Client Portfolio Manager - Practice

Client Portfolio Manager

• Role is an accountant/business advisor, we would expect someone fully chartered with the years of practice experience and working to, or up to step up into this type of role

Requirements

• (ACCA/CIMA is preferred, although could be ACA)
  
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What does the role entail?

- Assisting with the onboarding of new clients to ensure that they have a friendly contact and click apply for full job details