Client Portfolio Manager

Job Location	Chard
Education	Not Mentioned
Salary	40,000 - 50,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

An excellent opportunity for a career focused and highly professional accountant at managerial level, with a strong background in general accountancy practice has arisen, based in Chard working for this leading firm of chartered accountants. Joining as aClient Portfolio Manager the role and firm offers excellent prospects for progression, carving a key role in this successful business.Client DetailsA leading Chard based and Somerset firm of chartered accountants, undergoing continued positive growth and development. The firm has a wide spectrum of clients, across varied industries and turnover ranges, with an excellent reputation in added value, advisoryservices across several specialist niche fields, alongside the general practice, service offering. Given growth plans and the ongoing success of the firm, the role provides a very attractive, long term career opportunity for the right practice professional,looking to further their career.DescriptionJoining as a Client Portfolio Manager in their Chard office location, you will take responsibility for a full client portfolio over time as you develop within the firm and role, managing the provision of general practice services across accounts, tax andwider planning and advisory services for your portfolio. You will develop long term relationships with your clients with significant opportunity to develop advisory skills and deliver services across wide ranging planning and add value project work. Therewill be opportunity to develop specialist skills and expertise in the firms very successful, niche areas and as a key addition to the team, your role, responsibilities and career will develop over time and genuine medium and long term career progression potentialis on offer in this growing firm.ProfileYou will be an ACA or ACCA qualified professional, with anything from up to one or two years or considerably more, post qualified experience as an experienced Client Portfolio Manager. You will have a background working within any of small, medium or largeindependent, or Top 50, Mid Tier/ Top Tier accountancy firm environment. You will be seeking an opportunity with genuine career progression and development potential and be looking to manage your own portfolio, developing relationships and your client base.Job OfferCirca £40,000 - £50,000 + dependent on experience and background, negotiable.

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