Senior client portfolio manager Work, Jobs in Cardiff Cf23 (with Salaries)

Senior Client Portfolio Manager
Charlton Baker —Clifton
- £43,000 - £45,000 a year
- Full-time
- Hybrid work
- Mentoring
- Financial services
- Leadership
- Free parking
- Health & wellbeing programme
Quick apply
Senior Planner
AmcoGiffen —Llantrisant
- £65,000 - £75,000 a year
- Full-time
- Civil engineering
- Data analysis skills
- Analysis skills
- Annual leave
- Life insurance
Quick apply
Senior Account Manager
Walker & Sloan —Cardiff
- £30,000 - £40,000 a year
- Full-time
- Business development
Strategic Accounts Executive
Tes Global —Llantrisant
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Travel
Quick apply
1d
VacancyTitle: Resident Services Associate
Grainger plc —Cardiff
- Full-time
- Remote
- Customer service
- Annual leave
Senior Property Portfolio Manager
Bristol Property Partnership —Bristol
- £29,000 - £34,000 a year
- Full-time
- Customer service
- Driving
- Organisational skills
- Free parking
- Flexitime
Quick apply
12d
Key Account Manager
Businessin Wales —Riverside ED
- From £35,000 a year
- Full-time
- Hybrid work
- CRM software
- Customer service
- Business development
Quick apply
8d
Learning & Capability Specialist
OFGEM —Cardiff
- £52,397 - £62,699 a year
- Part-time
- Hybrid work
- Presentation skills
- Contracts
- Budgeting
- Annual leave
- Flexible schedule
11d
Portfolio Manager
Atomos —Bristol
- Hybrid work
Commercial Manager
M Group —Newport
- Team management
- Travel
- Mentoring
- Annual leave
- Employee assistance programme
Senior Project Manager - Water
AECOM —Cardiff
- Full-time
- Hybrid work
- Management
- Engineering
- Continuous improvement
11d
Senior Cost Manager (Infrastructure Construction Consultancy)
AECOM —Cardiff
- Full-time
- Hybrid work
- Contracts
- Communication skills
Project Manager (Environment)
WSP —Cardiff
- Part-time
- Hybrid work
- Mentoring
- Contracts
- Budgeting
- Flexitime
- Work from home
Senior Lead Creative
AtkinsRéalis —Bristol
- Full-time
- Hybrid work
- Team management
- Leadership
Senior / Associate Project Manager Defence
Turner & Townsend —Bristol
- Full-time
- Hybrid work
- Management
- Project management
- No degree
Quick apply
Assistant Project Manager
Rhondda Cynon Taf —Rhondda Cynon Taff
- £39,152 a year
- Full-time
- Hybrid work
- Civil engineering
- Construction experience
- Budgeting
- Annual leave
- Flexible schedule
Senior Procurement Manager
Womble Bond Dickinson (UK) LLP —Bristol
- Hybrid work
5d
Business Unit Leader
Jonas Software —Cardiff
- Full-time
- Sales
- Business development
- Contracts
4d
Contracts Manager
Rhondda Cynon Taf —Rhondda Cynon Taff
- £54,495 a year
- Full-time
- Travel
- Contracts
- Annual leave
- Flexible schedule
Assistant Architectural Technologist
AtkinsRéalis —Cardiff
- Full-time
- Hybrid work
- Communication skills

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senior client portfolio manager jobs near cardiff cf23

Senior Client Portfolio Manager

Charlton Baker -
Clifton

Quick apply

Job details

Permanent | Full-time
£43,000 - £45,000 a year

Benefits

Free parking
Casual dress
Health & wellbeing programme
Additional leave
Cycle to work scheme
Employee mentoring programme
Flexitime
Company pension
Work from home
Company events
Paid volunteer time
Enhanced maternity leave
Bereavement leave
Enhanced paternity leave
Referral programme
Sick pay
On-site parking

Qualifications

Client engagement
Mentoring junior staff
ACA
Accounting software
Mentoring
Relationship management
Financial services
Professional development mentoring
Leadership
Team motivation leadership
Tax experience

Full job description

We’re Charlton Baker, an award-winning, people-first accountancy and advisory firm with a reputation for doing things differently. From our roots in Devizes to supporting clients across the UK, we believe in real relationships, radical honesty, and giving people the freedom to thrive.

