Portfolio manager Work, Jobs in Wetheral, Cma (with Salaries)

Client Portfolio Manager - Practice Accountant - Carlisle
Lamont Pridmore —Carlisle
- £42,500 - £49,500 a year
- Overtime
- Travel
- Accounting
- QuickBooks
- Free parking
Quick apply
Account Manager – DNOs
Siemens —Carlisle
- Full-time
- Hybrid work
- Sales
- Engineering
- Business development
- Annual leave
- Flexible schedule
14d
Portfolio Officer
The Riverside Group —Carlisle
- £31,302.63 a year
- Full-time
- Customer service
- Microsoft Office
- Agile
13d
Delivery Partner Manager, UK/IE Delivery Partner Managers
Amazon UK Services Ltd. —Carlisle
- Weekend availability
- Oracle
- Salesforce
- English
Income Management Team Leader
The Riverside Group —Carlisle
- £37,371.80 - £41,132.67 a year
- Full-time
- Analysis skills
- Communication skills
12d
Income Manager (General Needs)
The Riverside Group —Carlisle
- £55,418.93 - £61,251.50 a year
- Full-time
- Analysis skills
- Human resources
- Communication skills
12d
Quality Improvement Manager TLA (12 month contract)
City & Guilds Group —Carlisle
- £37,500 a year
- Administrative experience
- Analysis skills
- Presentation skills
- Employee assistance programme
Environmental Sustainability Manager
Balfour Beatty —Penrith
- Hybrid work
- Annual leave
Business Development Manager
Go Low Carbon —Carlisle
- £27,000 - £80,000 a year
- Full-time
- Sales
- Salesforce
- English
Quick apply
Payroll Services Manager - Carlisle
Lamont Pridmore —Carlisle
- £28,000 - £35,000 a year
- Overtime
- Microsoft Excel
- IT
- Communication skills
- Free parking
Quick apply
Muse
Kate Spade —Gretna
- £26,325 - £28,000 a year
- Part-time
- English
- Employee discount
Personal Tax Manager
Lamont Pridmore —Carlisle
- £39,000 - £49,000 a year
- Overtime
- Organisational skills
- Communication skills
- Tax experience
- Free parking
- Annual leave
Quick apply
Assistant Manager
Admiral Slots —Carlisle
- £28,875 a year
- Full-time
- Customer service
- Annual leave
Quick apply
11d
Assistant Store Leader
Kate Spade —Gretna
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
Support Worker
The Riverside Group —Carlisle
- £28,031.56 a year
- Full-time
- Administrative experience
- Travel
- IT
- Flexible schedule
6d
Supervisor
Admiral Slots —Carlisle
- £13.45 an hour
- Full-time
Quick apply
14d

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Client Portfolio Manager - Practice Accountant - Carlisle

Lamont Pridmore -
Carlisle

Quick apply

Job details

Permanent | Full-time
£42,500 - £49,500 a year

Benefits

Free parking
Cycle to work scheme
Financial planning services
Company pension

Qualifications

Sage
Driving Licence
ACA
Xero
Accounting
QuickBooks
Organisational skills
Communication skills
Technical accounting

Full job description

Lamont Pridmore is looking for an experienced practice accountant to join our Carlisle team!

This is an opportunity to take ownership of an established portfolio of clients, combining your technical accounting expertise with commercial insight to help businesses make confident financial decisions. You'll become a trusted adviser to owner-managed and family-run businesses, providing a service that goes beyond compliance to deliver genuine value.

In addition to a salary of £42,500–£49,500, you'll be eligible for an annual performance bonus of up to 17%, rewarding your contribution to exceptional client service and business success.

About Lamont Pridmore

Lamont Pridmore is a family-run, national award-winning firm of Chartered Accountants, Tax and Business Advisers with offices across Cumbria and the surrounding area.

For more than 30 years, our experienced senior leadership team has supported a high-performing team dedicated to delivering exceptional service to businesses across the region.

We build long-term relationships with our clients by providing practical commercial advice alongside traditional accountancy services, helping owner-managed and family businesses succeed in an evolving business environment.

The opportunity

As a Client Portfolio Manager, you'll manage your own portfolio of clients while building trusted relationships and delivering a first-class service. You'll work with business owners to understand their goals, interpret financial performance and provide advice that helps them plan for the future.

This role offers plenty of variety, combining statutory accounts, management reporting, client meetings and commercial advisory work in a collaborative and supportive environment.

What you’ll be doing

As Client Portfolio Manager, you will:

Manage a portfolio of owner-managed and family businesses, acting as their main point of contact on a daily basis and providing high-quality services.
Plan, prepare and review financial accounts within agreed deadlines and budgets.
Produce accurate monthly, quarterly and half-yearly management reports.
Present financial information in a clear, practical way that supports business decisions for clients.
Identify opportunities to improve tax efficiency and wider business performance.
Develop strong, lasting relationships through proactive communication and excellent client service.
Work alongside Managing Directors to enhance internal processes and maintain high standards.
Contribute to the continued growth of the practice through referrals, networking and identifying opportunities within your client portfolio.

Essential requirements

We're looking for candidates with:

Previous experience in a client-facing position within an accountancy practice.
Experience managing a diverse portfolio of clients.
Strong technical accounting knowledge gained in practice.
A commercial mindset with the ability to understand the challenges facing SMEs.
Experience using accounts preparation software.
Good working knowledge of cloud accounting softwares such as Xero, Sage and QuickBooks.
Excellent communication and relationship-building skills with a professional client-centric attitude.
Strong organisational skills with the ability to prioritise competing deadlines.
A proactive approach to problem solving and continuous improvement.
A full UK driving licence.

Desirable requirements

ACA or ACCA qualification, or equivalent experience within an accountancy practice.

Pay and benefits

Alongside a competitive salary, you'll receive:

£42,500–£49,500 per year.
Annual performance bonus of up to 17%.
Paid overtime.
Time off in lieu.
Free parking.
Free financial advice.
Birthday bacon butties.
Cycle to work scheme.
Company pension with auto-enrolment.

Working pattern and location

This is a permanent, full-time office-based position in Carlisle.

Working hours are 8.30am to 5.00pm, with flexibility available where business needs allow.

Some travel to client premises and other Lamont Pridmore offices will be required as part of the role.

Application process

If you're looking to develop your career with a respected independent accountancy practice that values long-term client relationships and high-quality advice, we'd love to hear from you.

Please submit your CV for consideration.

Recruitment process

Stage 1: 20-minute screening interview with Nexstema, acting on behalf of Lamont Pridmore.
Stage 2: Interview with the Hiring Manager.

Pay: £42,500.00-£49,500.00 per year

Quick apply

Refine Your Search

portfolio manager jobs in wetheral, cma

Client Portfolio Manager - Practice Accountant - Carlisle

Account Manager – DNOs

Portfolio Officer

Delivery Partner Manager, UK/IE Delivery Partner Managers

Income Management Team Leader

Income Manager (General Needs)

Quality Improvement Manager TLA (12 month contract)

Environmental Sustainability Manager

Business Development Manager

Payroll Services Manager - Carlisle

Muse

Personal Tax Manager

Assistant Manager

Assistant Store Leader

Support Worker

Supervisor

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