Client Portfolio Manager

As a Client Portfolio Manager in the professional services industry, you will oversee the management of client portfolios, ensuring the delivery of accurate and timely accounting services. This role is based in Chipping Sodbury and offers a great opportunity to utilise your expertise in accounting and finance.

Client Details

This organisation is a well-established, small-sized professional services firm specialising in accounting and finance. They are committed to providing exceptional service to their clients and fostering a supportive and professional working environment for their team.

Description

• Manage a diverse portfolio of clients, ensuring their needs are met effectively and efficiently.
• Prepare and review financial statements and reports for accuracy and compliance.
• Provide expert advice on accounting and finance matters to clients.
• Ensure all client accounts comply with relevant regulations and standards.
• Oversee tax planning and compliance for clients within the portfolio.
• Build and maintain strong client relationships to enhance service satisfaction.
• Support junior team members in their professional development.
• Contribute to the continuous improvement of internal processes and workflows.

Profile

A successful Client Portfolio Manager should have:

• A strong background in accounting and finance, ideally within the professional services industry.
• Relevant professional qualifications or equivalent experience. ACA or ACCA Qualified or part qualified
• Proficiency in accounting software and tools.
• A good understanding of financial regulations and compliance requirements.
• Excellent communication and interpersonal skills to engage with clients effectively.
• Strong organisational skills to manage multiple client portfolios efficiently.
• A proactive approach to problem-solving and decision-making.

Job Offer

• A competitive salary ranging from 30,000 to 45,000 per annum.
• 25 days of holiday leave to maintain a healthy work-life balance.
• A 3% pension contribution to support your financial future.
• Opportunity to work in a small-sized firm with a professional and supportive culture.
• A permanent position based in the picturesque town of Chipping Sodbury.

If you're ready to advance your career as a Client Portfolio Manager within the professional services industry, we encourage you to apply today!