Senior Portfolio Manager

2 weeks ago

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

About Our Client

A leading firm of chartered accountants, based in Chard, Somerset, is seeking an experienced Client Portfolio Manager to join their team. The firm has a wide range of clients across various industries and turnover ranges, with a strong reputation for providing added value advisory services.

Job Description

As a Client Portfolio Manager, you will be responsible for managing a portfolio of clients, providing general practice services, including accounts, tax, and wider planning and advisory services. You will develop long-term relationships with your clients, identifying opportunities to deliver services and add value through project work. The role offers genuine medium and long-term career progression potential in a growing firm.

Key Responsibilities

  • Manage a portfolio of clients, providing general practice services and identifying opportunities for growth and development.
  • Develop long-term relationships with clients, delivering services and adding value through project work.
  • Work closely with the firm's specialist teams to deliver advisory services and add value to clients.
  • Contribute to the development of the firm's services and advisory offerings.

Requirements

To be successful in this role, you will be an ACA or ACCA qualified professional with significant post-qualified experience as a Client Portfolio Manager. You will have a background working in a similar environment and be seeking a role with genuine career progression and development potential.

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