Client Portfolio Manager

Job Title: Client Portfolio Manager
Contract Type: Permanent
Location: Chard, Somerset
Salary: £35000 - £45000 per annum + Benefits
Reference: JN -102020-1236615_1604671937
Contact Name: Mark Bailey
Contact Email:
Job Published: November 06, 2020 14:12

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 a Client Portfolio Manager the role and firm offers excellent prospects for progression, carving a key role in this successful business.

Client Details

A 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, advisory services 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.


Joining 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 and wider 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. There will 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 potential is on offer in this growing firm.


You 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 large independent, 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 Offer

Circa £35,000 - £45,000 + dependent on experience and background, negotiable.