Business Services
Portfolio Manager

StriveX consultants discussing client financial solutions

Portfolio Manager – Business Services

£41,000–£52,000 | Hybrid (1 day in office) | Manchester (M3) or Stokenchurch (HP14)

At striveX, we deliver trusted accounting and tax solutions to ambitious, values-led business owners.

We’re hiring a Portfolio Manager for our Business Services function.

This is role is ideal for someone who loves client contact, is independent and does not want to manage a team of people.

You will report directly to the Senior Manager, but have autonomy of your own workload.

Services provided by the team

  • Management Accounts – Cashflow, budgets, KPIs etc
  • Bookkeeping
  • VAT returns
  • Payroll and pension
  • CIS returns
  • Basic CoSec form filings

The opportunity

You will manage a portfolio of clients directly. Your work will be spot checked, but not reviewed on a regular basis. This is a role for someone who is competent and works independently.

You will be responsible for:

  • Preparing and filing monthly and quarterly services
  • Ensuring the internal deadlines and tasks are met for your portfolio
  • Improving systems and workflow optimisation
  • Being a role model for the junior members of the team

This is a senior role for a person who enjoys autonomy.

What we are looking for

Essential:

  • ACA / ACCA qualified
  • 4+ years’ practice experience
  • Proven experience working independently
  • Ability to manage workflow, prioritisation and capacity

You will not be suitable if:

  • Your work is currently reviewed by a manager
  • You want to manage a team of individuals
  • You are not confident liaising with clients

We are looking for someone who can operate with autonomy.

Our client base

  • Limited companies (£100k–£6m turnover)
  • Founder-led, growth-focused businesses
  • No audit, charity or agriculture
  • Values-aligned clients

Working pattern

  • Hybrid: 1 day per week in office
  • Manchester (M3 2BY) or Stokenchurch (HP14 3FE)
  • Flexitime
  • Must live within 60-minute commute
  • Valid UK driving licence

Salary

£41,000–£52,000 depending on size of your portfolio. Giving you the option to grow into your role.

Why this role is different

  • Full autonomy over your own workload
  • Annual workcation
  • Continuous growth creating new opportunities

We invest in our team because we expect high standards in return.