Client Portfolio Manager

3 weeks ago


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

A leading accountancy firm in Chard, Somerset, seeks a Client Portfolio Manager to join their growing team. As a key professional, you will manage client portfolios and provide general practice services across accounts, tax, and planning.

About the Role

With a salary of £50,000 - £55,000 per year, this role offers an attractive long-term career opportunity for professionals seeking portfolio management and development opportunities.

Responsibilities

You will be responsible for managing client portfolios, developing relationships, and providing advisory services. You will also have the opportunity to develop specialist skills in niche areas and contribute to the growth and success of the firm.

Requirements

To be successful in this role, you will need to be an ACA or ACCA qualified professional with up to 2 years of post-qualified experience as a Client Portfolio Manager. You will have a background working within independent or Top 50, Mid Tier/Top Tier accountancy firms and be seeking an opportunity with genuine career progression potential.



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