We’re looking for a Senior Client Portfolio Manager to join #TeamCB - someone who enjoys being the person clients trust, teammates rely on, and the business grows around. You’ll take ownership of a varied client portfolio, support the development of others, and play an active role in shaping how we deliver great work as we continue to grow.

Location: Bristol Clifton, 2-3 days per week
Hours: 37.5 hours per week
Salary: £43,000 - £45,000
Contract length: Permanent

Purpose of the Role

As a Senior Client Portfolio Manager, you will lead your own portfolio of personal tax clients and act as a cultural ambassador across Charlton Baker. You’ll be hands-on in managing client relationships, delivering high-quality personal tax advice and compliance services, mentoring others, and supporting the development of our wider tax practice.

Key Responsibilities

Manage a portfolio of personal tax clients: annual self-assessment tax returns, tax planning, onboarding, and ongoing support.
Provide proactive tax advice to individuals, including high-net-worth clients, business owners, and families.
Ensure a high level of client satisfaction and retention through excellent service and communication.
Lead, mentor, and inspire team members, including trainees and junior tax staff.
Promote Charlton Baker's personal tax services in the local community and through professional networks.
Meet prospective personal tax clients and convert opportunities.
Collaborate across the group to optimise workflows and resources, especially between tax and accounts teams.
Ensure billing, client service, and documentation is accurate and timely, in line with regulatory requirements.

Required skills

Qualified tax professional (CTA, ATT, ACCA/ICAEW with significant personal tax experience, or equivalent).
Corporate Tax experience an advantage
Delivery of high quality, accurate, and timely work.
Demonstrated expertise in personal tax compliance and advisory work.
Strong leadership, team engagement and people development skills.
Commercial judgement - understanding how your portfolio contributes to the firm's success.
Excellent relationship management, promoting trust, providing proactive advice, and collabortating on clients' personal financial goals.

Values & Behaviours

Lead with integrity, empathy, and resilience.
Communicate clearly and transparently.
Foster collaboration and continuous learning.
Be decisive, adaptable, and always focused on positive impact.
Live our values: radical honesty, real relationships, freedom with responsibility.

You’ll be part of a friendly, ambitious team where you’re trusted to do your best work and supported to grow. We offer clear development pathways, flexible working, and a culture built on respect, collaboration, and genuine care - for our clients and each other.

Find out more about us, our culture, and this role on our website.

Ready to apply? Just send us a CV

We don’t use AI to screen applications - every CV is read by a real person. We’d love to hear your genuine voice, so please make sure your CV is personal to you and tailored to this role.

Accessibility & Inclusion

We know that everyone needs different things to do their best in a recruitment process. We want to give everyone the chance to shine, and we’re committed to making our process as inclusive and accessible as possible.

That’s why we do a few things as standard, including:

Sharing interview questions in advance so you can prepare your thoughts.
Being clear about what to expect and what we’re looking for at each stage of the process.
Offering a choice between video and in-person interviews.

If there’s anything else that would help you show us your best self, just let us know. We’ll always do our best to accommodate what works for you.

Job Types: Full-time, Permanent

Pay: £43,000.00-£45,000.00 per year

Benefits:

Additional leave
Bereavement leave
Casual dress
Company events
Company pension
Cycle to work scheme
Employee mentoring programme
Enhanced maternity leave
Enhanced paternity leave
Flexitime
Free parking
Health & wellbeing programme
On-site parking
Paid volunteer time
Referral programme
Sick pay
Work from home

Work Location: Hybrid remote in Clifton BS8 2QX

Quick apply

Refine Your Search

senior client portfolio manager jobs in cardiff cf23

Senior Client Portfolio Manager

Senior Planner

Senior Account Manager

Strategic Accounts Executive

VacancyTitle: Resident Services Associate

Senior Property Portfolio Manager

Key Account Manager

Learning & Capability Specialist

Portfolio Manager

Commercial Manager

Senior Project Manager - Water

Senior Cost Manager (Infrastructure Construction Consultancy)

Project Manager (Environment)

Senior Lead Creative

Senior / Associate Project Manager Defence

Assistant Project Manager

Senior Procurement Manager

Business Unit Leader

Contracts Manager

Assistant Architectural Technologist

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