Portfolio Manager

4 weeks ago


Cambridge, Cambridgeshire, United Kingdom Cavill Robinson Financial Recruitment Full time
Portfolio Manager Opportunity

We are seeking a skilled Portfolio Manager to join our team at Cavill Robinson Financial Recruitment. As a Portfolio Manager, you will be responsible for managing a diverse portfolio of SMEs and sole traders, developing strong relationships with clients, and providing expert accounting services.

Key Responsibilities:
  • Manage a portfolio of clients, providing accounting services and support as needed
  • Develop and maintain strong relationships with clients, understanding their business needs and goals
  • Review and prepare financial statements, tax returns, and other accounting documents
  • Conduct client meetings and provide regular updates on their financial performance
Benefits:
  • 25 days' annual leave, with the option to purchase additional days
  • Business closure over Christmas, allowing for a well-deserved break
  • Enhanced family leave policies, supporting work-life balance
  • Employee assistance program, providing access to counseling and support services
  • Company pension scheme, helping to secure your financial future
  • Corporate discounts platform, offering exclusive discounts on products and services
  • Flexible benefits, allowing you to choose from a range of insurance options
  • Enhanced company sick pay, providing financial support during periods of illness
  • Life Assurance at 4x salary, providing peace of mind for your loved ones

If you are a qualified accountant with strong practice experience and a passion for delivering exceptional client service, we would love to hear from you. Please submit your CV for consideration.



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