Experienced Portfolio Manager
2 weeks ago
As a key member of our team, you will be responsible for overseeing a diverse client portfolio, driving financial accuracy and compliance while delivering exceptional client service.
About the Job:
In this hands-on role, you'll work closely with clients, providing them with tailored advice and support to achieve their financial goals.
- Client Advisory: Provide clients with strategic business advice, enhancing their growth and financial wellbeing.
- Portfolio Management: Oversee a mixed portfolio of clients, ensuring accounts are accurate, compliant, and delivered on time.
- ACA or ACCA qualified with proven experience in managing client portfolios in an accountancy practice.
- Strong technical knowledge of accounting and tax compliance, with an eye for detail and quality.
- Proactive in business development, with a knack for spotting opportunities and growing client relationships.
- Flexible, part-time schedule (3 days a week)
- Opportunity to contribute to an ambitious, forward-thinking firm
- Very competitive salary (£60,000 - £80,000 per annum) and professional development opportunities
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