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Salary Guide 2026
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Client Portfolio Manager
A fast-growing firm of accountants is seeking an experienced Client Portfolio Manager to play a key role in driving client satisfaction, portfolio growth and team performance.
This is a senior, client-facing role with responsibility for managing and growing a portfolio of clients while leading and developing a high-performing team. The successful candidate will combine strong technical expertise with commercial acumen and a genuine passion for client service.
The Role
The Client Portfolio Manager will have overall responsibility for the performance of their portfolio and team, including:
- Managing and developing long-term client relationships, ensuring high-quality service and strong retention
- Identifying opportunities to upsell and cross-sell services and drive portfolio growth
- Overseeing delivery, workflow, capacity and quality across the team
- Reviewing work and ensuring deadlines and quality standards are consistently met
- Analysing portfolio performance and taking action to address challenges and support growth targets
- Leading, mentoring and developing team members, setting clear objectives and supporting progression
- Taking responsibility for the financial performance of the portfolio, including budgets and reporting
- Managing a small personal portfolio, including client meetings, year-end accounts, tax reviews and basic to advanced tax planning
About the Candidate
- Proven senior or portfolio management experience within an accountancy practice
- Strong client management skills with a track record of growing and retaining portfolios
- Commercially minded with the ability to identify and deliver added value for clients
- Confident leader with experience managing, motivating and developing teams
- Strong working knowledge of Xero and modern accounting systems
- Experience across accounts preparation, business and personal tax compliance
If you are interested in this Client Portfolio Manager opportunity or would like any further information, please do not hesitate to contact Richard Warwick at IPS Finance.
IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
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