Financial Portfolio Manager

3 days ago


East Midlands, United Kingdom Blusource Professional Services Ltd Full time

A leading accountancy firm is seeking a skilled Financial Portfolio Manager for their Leicester office. This key role focuses on managing a client portfolio as a Client Manager, overseeing the delivery of accounts, tax, and statutory services. The successful candidate will provide bespoke support and advice to ambitious business owners and their businesses.

The ideal candidate will have experience gained in an accountancy practice, with strong leadership skills and the ability to manage mixed clients. Key responsibilities include:

  • Supporting clients, providing advice, and referring them to colleagues where relevant.
  • Pro-actively managing the portfolio, including WIP management and debtor management to meet client deadlines.
  • Supporting Directors in ad hoc projects.
  • Assisting in the management of the office and developing junior members of staff.

This exciting opportunity offers a competitive salary of approximately £45,000 - £60,000 per annum, depending on experience, plus a strong benefits package. Benefits include:

  • Pension scheme
  • Group life assurance x 4 salary
  • Group income protection
  • Opportunity to purchase additional holiday days
  • Birthday day off
  • Health cash plan
  • Car parking
  • Access to the employee benefits portal
  • Bonus opportunities
  • Regular training and development

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