Join a dynamic firm in Winchester as a Portfolio Manager.
Our client, a well-established and growing business, is seeking a talented Portfolio Manager to join their team in Winchester. With a strong reputation for delivering excellent client service, this firm combines a collaborative culture with high professional standards. The successful candidate will join a supportive environment offering career progression towards senior management and enjoy a flexible working policy along with onsite parking and excellent transport links.
What will the Portfolio Manager role involve?
Managing a diverse portfolio of clients, providing both management and accounting support
Acting as a trusted advisor to senior client stakeholders, confidently leading meetings on high-level financial topics from day one
Balancing hands-on work with high-level oversight to ensure quality delivery and client satisfaction
Playing a proactive role in mentoring and developing junior team members, contributing to their career growth
Collaborating closely with clients to integrate effectively as part of their extended finance team
Suitable Candidate for the Portfolio Manager vacancy:
Qualified accountant with experience beyond standard reporting roles, comfortable working autonomously and leading client discussions
Proven ability to manage client portfolios with a hands-on, all-rounder approach
Confident communicator who can engage with senior client stakeholders professionally and persuasively
Demonstrated leadership potential with enthusiasm for developing junior team members
Ambitious and driven individual looking to grow into senior management roles within a supportive company
Additional benefits and information for the role of Portfolio Manager:
Profit share scheme reflecting performance and contribution
Friendly and flexible working environment promoting work-life balance
Convenient office location near Winchester train station with ample onsite parking
Strong focus on career development with structured support towards senior management progression
CPD and study as required
CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn’t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received