Financial Portfolio Manager

3 weeks ago


Cambridge, Cambridgeshire, United Kingdom PEM Cambridge Full time

Are you a qualified accountant looking for your next challenge in a dynamic and growing firm? PEM Cambridge is seeking an experienced Account Manager to join our Virtual Finance Office Team. This exciting opportunity will see you manage your own portfolio of client accounts, delivering exceptional service using the latest cloud accounting technology.

The ideal candidate will have a strong background in accounting, excellent communication skills, and proficiency in cloud-based accounting software. You should be able to work independently, manage multiple clients simultaneously, and adapt to evolving technological solutions in the accounting field.

We estimate the salary for this role to be around £40,000 - £60,000 per annum, depending on experience. As a leading independent accountancy firm, we offer a competitive package that includes a generous bonus scheme, ongoing training and development opportunities, and a great work-life balance.

Responsibilities include:

  • Bookkeeping and management reporting
  • Credit control and general business support
  • Overseeing the efficient operation of client portfolios

We are looking for an ACA or ACCA qualified accountant (or finalist) who can demonstrate an in-depth understanding of all parts of the audit process from planning through to completion. The successful candidate will be commercially astute, demonstrate excellent communication skills, and enjoy working with a diverse and interesting client base.



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