Portfolio Manager - small but mighty firm, new role due to growth

The OpportunityReed Practice are proud to be the go-to for a small but mighty accounting firm in Suffolk, approx 35 mins from Sudbury, to recruit a Client / Portfolio Manager.This is a great prospect for an experienced, ambitious and dynamic Accountant to undertake a Portfolio Manager role within this growing accountancy practice. The firm is an innovative business, adaptable to the changing professional practice environment, and they value their employees highly.The Directors offer trust and flexibility, giving you autonomy to manage your workload in a way that works best for you, while always having the support of the wider team when needed.This is a fantastic opportunity to take ownership of a diverse and wide-ranging client portfolio, including UK limited companies, partnerships, sole traders, and individuals, spanning a broad range of sectors-from financial services and construction to digital/tech and property, while also playing a key role in driving future growth.The RoleYou will initially be introduced to an existing portfolio as part of a supported and staged onboarding process, allowing you to build relationships and gain a strong understanding of the firms'' operations. Over time, you''ll:Take full ownership of your client portfolioBecome involved in client meetings and relationship managementSupport and contribute to winning new businessDevelop and grow your own portfolio of clientsThis role offers high levels of variety, and genuine opportunity to shape your ..... full job details .....