Strategic Portfolio Manager

1 week ago


Taunton, Somerset, United Kingdom Albert Goodman Full time
Job Description

We are looking for a Strategic Portfolio Manager to join our team in Taunton, where you will be responsible for managing a portfolio of clients and providing strategic advice on financial planning.

The ideal candidate will have commercial experience in a fee-based environment, with strong relationships with accountancy partners and professional connections. Chartered status or the ability to achieve it within 12-18 months is essential, as well as a love of networking to develop business and relationships.

The role will involve working closely with a team of Paraplanners and Sales Support Administrators to focus on the advice process, and developing strong relationships with introducers both inside and outside of the firm.

About the Job

  • Estimated Salary: £50,000 - £70,000 per annum, based on location and experience
  • Flexible working arrangement, with regular meetings at our Taunton office
  • Ongoing training and professional development opportunities
  • Comprehensive benefits package, including group pension scheme and life assurance
  • Discretionary bonuses and profit-sharing scheme
  • Enhanced family-friendly policies

About Us

Albert Goodman is a firm of Chartered Accountants, Tax Consultants, and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals. We pride ourselves on being trustworthy, progressive, and impactful, with a commitment to equality, diversity, and inclusion amongst our people.

We welcome applicants who can bring new perspectives and experiences, and we offer an exciting opportunity for career development and growth.



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