Job Description
Portfolio Manager Job, Colwyn Bay based Accountancy Firm
Your new firm
A well-established accountancy practice based in North Wales is looking to recruit a Portfolio Manager to join their growing team. Supporting a diverse client base ranging from sole traders to medium-sized groups and partnerships, this general practice is committed to modernising its systems and delivering high-quality service. This is a fantastic opportunity for an experienced professional to take ownership of a client portfolio and play a key role in the firm's continued success.
Your new role
As Portfolio Manager, you'll be responsible for managing a varied portfolio of clients, overseeing the delivery of services across accounts preparation, tax, VAT, payroll, and general advisory. You'll lead client relationships, coordinate with internal departments, and ensure work is completed to high standards. You'll also mentor junior team members and contribute to the development of internal processes. This is a client-facing role with scope to influence and improve service delivery.
What you'll need to succeed
You'll be ACCA/ACA qualified (or qualified by experience), with a strong background in accountancy practice and experience managing client relationships. Proficiency in accounting software such as Xero, Sage, or QuickBooks is essential, along with strong I...