Client Portfolio Manager

5 days ago


Chard, Somerset, United Kingdom Michael Page (UK) Full time
About the Role

We are seeking an experienced Client Portfolio Manager to join our Chard office location. As a key member of our team, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and advisory services.

Key Responsibilities
  • Develop long-term relationships with clients and deliver services across wide-ranging planning and add-value project work.
  • Manage the provision of general practice services across accounts, tax, and wider planning and advisory services for your portfolio.
  • Develop specialist skills and expertise in the firm's successful niche areas.
Requirements

We are looking for an ACA or ACCA qualified professional with up to two years of post-qualified experience as an experienced Client Portfolio Manager. You will have a background working within an independent or Top 50, Mid Tier/Top Tier accountancy firm environment and be seeking an opportunity with genuine career progression and development potential.

About Our Client

Our client is a leading Chard-based and Somerset firm of chartered accountants, undergoing continued positive growth and development. The firm has a wide spectrum of clients across varied industries and turnover ranges, with an excellent reputation in added-value, advisory services across several specialist niche fields.



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