
Client Portfolio Manager
- Chippenham, Wiltshire
- £48,000-50,000 per year
- Permanent
- Full-time
As a Client Portfolio Manager, you will have responsibility for: -
- Manage a diverse portfolio of clients, providing expert accounting and tax advice.
- Build and maintain strong client relationships, serving as their trusted advisor.
- Lead and mentor junior team members, fostering their professional growth.
- Contribute to business development initiatives, expanding the client base.
- Act as a primary point of contact, ensuring seamless service delivery.
As a Client Portfolio Manager, the key requirements are: -
- Strong knowledge of complex accounting and tax issues.
- Excellent client relationship management and communication skills.
- Leadership and mentoring experience.
- A client-centric, adaptable, and solution-focused approach.
As a Client Portfolio Manager the benefits are: -
- Competitive salary and benefits package.
- Flexible working arrangements, including homeworking.
- Comprehensive health and wellness benefits.
- Generous holiday allowance and support policies.
- Opportunities for professional growth and development.
- A company that values its community and its environmental impact.