Portfolio manager.

  • Chard, Somerset
  • Negotiable

Portfolio manager

  • Chard, Somerset
  • Negotiable
  • Posted May 23, 2023

Job Title: Portfolio Manager
Location: Chard
Salary: Competitive salary
Hours: Monday to Friday 8:30am-5pm. Part time hours would be available for the right candidate. There is also the option to work from home one day a week if required.

Our very well established client in Chard have an exciting opportunity for a Portfolio Manager to join their team on a permanent basis.

You will be responsible for managing a portfolio of clients and supporting the Directors with providing a range of accounting and tax services to our varied portfolio of client. You will ensure that our client’s expectations are met in a timely and efficient manner and will be the main contact to our clients on a day to day basis. You will also be responsible for mentoring and training junior staff members.

Attributes, Skill, Experience and Qualifications
The successful candidate will have the following attributes, skills, experience and qualifications.

  • Qualified ACCA or ACA
  • Previous experience of working in an accountancy practice, minimum of 5 years’ experience required
  • Previous experience of managing a portfolio of clients desired
  • Keen eye for detail
  • Positive, can do, attitude who is willing to learn
  • Resilient, able to work independently and prioritise tasks
  • Outgoing, confident and able to work well under pressure
  • Takes own initiative and is organised and able to meet deadlines
  • Professional and team player
  • Good knowledge of Excel and Word
  • Excellent verbal and written communication skills
  • Ability to learn new IT skills


  • 37.5 hours/5 day week (part time would be considered)
  • Annual salary reviews
  • 25 days annual leave, plus bank holidays
  • Auto enrolment pension scheme
  • One day extra paid holiday between Christmas and New Year
  • Paid Overtime
  • Hybrid working – maximum of 1 day per week working from home
  • Referral scheme bonus for recommending clients or staff to join the business
  • Free on-site parking
  • Regular staff socials
  • Private medical insurance after qualifying period

Opportunities to undertake further qualifications and career progression are available for the right

If interested apply today or call us on 01823 352333!


The Recruitment Co. is an equal opportunities employer and we’re committed to diversity and inclusion in the workplace.

Apply for this job.

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