Senior Portfolio Manager

2 days ago


City of London, United Kingdom La Fosse Associates Ltd Full time
Job Description

As a seasoned Portfolio Account Manager, you will be responsible for managing client portfolios and delivering high-quality financial services. Your primary role will be to act as the main client contact, providing expert business support and advice during advisory meetings.

Key Responsibilities:

  • Manage client portfolios to ensure timely delivery of all services, including statutory accounts, payroll, and VAT returns.
  • Provide exceptional client service, addressing queries and offering tailored solutions to meet their needs.
  • Oversee client services, including cash flow forecasting, supplier payruns, and management accounts.

Requirements:

  • ACA, ACCA, CTA, AAT, ATT, CFAB, or CIMA qualification (or equivalent).
  • Proven experience in managing client portfolios and delivering financial services.
  • Strong analytical skills, attention to detail, and proficiency in Excel, IRIS, and Xero (advantageous).
  • Excellent communication and interpersonal skills with a proactive approach to client needs.

What We Offer:

  • A competitive salary of £55,000 - £65,000 per annum.
  • Flexible working options and support for work-life balance.
  • Unparalleled opportunities for career development in a collaborative and forward-thinking team.


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