Client Portfolio Manager
1 month ago
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.
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 ClientOur 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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Client Portfolio Manager
1 month ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout Our ClientA leading firm of chartered accountants, based in Chard, Somerset, is seeking a skilled professional to join their team as a Client Portfolio Manager.Job DescriptionAs a Client Portfolio Manager, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and...
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Client Portfolio Manager
1 month ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout Our ClientA leading firm of chartered accountants, based in Chard, Somerset, is seeking a skilled professional to join their team as a Client Portfolio Manager.Job DescriptionAs a Client Portfolio Manager, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and...
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Client Portfolio Manager
2 months ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout Our CompanyMichael Page (UK) is a leading recruitment agency with a strong presence in the UK market. We are committed to providing exceptional service to our clients and candidates.Job DescriptionWe are seeking a highly skilled Client Portfolio Manager to join our team in Chard. As a Client Portfolio Manager, you will be responsible for managing a...
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Client Portfolio Manager
3 weeks ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout Our ClientA leading firm of chartered accountants, based in Chard, Somerset, is seeking a Client Portfolio Manager to join their team. The firm has a wide range of clients across various industries and turnover ranges, with a strong reputation for providing added value advisory services.Job DescriptionAs a Client Portfolio Manager, you will be...
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Client Portfolio Manager
3 weeks ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout Our ClientA leading Chard-based firm of chartered accountants is seeking a skilled professional to join their team as a Client Portfolio Manager. With a wide range of clients across various industries and turnover ranges, the firm offers an excellent reputation for added value and advisory services.Job DescriptionAs a Client Portfolio Manager, you will...
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Client Portfolio Manager
3 weeks ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout Our ClientA leading Chard-based firm of chartered accountants is seeking a skilled professional to join their team as a Client Portfolio Manager. With a wide range of clients across various industries and turnover ranges, the firm offers an excellent reputation for added value and advisory services.Job DescriptionAs a Client Portfolio Manager, you will...
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Client Portfolio Manager
3 weeks ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout Our ClientA leading firm of chartered accountants, based in Chard, Somerset, is seeking a Client Portfolio Manager to join their team. The firm has a wide range of clients across various industries and turnover ranges, with a strong reputation for providing added value advisory services.Job DescriptionAs a Client Portfolio Manager, you will be...
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Client Portfolio Manager
3 weeks ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout Our ClientA leading firm of chartered accountants, based in Chard, Somerset, is seeking a skilled professional to join their team as a Client Portfolio Manager.Job DescriptionAs a Client Portfolio Manager, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and...
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Client Portfolio Manager
3 weeks ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout Our ClientA leading firm of chartered accountants, based in Chard, Somerset, is seeking a skilled professional to join their team as a Client Portfolio Manager.Job DescriptionAs a Client Portfolio Manager, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and...
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Client Portfolio Manager
1 week ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking a highly skilled Client Portfolio Manager to join our team at Michael Page (UK). As a Client Portfolio Manager, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and advisory services.About Our ClientOur client is a leading Chard-based firm...
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Client Portfolio Manager
1 month ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe 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 ResponsibilitiesDevelop and manage long-term relationships...
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Client Portfolio Manager
1 month ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe 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 ResponsibilitiesDevelop and manage long-term relationships...
-
Client Portfolio Manager
1 month ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe 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. You will develop long-term relationships with clients and have...
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Client Portfolio Manager
1 month ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe 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. You will develop long-term relationships with clients and have...
-
Client Portfolio Manager
1 month ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe 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 ResponsibilitiesDevelop long-term relationships with clients...
-
Client Portfolio Manager
1 month ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe 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 ResponsibilitiesDevelop long-term relationships with clients...
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Portfolio Manager
1 week ago
Chard, Somerset, United Kingdom Lentells Limited Full timeAbout the Role:Lentells Limited is an accountancy practice with a strong presence in Devon and Somerset, employing over 80 staff members across three offices. We are seeking a skilled Portfolio Manager to join our team in Chard on a permanent basis.Main Responsibilities:Manage a portfolio of clients, working closely with Directors to provide a range of...
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Senior Portfolio Manager
2 weeks ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout Our ClientA leading firm of chartered accountants, based in Chard, Somerset, is seeking an experienced Client Portfolio Manager to join their team. The firm has a wide range of clients across various industries and turnover ranges, with a strong reputation for providing added value advisory services.Job DescriptionAs a Client Portfolio Manager, you...
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Senior Portfolio Manager
2 weeks ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking an experienced Client Portfolio Manager to join our team in Chard. As a key member of our accountancy firm, you will be responsible for managing a full client portfolio, providing general practice services, and developing long-term relationships with clients.Key ResponsibilitiesManage a portfolio of clients, providing accounts,...
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Financial Portfolio Manager
2 weeks ago
Chard, Somerset, United Kingdom Lentells Limited Full timePortfolio Manager RoleLentells Limited is an accountancy practice with a strong presence in Devon and Somerset, employing over 80 staff members across three offices. We are seeking a skilled Portfolio Manager to join our team in our Chard office on a permanent basis.The successful candidate will be responsible for mentoring and training junior staff members,...