Business Portfolio Manager

St Albans, England, United Kingdom

5/18/2025

Department: Advice, Audit & Accounts

Location: St Albans

Compensation: £60,000 - £63,000 / year

Description

Due to continued growth in the last 2 years we are looking for a full time SME portfolio manager to join our team.

The successful candidate will be a positive, organised and details-oriented person who manages their time effectively and has excellent communication and interpersonal skills. Strong IT skills are required; however, all in-house systems training will be provided.

Our client base is made up of a range of SME’s and includes, manufacturers, a wide range of professional service firms, IT developers, property investors and developers, hospitality businesses and not for profit entities. You will be in direct contact with clients face-to-face, over the phone/video meetings and by email, and so excellent written and verbal communication skills are essential.


Key Responsibilities

• Effectively control own portfolio including everything from staff planning, management of WIP and billing
• Build and further develop client relationships with existing and new clients
• Display a strong commercial awareness in fee development
• Present for partner review, complete files to a high standard
• Display pro-active awareness of current relevant legislation, compliance standards
• Raise high quality business correspondence
• Act as the main point of contact for compliance queries from clients within portfolio
• Quote and estimate fees within your level of authority
• Meeting clients to pitch and tender for new work and putting together associated documents
• Business development – attend new client meetings and networking events
• Good awareness of cloud-based accounting techniques and systems
• Effectively delegate work to, and mentor, the team
• Provide feedback to junior and senior team members of quality of work/performance
• Manage the team including monitoring work in progress and work standards.
  
  

Skills, Knowledge and Expertise

• Confident, articulate and an effective communicator at all levels
• ACA/ACCA Fully Qualified
• Up to date knowledge of corporate and personal taxes
• Strong time management skills
• Previous management experience
• Commercial and proactive approach to client development
  
  

Benefits

• 25 days annual leave plus three days off at Christmas
• Option to buy/sell additional days
• Hybrid Working
• Life cover
• Critical Illness cover
• Income protection
• Pension Scheme
• Wellbeing support, including generous absence pay, access to Digicare+ and an Employee Assistance Programme
• Weddings & birth vouchers
• Loyalty awards
• Employee & client referral awards
• Professional subscriptions
• Salary reviews twice a year
• Community volunteer scheme
• Fundraising matching
• Perkbox
• Eye Tests
• Cycle to work
  
  

A wide range of flexible benefits, including interest free loans for:

• Health Assessments
• Dental
• Gym memberships
• Cancer screening
• Genetic wellness tests
• Phones, laptops, tablets and computers
• Wearables
• Office furniture
• Cycle insurance
• Pet insurance
• Will writing