Client Portfolio Manager

4 weeks ago


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

About the Role

We are seeking a highly skilled Client Portfolio Manager to join our team at Michael Page (UK). As a Client Portfolio Manager, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and advisory services.

About Our Client

Our client is a leading Chard-based firm of chartered accountants, undergoing continued positive growth and development. They have a wide spectrum of clients across various industries and turnover ranges, with an excellent reputation in added value, advisory services across several specialist niche fields.

Key Responsibilities

  • Manage a full client portfolio, developing long-term relationships with clients.
  • Provide general practice services across accounts, tax, and wider planning and advisory services.
  • Develop advisory skills and deliver services across wide-ranging planning and add-value project work.

Requirements

  • ACA or ACCA qualified professional with up to two years of post-qualified experience.
  • Background working within an 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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