Client Manager/Portfolio Manager | Hybrid | £40-55k | Nottingham
Are you ready to take your career to the next level? Do you want to be at the heart of client success? I am delighted to be recruiting for a brilliant and fast-growing independent accountancy practice in Nottingham who are looking for a driven and proactive Client Manager / Portfolio Manager to join their team.
If you thrive on building strong client relationships and delivering expert financial guidance, this could be the perfect opportunity for you.
The Role:
As a key member of the team, you will take ownership of a portfolio of ambitious SMEs, providing them with essential financial insights and strategic advice. Your role goes beyond numbers-you will be a trusted adviser, helping clients navigate their financial journeys with confidence.
Key Responsibilities:
1. Client Partnerships: Build and maintain strong relationships, understanding their goals and aligning our services to meet their needs.
2. Strategic Insights: Provide meaningful financial data and forward-thinking advice, enabling clients to make informed business decisions.
3. Collaboration & Leadership: Work closely with Directors in client meetings and strategic discussions, while also helping develop internal processes and team efficiency.
4. Mentorship: Guide an...