Qualified Portfolio Manager
Location: Remote (Office is Dorset)
Full-time or part-time applications considered
Flexible working hours available
We are recruiting on behalf of a growing and highly regarded accountancy practice seeking an experienced Portfolio Manager to join their team.
This is an excellent opportunity for an ACA/ACCA-qualified accountant looking to take the next step in their career within a supportive and progressive environment, with responsibility for managing your own client portfolio, primarily consisting of limited companies.
Key Responsibilities:
• Managing your own portfolio of clients (predominantly limited companies)
• Preparing and reviewing statutory accounts for limited companies
• Acting as the main point of contact for your clients
• Providing day-to-day advice and support to owner-managed businesses
• Ensuring work is delivered accurately and to deadlines
The Ideal Candidate:
• ACA or ACCA qualified
• Strong experience within an accountancy practice
• Proven experience working with limited companies
• Confident managing your own client portfolio
• Strong accounts preparation and review experience
• Excellent communication and client-facing skills
• Organised, proactive, and commercially minded
The Opportunity:
• Fully remote role (Commute to Dorset once or twice a year)
• Flexible working arrangements (full-time or part-time considered)
• Ownership of your own client portfolio
• Clear progression opportunities
• Supportive and collaborative team environment
• Varied portfolio of limited company clients
• Long-term career development within a growing firm
If this role could be of interest, then please do get in touch.