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This is an exceptional opportunity for a Senior Client Portfolio Manager to provide bespoke, top-tier financial and accounting services to a diverse range of clientele. This role, based in Swindon, demands a candidate with a strong background in professional services and a keen eye for detail.
Client Details
Our client is a well-established firm in the professional services industry, recognised for its expertise and dedication to client satisfaction. As a medium-sized organisation, they offer an environment that nurtures professional growth whilst maintaining a strong focus on delivering exceptional service to their clients.
Description
* Oversee the management of client portfolios ensuring all financial and accountancy services are delivered to a high standard.
* Develop and maintain strong relationships with clientele.
* Provide expert advice to clients on matters related to tax, audit, and financial planning.
* Proactively identify opportunities to expand the client base.
* Collaborate with other departments to ensure seamless service delivery.
* Maintain up-to-date knowledge of financial regulations and best practices in the professional services industry.
* Lead and mentor junior staff members to foster professional growth within the company.
* Participate in strategic planning and decision-making at senior level.
Profile
A Successful Senior Client Portfolio Manager Should Have
* A degree in Accounting, Finance, or a related field.
* Professional qualifications such as ACA, ACCA or CIMA.
* A solid background in professional services.
* Excellent financial and accounting skills.
* Strong leadership and interpersonal skills.
* A proactive and client-focused approach to service delivery.
Job Offer
* An estimated salary range of £40,500 to £49,500.
* Flexible working arrangements, including homeworking options.
* Opportunity to work in a professional, supportive environment in Swindon.
* A chance to contribute to a reputable company in the professional services industry.
* Competitive holiday leave.
This is a fantastic opportunity for an ambitious Senior Client Portfolio Manager to further their career in a respected firm. If you're ready to take the next step in your career, we encourage you to apply.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Accounting
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