Financial Portfolio Specialist

3 days ago


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

Explore a lucrative career opportunity with Michael Page (UK) as a Financial Portfolio Specialist in our thriving Chard office.

About the Role

This is an exceptional chance to join a leading accountancy firm and take responsibility for a full client portfolio, managing general practice services across accounts, tax, and advisory services.

You will develop long-term relationships with clients, providing opportunities to enhance advisory skills and deliver value-added project work. As a key team member, your role and responsibilities will evolve over time, offering genuine medium- and long-term career progression potential.

About Our Client

Our esteemed client is a respected, growth-oriented firm of chartered accountants based in Chard, Somerset, serving a diverse range of clients across various industries and turnover ranges.

The firm excels in delivering high-quality advisory services, including specialist niche fields, alongside its general practice service offerings. With continued positive growth and development, this role presents an attractive long-term career opportunity for the right professional seeking to further their career.

Key Responsibilities
  • Manage a full client portfolio, providing general practice services across accounts, tax, and advisory services.
  • Develop long-term relationships with clients, enhancing advisory skills and delivering value-added project work.
  • Evolving role and responsibilities, offering genuine medium- and long-term career progression potential.

This role demands ACA or ACCA qualified professionals with 1-2 years of post-qualified experience as an experienced Client Portfolio Manager. You will have a background working within small, medium, or large independent or Top 50 accountancy firm environments, seeking an opportunity with genuine career progression and development potential.

What We Offer

We provide a competitive salary package (£50,000 - £55,000 per year) reflecting the firm's commitment to attracting top talent and supporting their careers. As you grow with our client, you can expect to develop your skills, expertise, and earning potential in a supportive and dynamic environment.



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