Client Portfolio Manager

2 weeks ago


Ashford, Kent, United Kingdom Office Angels Full time
About the Role

We are seeking a skilled Client Portfolio Manager to join our team at Office Angels. This part-time opportunity will involve managing over 100 client accounts and providing exceptional client service.

Key Responsibilities:
  • Manage client relationships and ensure timely submission of accounts
  • Conduct tax planning and financial analysis to support clients' business growth
  • Develop and maintain strong relationships with clients and colleagues
Requirements:

To succeed in this role, you will need:

  • Proven experience in account management within an accountancy practice
  • AAT/ICAEW qualification or equivalent
  • Excellent communication and interpersonal skills
Benefits and Salary:

The benefits package includes 20 days annual leave + Bank holidays + a Day off for your Birthday FTE, casual dress on Fridays, company events, and more. The salary for this part-time position is £35,000 - £40,000 pro rata, based on 4 days a week across Monday - Friday, 8:30am - 4:30pm.


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