Client Portfolio Manager

Michael Page; Swindon; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A well-established firm in professional services is seeking a Senior Client Portfolio Manager to manage client portfolios and provide expert financial advice. The role involves strong leadership and interpersonal skills, with a proactive, client-focused approach. Candidates should have a degree in Accounting, Finance, or a related field, along with professional qualifications such as ACA, ACCA or CIMA. This position offers flexible working arrangements and a competitive salary range between £40,500 to £49,500.

Benefits

Flexible working arrangements

Competitive holiday leave

Qualifications

• A solid background in professional services.
• Proven ability to develop and maintain client relationships.
• Knowledge of financial regulations and best practices.

Responsibilities

• Oversee the management of client portfolios.
• Provide expert advice on tax, audit, and financial planning.
• Lead and mentor junior staff members.

Skills

Financial and accounting skills

Leadership skills

Interpersonal skills

Client-focused approach

Education

Degree in Accounting, Finance, or related field

Professional qualifications such as ACA, ACCA or CIMA

Job description

Overview

This is an exceptional opportunity for a Senior Client Portfolio Manager to provide bespoke, top-tier financial and accounting services to a diverse range of clientele. This role, based in Swindon, demands a candidate with a strong background in professional services and a keen eye for detail.

Client Details

Our client is a well-established firm in the professional services industry, recognised for its expertise and dedication to client satisfaction. As a medium-sized organisation, they offer an environment that nurtures professional growth whilst maintaining a strong focus on delivering exceptional service to their clients.

Description

• Oversee the management of client portfolios ensuring all financial and accountancy services are delivered to a high standard.
• Develop and maintain strong relationships with clientele.
• Provide expert advice to clients on matters related to tax, audit, and financial planning.
• Proactively identify opportunities to expand the client base.
• Collaborate with other departments to ensure seamless service delivery.
• Maintain up-to-date knowledge of financial regulations and best practices in the professional services industry.
• Lead and mentor junior staff members to foster professional growth within the company.
• Participate in strategic planning and decision-making at senior level.

Profile

A successful Senior Client Portfolio Manager should have:

• A degree in Accounting, Finance, or a related field.
• Professional qualifications such as ACA, ACCA or CIMA.
• A solid background in professional services.
• Excellent financial and accounting skills.
• Strong leadership and interpersonal skills.
• A proactive and client-focused approach to service delivery.

Job Offer

• An estimated salary range of £40,500 to £49,500.
• Flexible working arrangements, including homeworking options.
• Opportunity to work in a professional, supportive environment in Swindon.
• A chance to contribute to a reputable company in the professional services industry.
• Competitive holiday leave.

This is a fantastic opportunity for an ambitious Senior Client Portfolio Manager to further their career in a respected firm. If you're ready to take the next step in your career, we encourage you to apply.