Portfolio Manager

Sewell Wallis are looking for a Portfolio Manager to join a well-established and forward-thinking Accounting Firm based in Sheffield. You will be ACA or ACCA qualified and currently working within the role of Portfolio Manager or Fractional FD, managing a portfolio of clients, providing them with strategic financial advice, statutory accounts, management reports, tax compliance, and advisory services.

What will you be doing?

• Manage a large portfolio of clients and deliver advisory services.
• Preparation of accounts including statutory and management information.
• Taking ownership of quoting, converting and onboarding new clients.
• Build and grow of your own portfolio.
• Team development, including hiring and managing staff.
• Ensure compliance with all relevant regulations and standards.
• Build and maintain strong client relationships to drive satisfaction and retention.

What skills are we looking for?

• ACA or ACCA qualified accountant.
• Experience working with a varied portfolio of clients.
• Excellent communication both verbal and written.
• Team management experience.
• Xero certified.
• Strong knowledge in accounting software and Microsoft Office applications.
• A proactive and solutions-oriented approach to challenges.

What's on offer?

• A competitive salary depending on experience.
• Flexible working.
• Modern offices with great facilities.
• Great working culture, team events and flexible dress code.

Send us your CV below, or contact Inci Evcil for more information.

To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.