High Net Worth Client Portfolio Manager

5 days ago


Preston, Lancashire, United Kingdom Agility Resoucing Full time

**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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