Client Portfolio Manager — Path to Director (Hybrid)

Michael Page (UK); Bristol; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A growing accountancy firm in Bristol is seeking a Client Portfolio Manager to support client relationships and service delivery. This role offers a clear progression path towards Director level, ideal for candidates with strong accountancy practice experience. Responsibilities include managing compliance, mentoring team members, and providing valuable advisory services. Competitive salary of £50,000 - £60,000 plus benefits on offer, with flexible working arrangements available.

Benefits

Flexible working hours

Career progression opportunities

Qualifications

• Strong background in accountancy practice, ideally at manager level.
• Experience in working with sole traders, partnerships, and SMEs.
• Proven capability in managing compliance and delivery.

Responsibilities

• Service and manage client accounts for various business types.
• Work closely with team members in a mentoring capacity.
• Deliver added value advisory services to clients.

Skills

Accountancy practice experience

Client relationship management

Compliance delivery

Advisory planning work

Mentoring and training

Education

AAT, ACA, ACCA, CTA qualifications

Job description

A growing accountancy firm in Bristol is seeking a Client Portfolio Manager to support client relationships and service delivery. This role offers a clear progression path towards Director level, ideal for candidates with strong accountancy practice experience. Responsibilities include managing compliance, mentoring team members, and providing valuable advisory services. Competitive salary of £50,000 - £60,000 plus benefits on offer, with flexible working arrangements available.