Portfolio Manager - Partner Designate

Job Title: Portfolio Manager - Partner Designate
Contract Type: Permanent
Location: Bolton, Greater Manchester
Salary: £40000.00 - £70000 per annum
Reference: 3500899_1554915913
Contact Name: Emma Pasquill
Contact Email:
Job Published: April 10, 2019 18:05

Job Description

Unique opportunity for a qualified Portfolio Manager to work towards Partnership within a modern firm.

Your new firm
A forward thinking independent firm of Chartered Accountants based in Bolton are keen to engage with ambitious Portfolio Managers who are looking to progress their career within general practice. The firm have experienced over three years of sustained growth and with this are looking to bolster their senior management team and appoint a partner designate.

Your new role
As a partner designate you will take responsibility for a portfolio of clients, predominantly OMBs for which you will be responsible for overseeing a full general practice offering to these clients. This includes delegating, reviewing work, billing, and training and mentoring the team. You be the key contact for the client and be responsible for leading client meetings.

You will work with clients throughout the year to help them achieve their business goals which will involve leading on corporate finance projects, business plans, cash flow forecasting amongst other projects. Over time you will be tasked with growing your portfolio with referrals and business development with the ultimate goal of achieving partnership in the medium term.

What you'll need to succeed
The firm are seeking a qualified accountant (preferably ACA however ACCA accountants will be considered) who can demonstrate a proven track record of managing a portfolio of clients. As a future partner you must have good commercial acumen along with the ambition and drive to win new business and develop your professional network.

What you'll get in return
This is a unique career opportunity to join a modern and forward thinking firm of Chartered Accountants that can demonstrate a track record of growth. This partner designate role offers a competitive salary of between £45000 - £70000 dependent on experience plus 25 days holiday, parking on site, company mobile and other benefits.

What you need to do now
If you're interested in this Partner Designate role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this partner designate job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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