Jobs
>
Chard

    Client/Portfolio Manager - Chard, United Kingdom - Autograph Recruitment

    Autograph Recruitment
    Autograph Recruitment Chard, United Kingdom

    2 weeks ago

    Default job background
    Description

    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


  • Acorn by Synergie Chard, United Kingdom Full time

    Client Portfolio Manager · Up to 60K Dependent on experience · Hybrid after probationary period · Acorn by Synerige is currently seeking a highly skilled and experienced Portfolio Manager to join their client's dynamic team in Chard. As a leading firm in the financial industry, w ...

  • Wise Employment

    Portfolio Manager

    1 week ago


    Wise Employment Chard, United Kingdom Full time

    Portfolio Manager · A great opportunity to join a progressive and modern Accountancy practice office based in beautiful Chard, full time, permanent role offering a competitive salary up to £55,00 with excellent benefits. · Are you an experienced Portfolio Manager with 5 or more y ...


  • Butler Rose Taunton, United Kingdom

    Butler Rose are working alongside a regional accountancy firm, steeped in history and with an excellent reputation as they seek to recruit a Client Portfolio Manager to join their ranks. This role is a fantastic opportunity for someone seeking an establishedteam, opportunities to ...


  • Hawk 3 Talent Solutions Glastonbury, United Kingdom

    **Job:Client Portfolio Manager** · **Location: Glastonbury** · **Salary**:up to £50,000 DOE · **Job type**:Permanent, Full Time · **Hours of work**:0900am -1700pm Monday to Friday (37 hours) Early Finish on Fridays · **Summary**: · **Essential skills**: · Preferably ACA/ACCA qual ...


  • Michael Page (UK) Chard, Somerset, United Kingdom £50,000 - £55,000

    We have been made aware of a global phishing campaign where employees from companies are being impersonated. We are confident that no PageGroup system has been breached. Find out how to protect yourself · Chard Permanent £50,000 - £55,000 per year · Client Managerial professio ...

  • Public Practice Recruitment Ltd

    Client Manager

    1 day ago


    Public Practice Recruitment Ltd Axminster, United Kingdom

    **Client Manager Job Vacancy** · Calling all Client Managers looking for a new and exciting challenge. · Can you lead a varied portfolio of clients, building trusted and long-lasting relationships? · Can you prepare and review management accounts to an exceptional standard, alway ...

  • Lentells

    Portfolio Manager

    1 week ago


    Lentells Chard, Somerset, United Kingdom

    Lentells is an accountancy practice who employ over 80 staff members across 3 offices in Devon and Somerset. We are now looking to recruit for a portfolio manager to join our team in our Chard office on a permanent basis. · The main duties of this role include · Responsible for ...

  • Lentells

    Portfolio Manager

    3 weeks ago


    Lentells Chard, United Kingdom Full time

    Lentells is an accountancy practice who employ over 80 staff members across 3 offices in Devon and Somerset. We are now looking to recruit for a portfolio manager to join our team in our Chard office on a permanent basis. · The main duties of this role include: · Responsible for ...


  • Lentells Chard, Somerset, United Kingdom

    Lentells is an accountancy practice who employ over 80 staff members across 3 offices in Devon and Somerset. We are now looking to recruit for a portfolio manager to join our team in our Chard office on a permanent basis. · Supporting the Directors with providing a range of acco ...

  • Public Practice Recruitment Ltd

    Client Manager

    3 weeks ago


    Public Practice Recruitment Ltd Lyme Regis, United Kingdom

    **Client Manager Job Vacancy** · **What we're looking for** · This role will suit an ambitious accountant, qualified toACA, ACCA or CA level (or qualified by experience), with first class time management, organisational skills, and management experience. You will be a leader, so ...


  • Ritz Recruitment Limited Exeter, United Kingdom Full time

    I am currently recruiting for a skilled and experienced Portfolio Manager to come on board and work with my client in Central Exeter, the largest housing provider for second- and third-year university students. You will manage the Portfolio team and expand the companies portfolio ...


  • Taylor Hawkes Ltd Exeter, United Kingdom

    **Our client is a fast-growing Top-100 accounting and business advisory firm. Because of this continued growth, they are now looking for a full-time Qualified Accounts Portfolio Manager to drive the delivery of accounting and tax planning solutionsto a range of clients.** · **Abo ...

  • QUINTON DAVIES LIMITED

    Client Manager

    3 weeks ago


    QUINTON DAVIES LIMITED Taunton, United Kingdom

    Role: Client Manager · **Salary**: £40,000 - £45,000 · Location: Taunton · Overview: · Quinton Davies is working on behalf of a large regional accountancy practice in the Southwest who are looking for a Client Manager. · Main Duties and responsibilities: · - Manage the day to day ...

  • Public Practice Recruitment Ltd

    Client Manager

    3 weeks ago


    Public Practice Recruitment Ltd Weymouth, United Kingdom

    **Client Manager Job Vacancy** · **What we are looking for** · Are you ready to take advantage of market-leading salaries and incredible suites of benefits for accountants? · Are you currently working as a Client Manager or are you ready to progress your career to this level? · T ...

  • Michael Page (UK)

    Client Manager

    1 week ago


    Michael Page (UK) Chard, Somerset, United Kingdom £45,000 - £55,000

    We have been made aware of a global phishing campaign where employees from companies are being impersonated. We are confident that no PageGroup system has been breached. Find out how to protect yourself · Chard Permanent £45,000 - £55,000 per year · Client Manager to join a gr ...

  • Michael Page (UK)

    Client Manager

    3 weeks ago


    Michael Page (UK) Chard, Somerset, United Kingdom

    Chard Permanent £45,000 - £55,000 per year · Progression on offer and key lead role, managing compliance/planning and teams. · Based in Chard this chartered accountancy firm has developed an excellent reputation and is undergoing very positive growth and the firms partners are ...

  • Public Practice Recruitment Ltd

    Client Manager

    3 days ago


    Public Practice Recruitment Ltd Exeter, United Kingdom

    **Client Manager Job Vacancy** · Are you an all-rounder accountant looking for a new challenge? Would you love to work with a reputable accountancy practice with an established presence in the South West and across the UK? · If so, this Client Manager job in Exeter could be the r ...


  • Simon Lincoln Recruitment Solutions Taunton, United Kingdom

    **The Client Relations team is accountable for delivering a high level of professionalism to provide client service excellence. The team transacts, manages and is responsible for clients' needs and the day to day running of wealth management clientrelations within Wealth Manageme ...


  • Office Angels Taunton, United Kingdom

    **Do you have previous experience of working within Financial Services and want to progress your career in a company that really values their staff and offers long term progression and development? If so this could be great opportunity for you.** · **JOB TITLE**: Senior Client Re ...


  • Cathedral Appointments Ltd Exeter, United Kingdom

    **£25-£30k OTE | Generous Benefits | Exeter Based** · Do you pride yourself on providing exemplary customer service whilst working in a fast-paced administrative support setting? Are you well-presented, articulate and able to think on your feet? If so, our client, a leading indep ...