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Portfolio Manager

Company

Page Personnel

Location

Chichester, United Kingdom

Type

Permanent

  • Client Manager role
  • Leading accountancy firm in Chichester
  • About Our Client

    This role is with a small-sized organisation specialising in business services, particularly within the Accounting & Finance industry. The company is committed to providing tailored solutions and fostering long-term client relationships.

    Job Description

  • Manage a portfolio of client accounts, ensuring all financial requirements are met in a timely manner.
  • Prepare and review financial statements, ensuring accuracy and compliance with relevant regulations.
  • Provide expert advice to clients on financial planning, tax strategies, and business growth opportunities.
  • Collaborate with the internal team to ensure seamless service delivery and client satisfaction.
  • Identify opportunities to expand services within the existing client base.
  • Maintain up-to-date knowledge of industry trends and legislative changes relevant ...
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