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Date Added: Tue 02/09/2025

Portfolio Manager - Practice

Rochester, UK
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Company: OLIVIA RUELLA LIMITED

Job Type: Permanent, FullTime

Salary: £50,000 - £65,000 per annum

This is a fantastic opportunity for a dynamic and ambitious Portfolio Manager to take ownership of a varied client portfolio and play a leadership role within a thriving, respected firm.

The Role

As a Portfolio Manager, you will:

  • Manage and develop your own client portfolio, with a focus on building strong, long-term relationships.
  • Lead on accounts, audit, outsourcing, and tax services, with a predominantly reviewing role and some hands-on involvement.
  • Mentor, develop and inspire a small-to-medium sized team, ensuring the highest standards of client service.
  • Take a leadership role in business development opportunities, driving growth and maximising cross-selling potential.
  • Work closely with clients as a polished, credible communicator who can provide trusted advice and solutions.

What’s on Offer

  • A leadership role within a respected, multi-site Kent practice.
  • The chance to take real ownership of your portfolio, with scope to develop and grow it further.
  • An opportunity to shape, mentor and get the best from your team.
  • Early responsibility, autonomy and influence within the firm’s future.
  • A fantastic long-term career platform with clear opportunities for progression.

The Ideal Candidate

  • ACA/ACCA qualified with strong practice experience.
  • Experienced in reviewing accounts, audit, tax and outsourcing work.
  • A confident and engaging communicator, with the ability to influence and inspire.
  • Driven, ambitious, and excited to play a key role in business development and firm growth.

This is more than just a portfolio management role – it’s your chance to step up, lead, and make your mark in a respected, ambitious firm with an excellent reputation and a strong future.

For further details on this or indeed any other Practice role then please do not hesitate to contact Robin at Olivia-Ruella.

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