Financial Portfolio Manager
20 hours ago
A skilled Portfolio Manager is required to oversee a small portfolio of client accounts and manage client tax matters.
Key Responsibilities:- Manage a portfolio of small commercial clients and prepare their financial statements
- Administer bookkeeping functions and prepare financial reports up to trial balance level
- Produce profit and loss reports and complete balance sheet reconciliations
Requirements:
A good understanding of financial management principles and practices is essential for this role. The ideal candidate will have experience in managing financial portfolios and administering client tax matters.
Working for Burton Bolton & Rose Recruitment Services Ltd:
We are a leading recruitment agency specializing in financial and accounting roles. Our team is dedicated to providing exceptional service to our clients and candidates.
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Financial Portfolio Manager
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Financial Portfolio Manager
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