Insite Finance
Client Portfolio Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Client Portfolio Manager (ACA / ACCA)
Basingstoke | £60,000 to £70,000 | Hybrid Working
Some practice roles are built around timesheets. This one is built around clients. If you're happiest acting as the trusted adviser rather than simply moving work from one deadline to the next, this could be exactly the sort of move you've been waiting for.
We're working with a growing accountancy firm that's continuing to invest in its people and client offering across the South. They're looking for an experienced Client Portfolio Manager to inherit an established portfolio and become the first point of contact for businesses that value long-term advice just as much as technical delivery.
Based in Basingstoke, you'll have the freedom to manage your clients in your own style while working alongside approachable Partners who are keen to support progression rather than micro-manage it.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What your week could look like
No two days are identical, but you'll typically be:
- Looking after a portfolio of limited companies, partnerships and owner-managed businesses
- Reviewing year-end accounts and corporation tax work before it reaches clients
- Helping business owners solve day-to-day financial and commercial challenges
- Planning workloads across your portfolio to keep deadlines under control
- Coaching junior members of the team and reviewing their work
- Building lasting client relationships that naturally generate additional advisory opportunities
- Working with a range of modern cloud accounting systems and practice software
You'll probably suit this role if you
- Hold ACA or ACCA qualifications
- Have built your career within UK practice
- Already manage your own portfolio with minimal supervision
- Enjoy speaking with clients rather than hiding behind spreadsheets
- Like helping junior staff develop
- Want a role where you'll be trusted to make decisions
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Previous exposure to agricultural or rural businesses would be useful but isn't essential.
Why people join
Rather than endless layers of hierarchy, you'll find a business where good people are trusted, ideas are welcomed and progression is based on ability.
Alongside a salary of £60,000 to £70,000, you'll benefit from hybrid working, flexible hours, generous annual leave, ongoing professional development, a strong wellbeing package and genuine long-term career opportunities.
If you're looking for a Client Portfolio Manager opportunity in Basingstoke where relationships matter as much as technical ability, we'd welcome a confidential conversation.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills