Client Portfolio Manager

Michael Page Finance
11 Jan 2018
10 Feb 2018
Contract Type
Full Time

An Exeter based accountancy practice has a requirement for a Client Portfolio Manager to join their team. The firm and opportunity presents development and career progression prospects, for a Manager level accountancy practice professional, looking to carve a key role in a growing, highly successful and reputable firm of chartered accountants.

Client Details

Based in the firms Exeter offices, this accountancy practice has developed a strong reputation across Devon and further afield. The firm acts for a wide spectrum of clients, very wide ranging in size and industry, acting for SME, OMBs, corporates, sole traders and partnerships. Core clients range in the £500k - £5million, with additional larger corporate up to £20 - 50million in turnover.


Joining as a Client Portfolio Manager, in the firms Exeter offices, you will take on the management of a varied portfolio, fully managing this portfolio, building relationships and ensuring a quality service, reviewing work, meeting clients, hands on with more complex accounts. You will be overseeing the delivery of accounting, taxation, audit and other services, with a portfolio, moulded around the technical strengths and motivations of the right candidate, providing business advice, managing staff, workload and budgets. There will be a good element of the role advising on wide ranging accounting and added value projects in addition. You will have a client facing role and look to build relationships and add value to clients The opportunity therefore provides a genuine opportunity to progress and carve a key career move in this growing firm with excellent prospects for progression on offer.


You will be any of ACA, ACCA, or equivalent, qualified with a strong background in the accountancy practice sector, either at Client Portfolio Manager or moving up to Manager level. You will have skills managing a portfolio of clients, providing the range of accounting and tax services. You may be based in the South West with a profession background and career history in any of, small, medium/large independent firm size or larger top 50/ Mid /Top Tier firm background. Or you will be looking to relocate to the South West in a long term lifestyle and career move, seeking a challenging opportunity in the profession where you can progress in a leading firm of accountants.

Job Offer

£33,000 - £40,000 dependent on experience and background, negotiable.

This job was originally posted as