Senior Portfolio Manager
2 days ago
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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