Client Portfolio Manager in Bristol

Location: Bristol
Salary: Hidden
Recruiter: Levitate Recruitment
Job Hours: Full-time

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Levitate Recruitment is currently recruiting on behalf of a National Accountancy Practice to find them a Client Portfolio Manager.


  • Manage a varied portfolio of clients across a range of industries.
  • Your responsibilities will be across Audits, Accounts Preparation and Tax assignments.
  • Responsible for organising and planning the workload across the team.
  • Working with the Partner; setting budgets, negotiating fees and monitoring the billings.
  • Supervise, support and train less experienced members of the team.
  • You will play an active role in developing and building your own portfolio.
  • This practice is looking for future leaders of the business.

    They have a proven track record of promoting into Senior Level positions from within for those that demonstrate they are ready for the opportunity.


  • ACA/ACCA qualified (or equivalent).
  • Experience of being running your own portfolio.
  • As our client is unable to provide sponsorship you must have the right to work in the UK without the need for sponsorship.

  • About Levitate Recruitment

    Recruitment Agency

    Levitate Recruitment specialise in placing practice-trained accountancy and insolvency professionals across the UK and overseas. For all LIVE vacancies please visit

    With more than 30 years’ experience in these industries, our directors and consultants have built long-standing relationships with a wide range of accountancy firms and specialist boutique businesses. Our global network also means we can facilitate dream international career moves, to locations such as the Caribbean and Australasia.

    Our team understand that a personal career change or a new hire within your company are both crucial decisions. We undertake every stage of the recruitment process with a well thought-out, personal approach where we consider every possible outcome, enabling candidates and clients to move forward with confidence and commitment.

    By combining this consultative approach with our expert market knowledge, we have built an outstanding reputation within the specialist sectors in which we work. Every member of the Levitate Recruitment team is passionate about what we do, always going above and beyond to deliver the service that you deserve. Our dedicated consultants are well-versed in securing the best opportunities and professional talent across all levels and disciplines, so that everyone we work with can achieve their aspirations.


    * Firms of Accountants
    * Corporate Finance Houses
    * Insolvency Practices
    * Specialist Advisory firms
    * Private Equity Houses
    * Management Consultancy Specialists

    UK & INTERNATIONAL SPECIALSM: Audit Recruitment, Tax Recruitment, Insolvency Recruitment, Forensics Recruitment, Corporate Finance Recruitment, M&A Recruitment, Internal Audit Recruitment, Accountancy Jobs, Offshore Jobs

    Follow this page for regular updates from the team and to be kept informed of our most rewarding UK & International career opportunities.

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