Finance Portfolio Manager

3 weeks ago


Wellingborough, Northamptonshire, United Kingdom Northampton Business Directory Full time

At Northampton Business Directory, we are looking for an exceptional Finance Portfolio Manager to join our team. As a key member of our banking group, you will be responsible for managing a portfolio of racing clients and providing them with exemplary customer service.

Key Responsibilities:

  • Account management: You will be responsible for managing a portfolio of racing clients, ensuring their VAT needs are met and providing excellent customer service.
  • Customer queries: You will handle customer queries over the phone, ensuring they are dealt with promptly and correctly.

About the Role:

This is an exciting opportunity to join our dynamic team as a Finance Portfolio Manager. As a key member of our banking group, you will have the chance to develop your skills and expertise in financial services and accountancy.

Requirements:

  • Experience: We are looking for someone with experience in an administrative role within financial services or accountancy, including reconciliation.
  • Skills: A working knowledge of MS Office, particularly Excel, is essential.
  • Banking procedures: Knowledge of banking procedures is also required.

What We Offer:

As a Finance Portfolio Manager at Northampton Business Directory, you can expect a competitive salary of £23,400 - £26,000 per year, depending on experience. You will also receive private medical insurance, 25 days' annual leave (rising to 28 days with length of service), enhanced maternity and paternity leave, income protection, and pension. This is a fantastic opportunity to advance your career in financial services and accountancy.



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