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Portfolio Manager

  • Location: St Albans
  • Salary: £60000 - £63000 per annum, Benefits: Income Protection, Critical Illness, Life Insurance, Private Healthcare
  • Job Type:Permanent
  • Sector: Accountancy & Finance
  • Contact: Carmel McVeigh
  • Contact Email: c.mcveigh@select.co.uk
  • Contact Phone: 01727 229085
  • Job Ref: SF62551
Are you a confident, organised, and detail-oriented professional who thrives in a dynamic and fast-paced environment? Do you have strong communication skills and the ability to build lasting relationships with clients? If so, my client is looking for a Portfolio Manager to join their growing team, managing a diverse portfolio of SME clients and contributing to their ongoing success.

As a Portfolio Manager, you will take ownership of your own portfolio, handling everything from staff planning and managing WIP to billing. You will be responsible for developing strong relationships with clients, from manufacturers to not-for-profits, across multiple industries. In your role as Portfolio Manager, you will be providing expert advice, managing compliance queries, and pitching for new work. You will also mentor and delegate to junior team members, ensuring high standards of work and performance across the board.

Strong IT skills are essential, with in-house training provided on their systems. To succeed as a Portfolio Manager, you must be ACA or ACCA fully qualified and have up-to-date knowledge of corporate and personal taxes, with previous management experience being highly advantageous.

Benefits include:
  • 25 days annual leave plus three days off at Christmas
  • Hybrid working arrangements
  • Income Protection
  • Critical Illness Cover
  • Life Insurance
  • Private Health Care
  • Wellbeing support, including access to Digicare+ and an Employee Assistance Programme
  • Salary reviews twice a year
My client is a highly respected multi-disciplinary advisory, tax, and audit firm, known for their dedication to building strong relationships with both clients and colleagues. They offer a collaborative environment where your expertise will be valued, and your career development will be actively supported. This is an exciting opportunity to join a team that encourages personal and professional growth while making a positive impact.

If you’re ready to take on this challenging and rewarding role, apply today to begin your journey as a Portfolio Manager!