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Client manager, client portfolio manager, accounts manager

Falmouth
TN United Kingdom
Portfolio manager
€60,000 - €80,000 a year
Posted: 8 May
Offer description

Social network you want to login/join with:


Client:

Page Personnel


Location:

Falmouth, United Kingdom


Job Category:

Customer Service


EU work permit required:

Yes


Job Reference:

8261175e4ae2


Job Views:

3


Posted:

05.05.2025


Expiry Date:

19.06.2025


Job Description:

1. Client Manager to join a growing, chartered accountants in Falmouth.
2. Managing clients, teams & growing this firm's service lines, with progression.


About Our Client

Based in Falmouth, this chartered accountancy firm has developed an excellent reputation and is experiencing positive growth. The firm's partners are looking for a key support who can lead the management and delivery of accounting/tax and wider services, add value to clients through advisory and planning projects, manage teams, and develop further business. The firm maintains a team-focused culture with long-serving staff. A progression path is available, offering career development within this successful firm.


Job Description

As a Client Manager based in Falmouth, you will bring a comprehensive background as an accounts and tax professional to service sole traders, partnerships, and limited company OMBs and SMEs. You will manage the full delivery of services, build client relationships, oversee compliance, and lead team review, mentoring, and training. Additionally, you will deliver added value through advisory and planning work and develop new business. This role offers an influential career path supporting the firm's partners and fostering professional growth.


The Successful Applicant

Applicants should hold qualifications such as AAT, ACA, ACCA, CTA, or have gained equivalent experience through a career in accountancy practice, reaching managerial levels. A broad background in accounts and tax within small, medium, or large firms is essential, along with a desire for career progression.


What's on Offer

Salary ranges from £38,000 to £48,000, depending on experience and qualifications, plus benefits. Negotiable.

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