Client Portfolio Manager Jobs in Gresford, Wrexham – From £25,000
Salary: From £25,000 per year – Full-Time, Permanent
An established accountancy firm in Gresford, Wrexham is seeking a Client Portfolio Manager to join their team. This is a client-facing role ideal for professionals with experience managing portfolios or senior accountants ready to take the next step in their career.
Why Join This Role
Salary from £25,000 per year
Full-time, permanent position
Work with a diverse client portfolio across multiple industries
Opportunity to lead and mentor junior team members
Exposure to cloud-based accounting systems and advanced financial management
Supportive environment with company events, pension, and on-site parking
Key Responsibilities
Prepare and review financial statements for Limited Companies and Sole Traders
Produce monthly and quarterly management accounts using cloud-based systems
Manage a portfolio of clients across various industries
Review work completed by junior team members
Assist with budgeting and forecasting
Build and maintain strong client relationships
Candidate Requirements
ACCA or ACA qualified (preferred)
Minimum 5 years’ experience in an accountancy practice
Experience managing a client portfolio (preferred)
Strong communication and interpersonal skills
Good commercial awareness and business acumen
Benefits
Company pension
Company events
On-site parking
Collaborative and supportive work environment
How to Apply
For more information on this Client Portfolio Manager role in Gresford, Wrexham, contact:
Amy Doumbia
Talent Partner
T: 07842 313 876
E: amy@supreme-ss.com