Client Portfolio Manager
An exciting opportunity has arisen within a rapidly growing national firm, driven by the organic expansion of its central office. This company is renowned for empowering high-growth SMEs, operating under the guidance of a visionary and adaptable director. Expectations are high, as you will act as the primary point of contact for your clients' financial and strategic needs. This role offers a blend of personal and professional growth, aligning with the company’s innovative leaders.
This is more than just a job—it’s a chance to be part of a well-funded, rapidly expanding business that is breaking traditional norms in the industry.
About the Company
Based in Oxford, this local success story operates from stunning, modern offices, providing a vibrant and inspiring base for your work. The firm is experiencing significant growth, attracting a diverse portfolio of ambitious and high-growth clients.
Why Apply?
Take ownership of a portfolio of dynamic, high-growth clients.
Contribute to the expansion and success of an innovative, forward-thinking firm.
Benefit from genuine opportunities for long-term career progression.
Enjoy a hybrid working arrangement and a supportive, growth-oriented culture. Key Responsibilities
Manage a portfolio of high-growth clients, acting as their trusted advisor.
Build and maintain strong relationships with both new and existing clients.
Develop tailored growth strategies and provide insightful advisory services.
Contribute to the firm’s strategic goals by identifying opportunities for expansion.
Oversee client deliverables, ensuring high standards and timely completion. Essential Qualities and Experience
Qualified Accountant (ACCA, ACA).
Demonstrated experience in closely partnering with clients.
Strong business acumen and the ability to craft strategic growth plans.
Exceptional communication and interpersonal skills, with a client-centric approach.
Proficiency in cloud accounting systems.
Proven ability to delegate effectively and manage challenging situations with diplomacy.
A track record of successful direct client interaction. Salary & Benefits
Competitive salary of up to £55,000 (DOE).
Flexible hybrid working arrangements.
Opportunities for professional development and career growth