puro accountancy
Puro Accountancy
January 16, 2024
Kettering, United Kingdom
Job Type
Salary From:
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Portfolio Manager
Up to £60,000 DOE

Puro Accountancy are delighted to working with a well-established accountancy practice who are looking to hire a portfolio manager to their team. The firm are continuing to grow and develop, and as a result they need an experienced individual to help maintain and develop the business further!


  • Flexitime system
  • Hybrid Working
  • Competitive salary dependent on experience
  • Regular pay reviews
  • Social Events

The Role

  • Management of a portfolio of clients
  • Liaising with the directors and clients and prioritising your workload to ensure that deadlines and client needs are met
  • Reviewing the work of seniors and assistants
  • Responsible for managing seniors and assistant accountants and assisting in their development
  • Meeting with clients to discuss and advise on their business and financial affairs
  • Manage and meet clients’ expectations and maintain client service levels
  • Training of student accountants and management of workflow


  • At least 5 years’ UK practice experience
  • Experience managing a portfolio of business clients
  • ACA or ACCA qualification
  • Experience of dealing directly with clients
  • Able to work under pressure, have a flexible approach to working and be a strong team player
  • Experience of managing a team

To discuss this role further please contact Dom at Puro Accountancy on 01904 571760 or CLICK to apply.

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