Portfolio Manager

2 weeks ago

Chard Somerset, 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
  • 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

  • Qualified ACCA or ACA is preferred but if not qualified must have proven practice experience
  • Minimum of 5 years experience

Essential Skill Requirements

  • All applicants MUST be eligible to work in the UK
  • Keen eye for detail
  • Positive, can do attitude who is willing to learn
  • Resilient, able to work independently and prioritise tasks
  • Outgoing, confident and able to work well under pressure
  • Takes own initiative and is organised and able to meet deadlines
  • Professional and team player
  • Good knowledge of Excel and Word
  • Excellent verbal and written communication skills
  • Ability to learn new IT skills

Desirable Experience

  • Previous experience of managing a portfolio of clients
  • Knowledge or experience of medical accounting an advantage
  • Recent practical experience of producing accounts and dealing with clients directly
  • 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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