1. Excellent opportunity
2. Join a leading regional firm
About Our Client
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.
Job Description
3. Oversee the management of client portfolios ensuring all financial and accountancy services are delivered to a high standard.
4. Develop and maintain strong relationships with clientele.
5. Provide expert advice to clients on matters related to tax, audit, and financial planning.
6. Proactively identify opportunities to expand the client base.
7. Collaborate with other departments to ensure seamless service delivery.
8. Maintain up-to-date knowledge of financial regulations and best practices in the professional services industry.
9. Lead and mentor junior staff members to foster professional growth within the company.
10. Participate in strategic planning and decision-making at senior level.
The Successful Applicant
A successful Senior Client Portfolio Manager should have:
11. A degree in Accounting, Finance, or a related field.
12. Professional qualifications such as ACA, ACCA or CIMA.
13. A solid background in professional services.
14. Excellent financial and accounting skills.
15. Strong leadership and interpersonal skills.
16. A proactive and client-focused approach to service delivery.
What's on Offer
17. An estimated salary range of £40,500 to £49,500.
18. Flexible working arrangements, including homeworking options.
19. Opportunity to work in a professional, supportive environment in Swindon.
20. A chance to contribute to a reputable company in the professional services industry.
21. 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.