Client/Portfolio Manager

Posted 28 March by Autograph Recruitment Ltd
£45,000 - £55,000 per annum
Chard , Somerset
Permanent, full-time
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Posted by Autograph Recruitment Ltd

Client/Portfolio Manager

Location : Chard.

Our Client

Autograph Recruitment are pleased to be working with a fast-growing company with a strong commitment to employee satisfaction. They are looking for a Client/ Portfolio Manager who is passionate about their work and wants to be part of a team that is making a difference.

Responsibilities

Managing a variety of clients and supporting the directors with a range of services. You will be ACA or ACCA qualified and to have previously worked in a similar environment.  

My client is happy to take on someone who is looking for a step up in to this position. 

You will need to have excellent communication skills as you will be liaising with clients and directors of all levels.

Candidate requirements:

  • ACA or ACCA qualified
  • Minimum of 5 years practice experience required
  • Previous experience of working in a similar role
  • Good IT knowledge of Word and Excel and Accounts packages such as Xero and QuickBooks
  • Excellent communication skills and confident in changing situations

Reference: 52393876

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