Client Portfolio Manager

Recruiter
Michael Page Finance
Location
Exeter
Salary
33000.0000
Posted
05 May 2017
Closes
04 Jun 2017
Sector
Accountancy
Contract Type
Permanent
Hours
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.

Description

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.

Profile

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.