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.
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
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.
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