Client Portfolio Manager

1 month 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. You will develop long-term relationships with clients and have the opportunity to develop advisory skills and deliver services across wide-ranging planning and add-value project work.

Key Responsibilities
  • Manage a full client portfolio, providing general practice services across accounts, tax, and wider planning and advisory services.
  • Develop long-term relationships with clients and identify opportunities for growth and development.
  • Develop advisory skills and deliver services across wide-ranging planning and add-value project work.
  • Collaborate with colleagues to ensure seamless delivery of services to clients.
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, alongside the general practice service offering.

Requirements
  • ACA or ACCA qualified professional with up to two years of post-qualified experience as an experienced Client Portfolio Manager.
  • Background working within small, medium, or large independent or Top 50, Mid Tier/Top Tier accountancy firm environment.
  • Seeking an opportunity with genuine career progression and development potential.

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