Senior Portfolio Manager

3 weeks ago


Neston, United Kingdom Michael Page Finance Full time

This is a remarkable opportunity for a skilled Client Manager to drive success within the professional services environment. The successful candidate will leverage their exceptional skills to manage client portfolios and contribute to the firm's strategic and long-standing vision.

Our client is a well-established firm in the professional services, accountancy practice sector, boasting a team of dedicated professionals with an average tenure of 25+ years. Located in Neston, they have a reputation for delivering excellent service to a wide variety of clients.

Key Responsibilities:

  • Managing client portfolios and ensuring the delivery of top-quality service.
  • Contributing to the firm's strategic planning and decision-making processes.
  • Overseeing the accounting and finance functions of the company.
  • Collaborating with other teams to drive firm initiatives.
  • Identifying and acting upon growth opportunities for the clients.
  • Ensuring compliance with relevant legal and regulatory standards.
  • Building and maintaining strong relationships with clients.
  • Providing leadership and guidance to junior team members.

Requirements:

  • A solid foundation in an accountancy practice environment.
  • Proven experience in managing client portfolios.
  • An ability to contribute to strategic planning and decision-making processes.
  • Strong technical skills and the ability to guide team members.
  • Excellent communication skills and a client-focused approach.
  • A commitment to compliance and professional ethics.

What We Offer:

  • An estimated salary range of £45,000 - £50,000, commensurate with skills and experience.
  • A supportive and professional work environment in Neston.
  • The opportunity to contribute to a well-established firm in the professional services sector.
  • A role that offers scope for personal and professional development.
  • Potential part-time opportunity for the right individual.


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