Current jobs related to Financial Services Portfolio Manager - Weybridge, Surrey - TPF Recruitment


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    As a Financial Services Manager with Fletcher George Financial Recruitment, you will have the opportunity to excel in a senior role within an audit team. Our successful and inclusive multi-site firm of advisers offers huge scope for individual development and career progression.You will enjoy a high level of autonomy while providing a full cycle Audit...


  • Weybridge, Surrey, United Kingdom Bennett and Game Recruitment LTD Full time

    Job DescriptionBennett and Game Recruitment LTD is seeking a highly experienced and confident Client Accountant to manage the day-to-day client portfolio work based in the Weybridge office.The ideal candidate will be responsible for a number of clients, varying in size and complexity, and will provide financial services to meet their needs.Preparation and...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Role Overview">">Fletcher George Financial Recruitment is seeking an experienced Audit Manager to join their team. This is a fantastic opportunity for someone looking to progress their career in audit and assurance.">The successful candidate will work alongside the partners, providing a full cycle Audit service to a portfolio of clients ranging from larger...


  • Weybridge, Surrey, United Kingdom Bennett and Game Recruitment Full time

    Job Title: Financial Portfolio ManagerThe role of a Financial Portfolio Manager is to oversee the day-to-day management of client portfolios based in Weybridge. This opportunity offers up to £55,000 plus hybrid working arrangements.This position requires experience within an Accountancy Practice, up-to-date tax knowledge, and qualifications such as ACCA,...


  • Weybridge, Surrey, United Kingdom Bennett and Game Recruitment LTD Full time

    Our ideal candidate is an experienced and confident Financial Portfolio Manager to oversee a diverse portfolio of clients in the Weybridge office. The role comes with a competitive salary of up to £55,000 per annum, offering hybrid working arrangements.Job Responsibilities:Full management responsibility for all aspects of client portfoliosReview and prepare...


  • Weybridge, Surrey, United Kingdom Bennett and Game Recruitment Full time

    Job OverviewWe are seeking an experienced Client Accountant to manage a diverse portfolio of clients in our Weybridge office.Key Responsibilities:Review and prepare statutory accounts, financial statements, and corporate tax returns.Liaise with clients and provide technical advice on tax planning and management support.Manage billing, WIP, and other ad hoc...


  • Weybridge, Surrey, United Kingdom Michael Page (UK) Full time

    About This OpportunityWe are seeking an experienced Financial Portfolio Specialist to manage financial reports and ensure compliance with financial regulations and standards.This is a fantastic opportunity for someone who wants to grow their career in accounting and finance.The ideal candidate will have a strong background in Accounting and Finance, with...

  • Financial Director

    1 week ago


    Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Fletcher George Financial Recruitment is a leading Surrey-based financial recruiter. We are seeking a Financial Director to join our team in the Woking area.About the Role:The estimated salary for this position is £70,000 - £90,000 per annum, depending on experience.Job Description:Key Responsibilities:Oversee bookkeeping, management accounts, and VAT...


  • Weybridge, Surrey, United Kingdom TPF Recruitment Full time

    Job OverviewWe are seeking an experienced Financial Services Manager to join our expanding team at TPF Recruitment. As a Client Manager, you will be responsible for maintaining a portfolio of clients and providing high-quality accountancy services.Key ResponsibilitiesMaintain regular client contact and provide proactive support to ensure client...


  • Weybridge, Surrey, United Kingdom Bennett and Game Recruitment LTD Full time

    Job Overview:We are seeking an experienced Client Financial Services Manager to join our team in the Weybridge office. The successful candidate will be responsible for managing a diverse portfolio of clients, preparing statutory accounts, and reviewing financial statements.Responsibilities:Manage a diverse portfolio of clientsPrepare limited company accounts...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Job Description: Personal Tax SpecialistFletcher George Financial Recruitment is seeking a highly skilled Personal Tax Specialist to join their team in Sutton. This is a £80,000 - £110,000 per annum opportunity that offers 25 days holiday and the chance to work with a successful and growing firm. The ideal candidate will be CTA qualified or have equivalent...


