Financial Portfolio Manager

3 weeks ago


Cheltenham, Gloucestershire, United Kingdom Michael Page Full time

This is an exceptional opportunity for a qualified accountant to manage and facilitate the accurate preparation of accounts for a wide range of owner-managed businesses.

As a portfolio manager, you will engage in face-to-face meetings to maintain excellent client relations and provide top-quality services to a diverse range of clients, both locally and nationally.

Key Responsibilities:

  • Coordinate and complete annual audits to ensure accuracy and compliance.
  • Mentor and develop a team of junior accountants, managing work allocation, training, problem resolution, performance evaluation, and building an effective team dynamic.
  • Advise on long-term business and financial planning to help clients achieve their goals.
  • Work as part of an established team dealing with accounts, taxation, and some audits.

Requirements:

  • A degree in finance or accounting.
  • Proven working experience in the professional services industry.
  • Strong understanding of accounting and financial reporting principles and practices.
  • Proficiency in MS Office and finance software.
  • Company parking benefits and generous holiday leave.


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