Portfolio Manager

2 weeks ago

Chard, United Kingdom Lentells Full time

Lentells is an accountancy practice who employ over 80 staff members across 3 offices in Devon and Somerset. We are now looking to recruit for a portfolio manager to join our team in our Chard office on a permanent basis. 

The main duties of this role include:

  • Responsible for managing a portfolio of clients. Lentells managers deal with a mixed portfolio, specialising in Medical (approx. 80% GP Practice)
  • Supporting the Directors with providing a range of accounting and tax services to our varied portfolio of client 
  • You will ensure that our clients expectations are met in a timely and efficient manner 
  • Being main contact to our clients on a day to day basis
  • Being responsible for mentoring and training junior staff members  

The ideal candidate will have:

Essential Experience 

  • Must have at least 3 years practice experience (recent preferable), and be proficient in accounts (not audit or tax only).
  • Managed their own portfolio; independently producing accounts and dealing with clients directly (start to finish)

Desirable Experience

  • ACCA/ACA Qualification is desirable but not essential. If not qualified must have the ‘proven’ experience above
  • Knowledge/experience of ‘medical’ a distinct advantage
  • Experience of training junior staff/managing a team an advantage 

Benefits include:

  • Competitive salary with regular salary reviews 
  • 25 days annual leave, plus bank holidays 
  • Private medical cover upon completion of a probationary period 
  • Company pension
  • Hybrid working available subject to qualifying criteria 
  • Free on-site parking 
  • Sick pay
  • Cycle-to-work scheme
  • We are a registered Mindful Employer 

Opportunities to undertake further qualifications and career progression are available for the right candidates. Part time would be considered. 

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