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Client Portfolio Manager

Page Personnel

Bristol, England, United Kingdom Permanent June 29, 2026
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Vacancy Description

  • Client Portfolio Manager to join highly respected firm of Chartered Accountants
  • Excellent opportunity to join a forward thinking and professional firm

    • About Our Client

    This organisation is a well-established, small-sized professional services firm specialising in accounting and finance. They are committed to providing exceptional service to their clients and fostering a supportive and professional working environment for their team.

    Job Description

  • Manage a diverse portfolio of clients, ensuring their needs are met effectively and efficiently.
  • Prepare and review financial statements and reports for accuracy and compliance.
  • Provide expert advice on accounting and finance matters to clients.
  • Ensure all client accounts comply with relevant regulations and standards.
  • Oversee tax planning and compliance for clients within the portfolio.
  • Build and maintain strong client relationships to ...

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    Vacancy Details

    Location Bristol, England
    Country United Kingdom
    Type Permanent
    Category Financial Specialists
    Posted June 29, 2026

    About Page Personnel

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    Page Personnel

    Bristol, United Kingdom

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