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Vacancy Details
Job Title : Client Portfolio Manager
Ref : P239
Location:  Bath / Somerset
Category:  Accountancy (Qualified) / Accountancy / Accountancy & Finance
Division:  Permanent Division
Salary:  To £50,000 plus benefits
Job Type: 

A leading South West Accountancy Firm is now looking to strengthen their business development team through the appointment of a fully qualified ACA/ACCA client focused portfolio Manager. 
Reporting directly to a senior partner, this role will involve full client engagement and face to face meetings on a regular basis. This role would suit someone who is a natural relationship builder with at least 5 years PQE in a professional practice environment. This highly varied and challenging role will include;
  • Attend new and existing client meetings 
  • Forming excellent client relationships and identifying additional product or service requirements 
  • Completion of complex accounts work 
  • Maintaining regular contact with client portfolio and ensuring all queries are managed in a timely manner
  • Reviewing work completed by other members of staff to ensure accuracy
  • Completion of ad-hoc project work as required by the partner
About You

In order to be considered, you will be a fully qualified ACA/ ACCA Accountant with a wealth of business development experience within professional practice. In addition, you will be a self-starter with the ability to build long standing business relationships.  This is a genuine opportunity to join a progressive and rapidly expanding independent firm with a fantastic local reputation who offer real career progression and a highly competitive benefits package.