You will be responsible for managing a mixed portfolio of clients including small and medium sized companies, as well as supervising and mentoring junior staff.
Our client, a large, independent firm of Chartered Accountants are seeking a Client Manager join their growing team in Southampton.
This role can either be a pure accounts position or a mix of accounts and audit.
This highly regarded firm of Chartered Accountants wish to recruit a Qualified Client / Portfolio Manager to manage all aspects of a portfolio of clients.
The role offers a good mix of accounts and client management, tax and business advice.
This is very varied and interesting role in a very friendly firm of Chartered Accountants.
My client is a niche financial planning practice, based on the outskirts of Eastleigh who provide an outstanding service to a bank of HNW individuals across the South.
Due to expansion they are seeking am ambitious individual with the long term aim of becoming a Paraplanner, to join their team working as a one on one support to their current Senior Paraplanner/ Adviser.
You will work within their offices, where you will work side by side their current Paraplanner.