Portfolio Holder – Accounting + Advisory

PM+M Solutions for Business LLP; Blackburn; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A leading accountancy firm in the UK seeks a Portfolio Holder at either Senior Manager or Director level. This role demands experience in accountancy practices and managing portfolios of SME clients. Ideal candidates will have ambitions for career growth to Director or Partnership. The position offers extensive benefits, flexible working arrangements, and opportunities for professional development.

Benefits

30 days’ holiday per annum

Employer pension contribution of 8%

Private medical insurance

Flexible/hybrid working

Extensive learning & development opportunities

Qualifications

• Experience in managing a portfolio of SME and limited company clients.
• Strong desire to progress towards Director or Partnership roles.
• Ability to develop client relationships.

Responsibilities

• Join the Accounting + Advisory team as a Portfolio Holder.
• Manage and grow client portfolios.
• Contribute to the development of the department and team.

Skills

Accountancy practice experience

Portfolio management

Ambition for growth

Job description

Please fill out the form below and a member of our
team will be in touch with you soon.

The role in brief:

An opportunity has arisen to join the Accounting + Advisory team as a Portfolio Holder; this will be at either a Senior Manager or Director level, depending on your experience to date, as the role can offer long term progression opportunities.

Who we are looking for:

This is an ideal opportunity for someone who has a well established career to date within an Accountancy Practice, with experience of managing their own portfolio of SME and limited company clients or working very closely with an experienced portfolio holder and now looking to move into a portfolio holder.

This role is ideal for someone with ambitions to progress their career through to Director and/or Partnership eventually, as well as growing an existing client and fee base.

As a Director, or Senior Manager, within PM+M, we will be looking for someone who shows long term ambition, and is keen to develop not only the department and team, but also themselves in development opportunities internally and externally.

This role will require atleast 50% of time based from our Bury office.

30 days’ holiday per annum + bank holidays, office closedown over Winter Break, flexible Easter Break, to account for other religious festivals, on site free parking, employer pension contribution of 8%, death in service life cover of 4 x salary, private medical insurance, income protection scheme, weekly flexi time, family friendly policies including enhanced maternity, paternity, adoption and shared parental pay, flexible benefits (salary sacrifice) scheme including a range of benefits such as extra holidays, electric car scheme etc, flexible/hybrid working, full technical and soft skills training and support, recruitment incentive scheme, cycle to work scheme, employee well-being portal, access to the WeCare app that offers health, well-being, financial and legal support, dress for your day policy and dress down Fridays, paid sick leave, extensive learning & development opportunities and study support, firm wide success bonus based on the achievement of certain financial metric(s), access to Dashlane password manager for you + 9 of your family and friends, fee-free service to whole of market mortgage and insurance advice, access to Able Futures support, a Mental Health Support Service