisory and financial technology.
- A proactive mindset, with a drive for excellence and continuous improvement.
- Professional accounting qualification (CA, ACCA, CIMA) is desirable but not essential.
What’s on Offer?
- Income Protection 50% of salary
- Life Assurance 4 x salary
- Holiday –25 days leave - option to buy more
- Private Medical after 2 years’ service
- Group pension
- Plus a flexible benefits programme tailored for you, including the option of childcare vouchers, dental to retail discounts, gym discounts etc.
This is a fantastic opportunity to play a key advisory role in a fast-paced and innovative environment. You’ll be supported by a collaborative team and encouraged to develop professionally while making a meaningful impact across varied client accounts.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
