Portfolio Manager

Rutherford Briant Recruitment

📍 exeter, england, United-Kingdom

Full-time Finance

Job Description

Take the lead in a role where your audit expertise and client relationships genuinely matter. A well‑established and growing accountancy and advisory firm with a strong reputation for supporting SMEs across a wide range of industries. The firm combines technical excellence with a collaborative culture, modern systems, and a strong focus on long‑term client relationships and staff development.

Responsibilities

  • Manage a diverse portfolio of clients, acting as their main point of contact.
  • Plan, lead, and review audit assignments from planning through to completion, ensuring delivery on time and within budget.
  • Provide strategic business advisory support, including tax planning, cash flow management, and business growth guidance.
  • Build strong client relationships, handling queries proactively and delivering a high standard of service.
  • Lead, mentor, and develop junior team members, maintaining quality and consistency acros...
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