Back to search

Senior Client Portfolio Manager

Swindon Permanent View Job Description
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.
  • Excellent opportunity
  • 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

  • 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.

The Successful Applicant

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.

What's on 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.

Contact
Brent Slocombe
Quote job ref
JN-042025-6709306
Phone number
+441179271443

Job summary

Job function
Audit & Advisory
Subsector
Practice (Audit) & Assurance
Sector
Business Services
Location
Swindon
Contract type
Permanent
Consultant name
Brent Slocombe
Consultant phone
+441179271443
Job reference
JN-042025-6709306