Portfolio Manager for SMEs β€” Client Delivery & Growth in Wells

Portfolio Manager for SMEs β€” Client Delivery & Growth in Wells

Wells Full-Time 45000 - 55000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Manage SME portfolios and ensure top-notch service delivery in accounts, tax, and VAT.
  • Company: Join a reputable Chartered Accountancy Practice with a focus on client growth.
  • Benefits: Competitive salary, mentorship opportunities, and a supportive work environment.
  • Other info: Opportunity to work with diverse clients and enhance your professional skills.
  • Why this job: Lead and develop a team while making a real impact on client relationships.
  • Qualifications: Experience in portfolio management and strong communication skills.

The predicted salary is between 45000 - 55000 Β£ per year.

Knightwell Recruitment is seeking an experienced Portfolio Manager for a Chartered Accountancy Practice in the UK.

You will manage SME and business portfolios, acting as the primary contact for service delivery including accounts, tax, VAT, and secretarial matters.

You will lead, mentor and develop junior staff, while ensuring high standards and proactive client relationship management.

Agricultural clients experience is useful but not essential.

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Portfolio Manager for SMEs β€” Client Delivery & Growth in Wells employer: Knightwell Recruitment

Knightwell Recruitment is an excellent employer for Corporate Tax Seniors, offering a supportive work culture that prioritises employee growth and development. With a hybrid work model and an enhanced pension scheme, employees can enjoy a balanced work-life while advancing their careers in the thriving city of Leeds, known for its vibrant professional community and networking opportunities.

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Contact Details:

Knightwell Recruitment Recruitment Team

We think you need these skills to ace Portfolio Manager for SMEs β€” Client Delivery & Growth in Wells

Portfolio Management
Client Relationship Management
Accounts Management
Tax Knowledge
VAT Knowledge
Secretarial Skills
Mentoring and Development