NC Associates
Client Portfolio Manager / Field Based Role / North-East / £35,000 – £40,000 / Growing Professional Services Group
Client Portfolio Manager Benefits
- Competitive salary depending on experience
- Field-based role with autonomy and client interaction
- Clear career progression within a rapidly scaling global professional services group
- Varied role working closely with SME clients
- Supportive and collaborative management team
- Monthly attendance at Wirral Head Office (bi-weekly during probation)
Client Portfolio Manager Overview
NC Associates are working with a growing professional services organisation who are looking to recruit a Client Portfolio Manager to join their expanding team.
This is a predominantly field-based role focused on developing and maintaining strong client relationships across a portfolio of SME businesses. The successful candidate will spend much of their week visiting clients on-site, helping them understand their accounts, financial position, and overall business performance. Although this is a field based role the candidate will need to be located within North East England as this is where the clients will be based.
The role would suit someone with several years’ experience within accountancy practice who enjoys building relationships with business owners and explaining financial information, but who does not necessarily want a traditional office-based accounts preparation role.
The business forms part of a large global professional services group currently experiencing rapid growth, offering strong long-term career opportunities for the right individual.
Client Portfolio Manager Key Responsibilities
- Visiting clients regularly at their premises across the North-East region
- Acting as the main relationship contact for a portfolio of SME clients
- Supporting clients in understanding their accounts and financial performance
- Liaising with the internal accounts team to ensure work is completed accurately and on time
- Supporting clients with cloud accounting software including Xero
- Identifying opportunities where additional services may benefit clients
- Providing client feedback and commercial insight to the wider management team
- Representing the business professionally when meeting clients
Client Portfolio Manager Experience Required
- Previous experience working within an accountancy practice
- Qualified by experience or AAT level background
- Strong understanding of:
- Limited company accounts
- Sole trader accounts
- Partnership accounts
- VAT basics
- Management accounts
- Confident communicating financial information to business owners and non-financial stakeholders
- Experience using cloud accounting software such as Xero would be advantageous
- Full UK driving licence required
Client Portfolio Manager Personal Attributes
- Confident and personable when dealing with clients
- Strong communication skills with the ability to simplify financial information
- Organised and able to manage workload independently
- Professional and commercially aware
- Comfortable working within a fast-paced and growing organisation
If you are looking for a client-facing opportunity within a modern and expanding professional services business, this role offers excellent progression alongside genuine autonomy and variety. For immediate consideration, please contact [email protected]
We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.
