https://jobs.co.uk/job/client-portfolio-manager-michael-page-finance--cbe1bd0a-9e5b-4464-b090-756c7cdabd0e RSS feed for Client Portfolio Manager at Michael Page Finance. en-gb Mon, 07 Sep 2026 18:09:41 GMT https://jobs.co.uk/job/client-portfolio-manager-michael-page-finance--cbe1bd0a-9e5b-4464-b090-756c7cdabd0e https://jobs.co.uk/job/client-portfolio-manager-michael-page-finance--cbe1bd0a-9e5b-4464-b090-756c7cdabd0e Mon, 07 Sep 2026 11:51:36 GMT Location: Trowbridge | Salary: 50000.00-50000.00 Annual | Type: Permanent | As a Client Portfolio Manager in Trowbridge, you''ll oversee a portfolio of clients within the professional services industry, ensuring their accounting and finance needs are met with precision. Your role will involve managing client relationships, guiding financial processes, and helping businesses stay on top of their financial health. Client Details An Highly successful with excellent reputation professional services organisation based in Trowbridge, Wiltshire. Description Manage and maintain a portfolio of clients, acting as their main point of contact. Oversee accounting and finance processes, ensuring compliance and accuracy. Working with SME, Sole Traders. Working on Corporate and Personal Tax Provide advice and support to clients on financial matters. Prepare and review financial statements and reports. Assist clients with tax planning and submissions. Collaborate with internal teams to deliver high-quality services. Identify opportunities for process improvements or additional services. Ensure deadlines are met and deliverables are completed promptly. Manage junior staff I/e trainees Profile A successful Client Manager should have: Professional qualifications in account... Permanent