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Senior Portfolio Manager for Client Solutions

2 months ago

London, Greater London, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time
Job Description:

A seasoned Portfolio Manager is required to oversee a diverse portfolio of clients, driving strategic growth and financial success. As a senior professional in this role, you will be responsible for:

  • Managing a portfolio of clients and coordinating their accounting needs, ensuring seamless integration and optimized results.
  • Liaising with clients to provide expert financial guidance, fostering strong relationships built on trust and expertise.
  • Maintaining accurate and up-to-date accounting records, preparing comprehensive annual accounts and management reports that inform business decisions.
  • Evaluating client systems, conducting thorough tests to validate financial information, and identifying areas for improvement.
  • Developing actionable reports and recommendations following internal or annual audits, enabling clients to navigate complex financial landscapes with confidence.
  • Offering personalized tax planning advice, helping clients minimize tax liabilities and maximize financial returns.

With a focus on delivering exceptional client experiences, you will work closely with clients to understand their unique needs and develop tailored solutions that drive long-term success. If you are a motivated and experienced professional with a passion for finance and client relationships, we encourage you to apply for this exciting opportunity.