Client Portfolio Manager β€” Hybrid & Advisory Focus in Basingstoke

Client Portfolio Manager β€” Hybrid & Advisory Focus in Basingstoke

Basingstoke Full-Time No working from home possible
Insite Finance

Insite Finance in Basingstoke is seeking an experienced Client Portfolio Manager to inherit an established client portfolio and act as the first point of contact for businesses seeking long-term advisory and technical delivery. You will manage portfolios across limited companies, partnerships, and owner-managed businesses, while supporting junior staff.

With ACA/ACCA qualifications and a proven UK practice background, you’ll thrive in a role that values relationships as much as delivery, in a

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Client Portfolio Manager β€” Hybrid & Advisory Focus in Basingstoke employer: Insite Finance

As a leading Big Four firm, we offer an exceptional work environment that prioritises flexibility and employee autonomy, allowing our Tax Investigations Managers to thrive in a high-trust culture. With a competitive salary of up to Β£65,000 and the opportunity to work closely with Partners on complex cases, our team fosters professional growth through a strong internal network and varied client exposure. Join us for a rewarding career where your contributions are valued, and you can develop your skills in a supportive, hybrid working model.

Insite Finance

Contact Details:

Insite Finance Recruitment Team