Financial Services Professional

4 days ago


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

A well-established and respected accountancy firm in Chard, Somerset, is seeking an experienced Client Portfolio Manager to join their team. With a strong reputation for delivering high-quality services, they are committed to providing exceptional client care and support.

Job Summary:

This is a challenging and rewarding role that offers the opportunity to develop your skills and expertise in a dynamic and growing firm. You will be responsible for managing client portfolios, developing relationships, and providing general practice services across accounts, tax, and wider planning and advisory services.

Key Skills and Qualifications:
  • ACA or ACCA qualified professional with post-qualified experience as an experienced Client Portfolio Manager.
  • Strong analytical and problem-solving skills, with the ability to think creatively and strategically.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

The salary for this position is estimated to be between £50,000 - £55,000 per year, based on the location and industry standards. This is a great opportunity for a motivated and experienced professional to join a successful firm and progress their career.



  • Chard, Somerset, United Kingdom Michael Page Full time

    A leading accountancy practice based in Chard is seeking a Financial Services Manager to join their team. This is an exciting opportunity for an experienced professional to take on a key role in the management and delivery of accounting, tax and wider services.As Financial Services Manager, you will be responsible for managing teams and working closely with...


  • Chard, Somerset, United Kingdom Wise Employment Group Full time

    Job DescriptionA challenging opportunity has arisen for a skilled Financial Operations Specialist to join our expanding Accountancy practice on the outskirts of Chard. The ideal candidate will have experience in payroll services, including manual calculation of Tax and NI, calculating pay increases, overtime, and bonuses, reporting to HMRC, and liaising with...


  • Chard, Somerset, United Kingdom Wise Employment Full time

    Job Summary:Pursue a challenging and rewarding career as an Accountancy and Payroll Clerk with Wise Employment. As a key member of our team, you will be responsible for managing payroll administration and ensuring the seamless operation of our financial processes.About the Role:This is an excellent opportunity to join a dynamic organization where you can...


  • Chard, Somerset, United Kingdom Lentells Limited Full time

    Accountant Portfolio ManagerLentells Limited, a leading accountancy practice in Devon and Somerset, is seeking an experienced Accountant to fill the role of Portfolio Manager.The ideal candidate will have at least 3 years of practice experience, be proficient in accounts and possess strong leadership skills. ACCA/ACA Qualification is desirable but not...


  • Chard, Somerset, United Kingdom Autograph Recruitment Full time

    Financial Administration RoleWe are looking for a Financial Administration Coordinator to join our team at Autograph Recruitment. This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will play a critical role in supporting our financial operations.About the RoleYou will be responsible for processing payroll for multiple...


  • Chard, Somerset, United Kingdom The Boots Company PLC Full time

    Job Overview:We are seeking a highly skilled and dedicated Pharmacist to join our team at The Boots Company PLC. This is an exciting opportunity to work in a service lead store with a supportive team of experienced ACT's, dispensers, and pharmacy advisors.Newly qualified pharmacists are encouraged to apply for this position. We offer a collaborative working...


  • Chard, Somerset, United Kingdom Wise Employment Full time

    Job Details:Title: Accountancy and Payroll ClerkLocation: Chard, Office BasedSalary: £26,000 - £29,000 per annumAbout the Role:This is an exciting opportunity to join Wise Employment as an Accountancy and Payroll Clerk. In this role, you will be responsible for managing payroll administration, maintaining accurate records, and providing exceptional...


  • Chard, Somerset, United Kingdom Yolk Recruitment Careers Full time

    **Job Summary:**We are seeking an experienced Maintenance Engineer to join our team in Chard. As a key member of our maintenance department, you will be responsible for ensuring the smooth operation of our facilities and equipment.Key Responsibilities:Perform routine maintenance tasks on production equipment to minimize downtimeCover both proactive and...


  • 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 RoleThis 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...


  • Chard, Somerset, United Kingdom Voyage Care Ltd Full time

    Are you a motivated and dedicated professional seeking a challenging opportunity to lead a team of registered nurses? Look no further than Voyage Care Ltd, a leading provider of healthcare services based in Chard. As a Registered Service Manager, you will be responsible for overseeing the smooth operation of our services and supporting staff in delivering...


  • Chard, Somerset, United Kingdom Autograph Recruitment Full time

    Company OverviewWe are working with a highly successful and progressive accountants with offices in the South West. They offer clear career progression and space to grow in a dynamic team.SalaryA competitive salary of up to GBP30,000 DOE is on offer for this role.Job DescriptionThe ideal candidate will have experience processing payroll for a range of...


  • Chard, Somerset, United Kingdom Chartwells Full time

    We are seeking a highly motivated and dedicated Kitchen Assistant to join our Chartwells team. This part-time position offers an excellent opportunity to work in a fast-paced environment, preparing delicious meals for clients and customers.Key Accountabilities:Prepare high-quality food that meets the expectations of our clients and customersMaintain a clean...


  • Chard, Somerset, United Kingdom Chartwells Full time

    About the PositionThis is an excellent opportunity to join our dynamic team as a Catering Assistant, contributing to delivering outstanding customer experiences and high-quality food.The successful candidate will possess a passion for creating engaging displays, preparing appetizing food, and maintaining a clean and safe working...


  • Chard, Somerset, United Kingdom Synchro Full time £40,000 - £45,000

    Company OverviewSynchro has established a partnership with a forward-thinking retailer based in the Southwest, aiming to fill the position of an experienced IT Systems Engineer.Job SummaryThis role involves collaborating on multiple projects, managing technical systems, and offering assistance to users. It is crucial to possess a comprehensive understanding...


  • Chard, Somerset, United Kingdom NHS Full time

    We are seeking a skilled and compassionate Healthcare Professional to join our team in the Community Investigation Hub at Chard Hospital. As a key member of our team, you will provide high-quality patient care and support, working closely with our healthcare professionals to deliver exceptional services.About the RoleThis is an exciting opportunity to work...


  • Chard, Somerset, United Kingdom Chartwells Full time

    About the Position:We are looking for a highly skilled Executive Chef Professional to lead our culinary team at Chartwells. As an Executive Chef Professional, you will be responsible for overseeing the preparation and service of high-quality food that exceeds our clients' expectations.Responsibilities:Develop and Implement Menus: Create and implement menus...


  • Chard, Somerset, United Kingdom Wise Employment Full time

    Payroll Administrator Job Summary:We are looking for a highly organized and detail-oriented Payroll Administrator to join our team at Wise Employment in Chard. The successful candidate will have excellent communication skills and be able to work efficiently in a fast-paced environment.Key Requirements:Experience in payroll administration.Strong...


  • Chard, Somerset, United Kingdom Smart Recruitment Solutions Full time

    A Payroll Officer is required to work within our expanding Accountancy practice, providing payroll services to various clients. You will need a strong background in payroll software, pension schemes, and HM Revenue and Customs guidelines.We offer a competitive salary of £30,000 per annum, working in modern offices with plenty of free parking. As a valued...


  • Chard, Somerset, United Kingdom Wise Employment Group Full time

    Salary: £25,750 per annumJob Summary:We are a dynamic recruitment agency, part of The Wise Employment Group, seeking an experienced Payroll Officer to join our team.The successful candidate will be responsible for providing payroll services to a range of clients, including manual calculation of Tax and NI, calculating pay increases, overtime, and bonuses,...


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

    About Our EmployerBased in a picturesque region of the UK, this respected chartered accountancy practice offers an ideal environment for career growth and development. The firm provides flexible working arrangements, hybrid work options, and competitive salaries.Job OverviewYou will join our team as an experienced Senior or AAT qualified Technician. As a key...