Financial Portfolio Manager

3 days ago


Perth, Perth and Kinross, United Kingdom KBM Resourcing Full time
Job Overview
We are seeking a skilled Financial Portfolio Manager to join our team in Perth. This role involves managing a portfolio of accounts jobs and ensuring accurate and timely delivery of agreed outputs to the client or senior manager.

Main Responsibilities:
  • Identify tax issues, including P11D, S455 tax, loss offsets, VAT implications, and MTD requirements.
  • Schedule and allocate work for subordinates, providing technical assistance and guidance as needed.
  • Support and cover for subordinates as required.
  • Review work undertaken by subordinates and provide feedback.
  • Stay up-to-date with software features and train colleagues and clients on their use.
  • Keep current with accounting and tax developments and train subordinates accordingly.
  • Communicate with clients to obtain necessary information.
  • Deliver agreed outputs to the client or senior in the agreed format.

Requirements:
The successful candidate will have experience in accounting and tax, excellent communication skills, and be able to work accurately and efficiently.

Estimated Salary: £45,000 - £55,000 per annum depending on experience.

  • Perth, Perth and Kinross, United Kingdom Eden Scott Full time

    We are seeking an experienced Investment Manager to join our team in Perth, who can provide strategic guidance and support to our clients.The successful candidate will have excellent communication and client relationship management skills, with the ability to work both independently and as part of a team.Key responsibilities include managing and growing...


  • Perth, Perth and Kinross, United Kingdom Eden Scott Full time

    Eden Scott is a leading investment management firm in Scotland, seeking a highly skilled Investment Manager to join their team in Perth.The successful candidate will have the opportunity to grow and manage a portfolio of clients, offering tailored investment solutions and conducting thorough research and analysis to support investment decisions.Key...


  • Perth, Perth and Kinross, United Kingdom Azets Group Full time

    We are seeking a Senior Financial Manager to join our team at Azets Group. This role offers a challenging and rewarding opportunity to work with a leading firm of Accountants and Business Advisers.The successful candidate will own and manage a client portfolio with higher client responsibility, overseeing team portfolios and contributing to workflow...


  • Perth, Perth and Kinross, United Kingdom Azets Group Full time

    About Azets">Azets is a prominent firm of accountants and business advisers, operating across the UK, Ireland, and the Nordics. With a vast network of employees and numerous inspiring opportunities to join our offices, we strive for excellence in serving our clients.As a leading top ten accountancy firm in the UK, we offer the opportunity to work with a...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Job SummaryA leading national wealth management firm is seeking a skilled Investment Portfolio Manager to join its team. As a key member of the organization, you will be responsible for managing client relationships, developing customized investment strategies, and identifying new business opportunities.This is an exceptional chance for a seasoned...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Job OverviewWe are seeking a highly experienced Senior Investment Portfolio Manager to join our team in the Highlands. As a key member of our wealth management firm, you will be responsible for managing and growing relationships with existing and new clients.Key ResponsibilitiesTo develop an in-depth understanding of clients' personal circumstances, risk...


  • Perth, Perth and Kinross, United Kingdom Azets Group Full time

    About the RoleAzets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. We are a top ten accountancy firm in the UK and the number one largest SME practice. As a Manager at Azets, you will have the ability and motivation needed to:Manage a portfolio of audit clients alongside the preparation of accounts...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Job OverviewWe are seeking a seasoned Financial Services Executive to join our team as an Investment Portfolio Manager. This is a fantastic opportunity for a qualified individual with a proven track record of providing high-quality investment advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals.The successful candidate will be...


  • Perth, Perth and Kinross, United Kingdom Get Recruited Ltd Full time

    Job Summary:We are recruiting a Commercial Account Handler to work with us at Get Recruited Ltd. This is an excellent opportunity for someone looking to develop their career in insurance and work with a dynamic company.Key Responsibilities:Client portfolio managementMulti-policy insurance program administrationRisk broking to the insurance marketNegotiation...


