Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Client portfolio manager

Seaton
Michael Page Sales
Portfolio manager
Posted: 9 March
Offer description

Job Description

A growing firm of chartered accountants based in Seaton is searching for a Client Portfolio Manager to join their team. You will be managing a wide ranging client portfolio overseeing the delivery of year end accounts, tax, advisory services and building client relationships as well as developing and supporting the wider team and working closely with the firms directors as a key addition.

Client Details

Based in Seaton this chartered accountancy firm has experienced ongoing and sustained growth and the firm services wide ranging clients, from small sole traders, partnerships through to clients up to and in excess of the audit threshold in turnover on larger limited company SMEs and OMBs. The firm provides a mix of home to office hybrid working, flexible hours with an excellent work life balance and team focused culture, along with competitive salary and benefits.

Description

Joining as a Client Portfolio Manager you will manage the delivery of wide ranging services to a varied client portfolio focused on year end accounts, tax and wider service delivery, working with clients right across the range in size and sector, up to the audit threshold in turnover on the largest clients. You will build relationships with clients as a trusted advisor. Alongside this you will be supported by a wider team and play a key role in developing, supporting, mentoring and managing this team. You will carve an influential role in this successful, growing firm of independent accountants with a clear route to progress on offer as well for those with ambitions to develop beyond a managerial position in the medium term and longer term.

Profile

You will be any of ACA/ACCA/CTA/AAT etc qualified, or equivalent with a career background within accountancy practice across any of year end accounts/tax/audit etc and all around, general accountancy practice service delivery to wide ranging sole trade, partnership and limited company clients. You will have developed your career to the Client Portfolio Manager levels and be looking for a firm and role where you can see progression and development potential on offer, offering a long term career fit and environment where you can develop.

Job Offer

Circa £38,000 - £50,000 dependent on the background experience and level of the right professional, plus benefits, negotiable. Please apply online and for a further confidential discussion please contact Mark Bailey on to find out more.

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Client portfolio manager
Chard
Michael Page Sales
Portfolio manager
Similar job
Client manager, medical client sector portfolio manager, accounts manager
Exeter
Permanent
Page Personnel
Portfolio manager
Similar job
Client manager, client portfolio manager, accounts manager
Wellington (Shropshire)
Permanent
Page Personnel
Portfolio manager
See more jobs
Similar jobs
Michael Page Sales recruitment
Michael Page Sales jobs in Seaton
Banking jobs in Seaton
jobs Seaton
jobs Devon
jobs England
Home > Jobs > Banking jobs > Portfolio manager jobs > Portfolio manager jobs in Seaton > Client Portfolio Manager

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2026 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save