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Client Portfolio Manager - Fully Qualified (47110)



£35,000 - £40,000/annum + bonus - OTE £65k

Job Location
- United Kingdom -- England -- East Midlands -- Northamptonshire -- Northampton

Job Type

31 March 2021

A Client Portfolio Manager, with an accountancy practice background is required by a leading financial services company based in Northampton. The position will manage a portfolio of client accounts in a full lifecycle process from initial client meetings to preparation of financial models through to the creation of business plans. Industry experience is not required for this position.

We are looking for ambitious, fully qualified accountants who are seeking a challenging position within the financial services sector. Great client facing skills are needed as well as an ambitious mindset. 

There will be no need for client development / lead generation as you will be provided with the client portfolio and new accounts.

A base salary of up to £40,000 is available with 10% of all billing meaning an uncapped OTE of £65,000.


The company also offer great progression opportunities.

You will manage the client relationship and manage the entire process of each trasaction. Full training will be given with this position.

Skills Required
- Fully qualified accountant - i.e CIMA, ACCA, AAT
- With strong client facing skills
- Comfortable with high levels of client engagement
- Experience in an Account Manager or Client Manager role, managing multiple accounts.


Up to £40,000 + bonus, uncapped with an OTE of £65,000

To apply
Please email your CV through to Sam Gillett of CV Screen in strict confidence.

Sam Gillett