Portfolio Manager

15 hours ago


Shrewsbury, Shropshire, United Kingdom Addington Ball Full time

As a Portfolio Manager - Accounts at Addington Ball, you will play a pivotal role in overseeing the preparation of accounts for various clients across different sectors.

About the Role

We are a leading accountancy practice firm based in Shrewsbury, seeking an experienced Financial Accountant to join our team and contribute to our mission of delivering exceptional accounting services.

This is an exciting opportunity to utilise your expertise in managing a portfolio of clients, providing bespoke services in the preparation of accounts and ensuring adherence to standards and deadlines.

Key Responsibilities
  • Manage a portfolio of clients in the preparation of their accounts, ensuring timely submission and compliance with relevant regulations, driving client satisfaction and loyalty
  • Analyse financial statements, provide guidance, and offer advice where applicable, supporting business growth and development through informed decision-making
  • Review junior assignments, provide feedback, and support their development of professional competencies, promoting excellence in accounting practices and knowledge sharing
Requirements
  • AAT, ACCA, or ACA qualification with prior experience in preparing statutory accounts for a portfolio of clients, demonstrating a strong foundation in accounting principles and practices
  • Up-to-date knowledge of adaptations in legislation and compliance requirements, staying current with industry developments and regulatory changes
  • Strong IT skills, including Excel and accounting software (Xero, IRIS, QuickBooks, Sage), harnessing technology to streamline processes and improve efficiency
  • Excellent business acumen and well-rounded communication skills, building strong relationships with clients, colleagues, and stakeholders
What We Offer
  • A competitive starting salary up to £50,000 per annum, reflecting the importance of this role in our organisation and your contributions to our success
  • No barriers to career progression prospects, with opportunities for growth and development in a supportive and collaborative environment, empowering you to reach your full potential
  • Hybrid working from home and flexible working options, allowing for a healthy work-life balance and flexibility, supporting your overall well-being and quality of life
  • Funded membership fees for affiliations, demonstrating our commitment to ongoing professional development and your continuous learning
  • CORPORATE SOCIAL RESPONSIBILITY, SUPPORT LOCAL COMMUNITIES AND CHARITIES, reflecting our values and dedication to making a positive impact on society
  • Additional benefits, including childcare vouchers, cycle to work, and car parking, enhancing overall well-being and quality of life, while also supporting your personal and family needs
  • Regular team socials and activities, fostering a sense of community and camaraderie within our team, promoting teamwork and collaboration
  • A collaborative, supportive office culture, where everyone feels valued and supported in their roles, creating a positive and inclusive work environment


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