High Net Worth Client Portfolio Manager
5 days ago
**Job Description:**
Agility Resourcing is seeking a High Net Worth Client Portfolio Manager to join their team in Preston. The successful candidate will be responsible for managing a portfolio of high net worth clients, including overseeing junior staff to complete self-assessment tax returns.
The estimated salary for this role is £70,000 - £100,000 per annum, based on the location and industry standards.
Key Responsibilities:- Manage a portfolio of high net worth clients
- Oversee the completion of self-assessment tax returns for high net worth clients
- Work closely with the head of tax and directly for the partners
We offer a highly competitive benefits package and opportunities for career progression.
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