  • Weybridge, Surrey, United Kingdom Bennett and Game Recruitment LTD Full time

    Job Title: Client Portfolio ManagerAbout the Role:We are seeking an experienced Client Portfolio Manager to join our team based in Weybridge. As a Client Portfolio Manager, you will be responsible for managing a diverse portfolio of clients, preparing statutory accounts, reviewing financial statements, and dealing with queries in a client-facing role.About...


  • Weybridge, Surrey, United Kingdom TPF Recruitment Full time

    Overview of the JobIn this role, you will lead the accounting team in preparing and submitting financial statements for a portfolio of entities. As an experienced accountant, you will be responsible for overseeing the entire process, from initial planning to final submission.About the TeamThe accounting team at TPF Recruitment is dedicated to providing...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    We are looking for an exceptional Assistant Audit Manager to join our team at Fletcher George Financial Recruitment in Weybridge, Surrey. This is a fantastic opportunity to work with a highly successful firm of Chartered Accountants and take your career to the next level.Your key responsibilities will include:Leading audit assignments, drafting audit...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Fletcher George Financial Recruitment is a leading financial recruitment agency in Sutton. We are currently recruiting for a Personal Tax Services Lead.About the Role:This is an excellent opportunity to work in a dynamic and fast-paced environment, with an estimated salary of £65,000 - £85,000 per annum.Key Responsibilities:The successful candidate will be...


  • Weybridge, Surrey, United Kingdom TPF Recruitment Full time

    About UsTPF Recruitment is a leading recruitment agency specializing in accounting and finance roles. We are committed to finding the best candidates for our clients and providing exceptional service.Job DescriptionAs an Accounting Portfolio Manager at TPF Recruitment, you will have the opportunity to work with a diverse range of clients and projects. Your...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    About Fletcher George Financial Recruitment">We are seeking a skilled Financial Tax Professional to join our team in Weybridge. As a member of our tax department, you will provide support to your own portfolio of clients, focusing on personal tax work for high-net-worth individuals and trusts.ResponsibilitiesSupport clients with their personal tax needs,...


  • Weybridge, Surrey, United Kingdom Perrott Partners Recruitment Ltd Full time

    An exceptional opportunity awaits for an experienced Client Accounts Manager to transition into a senior leadership position at Perrott Partners Recruitment Ltd.About the RoleThis role offers a chance to grow professionally in a dynamic environment, overseeing a diverse portfolio of SME clients and contributing proactively to fee development through...


  • Weybridge, Surrey, United Kingdom Fletcher George Full time

    Fletcher George is a leading financial recruiter welcoming applications from experienced professionals.Company OverviewA well-established and inclusive firm of advisers, with a strong presence in Surrey, offers a unique opportunity for an accomplished Audit Manager to take on a challenging role.Salary and BenefitsThe successful candidate can expect a salary...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Fletcher George Financial Recruitment is a successful and growing firm in Sutton. We are looking for a Tax Compliance Manager to join our team.Job Summary:The role offers hybrid and flexible working, 25 days holiday, and an estimated salary of £60,000 - £80,000 per annum.Job Description:We are seeking a highly skilled Tax Compliance Manager to oversee and...

Financial Services Portfolio Manager

1 month ago


Weybridge, Surrey, United Kingdom TPF Recruitment Full time
About the Role

TPF Recruitment is currently seeking a skilled Client Manager to join their expanding team. The ideal candidate will have experience working within a UK accountancy practice and will be responsible for a portfolio of clients.

Key Responsibilities:

  • Maintain regular client contact and provide proactive support
  • Prepare and oversee the production of accounts for a mixed portfolio of clients
  • Provide training support to junior team members
  • Project confidence and credibility in dealing with clients and fellow team members

Requirements

  • Qualification in accounting (ACA or ACCA)
  • Experience working within a UK accountancy practice
  • Strong communication and leadership skills

Benefits

  • Competitive salary (£45,000 - £55,000 dependent on experience)
  • A competitive benefits package