  • Perth, Perth and Kinross, United Kingdom The House of Bruar Full time

    Job Title: Financial Operations ManagerWe are seeking a highly organised and detail-oriented Financial Operations Manager to join our team. This role involves overseeing daily financial operations, ensuring accuracy and efficiency in all financial processes.The ideal candidate will have excellent technical skills, strong analytical abilities, and the ability...


  • Perth, Perth and Kinross, United Kingdom Search Consultancy Full time

    About the JobWe are seeking an experienced Accountant to join our client's finance team in Perthshire. As a key member of the team, you will play a crucial role in preparing financial statements, managing budgets, and overseeing accounts payable and receivable functions.Key Responsibilities:* Prepare monthly, quarterly, and annual financial statements in...


  • Perth, Perth and Kinross, United Kingdom Hays Accounts And Finance Full time

    Experienced Financial Controller sought by a dynamic company based on the outskirts of Perth to oversee the financial management of three entities within a group.About Your New CompanyHays Senior Finance is acting as an employment agency on behalf of their long-standing client, a small, close-knit team based in a picturesque location.Salary: Up to 75,000 per...


  • Perth, Perth and Kinross, United Kingdom RIVER ISLAND Full time

    Company OverviewRiver Island is a much-loved brand with an exciting future. We're passionate about delivering exceptional customer experiences and driving commercial success.Job DescriptionWe're seeking a skilled Financial Management lead to join our team. As a key member of our Commercial Operations department, you'll play a crucial role in empowering our...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Job DescriptionThis is a fantastic opportunity for a qualified Wealth/Investment Director with proven experience of providing quality investment advice to HNW/UHNW individuals. A well-established and expanding national wealth management firm require an additional Wealth Director in the Highlands.The role involves managing and growing relationships with...


  • Perth, Perth and Kinross, United Kingdom Azets Group Full time

    Azets Group is a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. With a wide network of employees and inspiring opportunities, we are a top ten accountancy firm in the UK and the number one largest SME practice.About the RoleWe are seeking an experienced Audit Manager and Business Advisor to join our team....


  • Perth, Perth and Kinross, United Kingdom Search Consultancy Full time

    Job SummaryA highly skilled Accountant is required to join our client's growing finance team in a challenging and rewarding role. This is an excellent opportunity for someone looking to advance their career in accounting and financial management.About the Role:This role involves preparing monthly, quarterly, and annual financial statements in accordance with...

  • Financial Controller

    22 hours ago


    Perth, Perth and Kinross, United Kingdom Eden Scott Full time

    Are you a seasoned financial professional looking for a new challenge? We have an exciting opportunity for a Financial Controller to join our team at Eden Scott. As a Financial Controller, you will be responsible for managing the general ledger and ensuring accurate financial reporting.Key Responsibilities:Prepare and post month-end journals in accordance...


  • Perth, Perth and Kinross, United Kingdom Recruit UK | Certified B Corp™ Full time

    **Job Title:** Mortgage and Protection Adviser**Location:** Perth, Scotland**Salary:** £78,000 (OTE) including a basic salary of £30,000 plus generous bonusWe are seeking an experienced Mortgage and Protection Adviser to join our client's national Financial Planning firm in Scotland. As a key member of the team, you will have the opportunity to excel in...


  • Perth, Perth and Kinross, United Kingdom Search Consultancy Full time

    Part Qualified Accountant PositionWe are seeking a highly skilled and detail-oriented Accountant to join our client's growing finance team in the United Kingdom.The estimated annual salary for this role is £40,000.About the Job:Prepare accurate and timely financial statements in accordance with accounting standards.Develop and manage budgets, forecasts, and...


  • Perth, Perth and Kinross, United Kingdom Scottish and Southern Electricity Networks Full time

    We are looking for a highly motivated and experienced Financial Analyst to join our Networks Finance team as an Assistant Accountant. In this role, you will play a key part in managing the financial performance of over 20,000 electricity connection projects across southern England each year.Key ResponsibilitiesYou will work closely with project teams to...