Portfolio Manager

Position: Portfolio Manager (Permanent)
Job Title:

Portfolio Manager

Location:

Cheltenham | Hybrid Working

Contract:

Permanent | Full-time or Part-time Considered

An ambitious accountancy practice is expanding its specialist legal division and is looking to appoint an experienced Portfolio Manager.

Supporting a substantial client base of law firms and individual practitioners across the UK. The new Portfolio Manager will be part of an important strategic area for the business and the individual will have the responsibility for delivering an exceptional service to a growing portfolio of law firms, and be at the forefront of exceeding client expectations while contributing to the firm’s continued growth in this niche market.

What You’ll Be Doing

Taking full responsibility for a portfolio of legal sector clients

Overseeing statutory accounts, financial reporting and management information

Providing commercial insight and strategic advice to support client decision-making

Delivering specialist assignments such as business restructuring, practice valuations, mergers and succession planning

Coordinating with in-house tax specialists on compliance and advisory matters

Leading, mentoring and developing a team of part-qualified and qualified staff

Ensuring deadlines, quality standards and regulatory requirements are consistently met

About You

ACA or ACCA qualified (or equivalent)

Strong working knowledge of UK GAAP, FRS and Companies Act requirements

Confident managing client relationships and leading teams

Commercially aware, proactive and solutions-focused

Experience advising law firms is advantageous but not essential

Apply now or get in touch to explore this exciting opportunity.

If this sounds like the right opportunity for you, click Apply to upload your CV for consideration.

Alternatively, contact Valentina Williams on (phone number removed) or (url removed) for a confidential discussion.

If this role isn’t quite right for you but you’re exploring new opportunities in Accountancy & Finance, we’d love to have a chat about your next step.

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