About the role:
To manage a portfolio of clients within the Private Client team.
Responsibilities:
- To take responsibility for a portfolio of clients and ensure excellent client service and delivery.
- Preparation/reviewing of client financial statements, valuations and reports
- Dealing with a varied range of client queries
Skills required:
- To be professionally qualified accountant ACA/ACCA/ICAS or equivalent
- Strong communication skills, written and verbal
- Ability to digest and implement advice e.g. legal, tax