Client Portfolio Manager

2 months ago

Chard, Somerset, United Kingdom Michael Page (UK) Full time
About Our Company

Michael 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 Description

We 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 portfolio of clients and providing them with a range of services including accounts, tax, and planning and advisory services.

Key Responsibilities
  • Manage a portfolio of clients and provide them with a range of services including accounts, tax, and planning and advisory services.
  • Develop long-term relationships with clients and identify opportunities to provide additional services.
  • Work closely with other members of the team to ensure that clients receive a high level of service.
  • Stay up-to-date with changes in tax and financial regulations and ensure that clients are aware of any implications for their business.
Requirements
  • ACA or ACCA qualified professional with up to two years of post-qualified experience.
  • Proven track record of managing a portfolio of clients and providing them with a range of services.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for career development and progression. If you are a motivated and experienced Client Portfolio Manager looking for a new challenge, please apply for this role.

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