Client/Portfolio Manager

  • Job Reference: 1108700330-2
  • Date Posted: 8 September 2023
  • Recruiter: Autograph Recruitment
  • Location: Chard, Somerset
  • Salary: £35,000 to £45,000
  • Sector: Accounting
  • Job Type: Permanent

Job Description

Client/Portfolio Manager

Location: Taunton

Our Client

Autograph are delighted to be working with highly successful and progressive Practice Accountants with offices in the South West. This rare and fantastic opportunity would ideally work for a Qualified accountant with professional practice experience. Clear career progression is offered and space to grow in a dynamic team.


Managing a variety of clients and supporting the directors with a range of services. You will be ACA or ACCA qualified and have 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

Next steps:

If this sounds like a great opportunity and you can demonstrate a proven track record in initiating and delivering the above, with solid results, then please click Apply to upload your CV for consideration. Alternatively contact Laura Powell on (phone number removed) or (url removed).

If this job is not quite right for you but you are looking for a new position, as a specialist Accountancy & Finance Recruiter, please contact us for a confidential discussion on your career