Back to search
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.
