Financial Portfolio Specialist

3 hours ago


Camberley, Surrey, United Kingdom Bennett and Game Recruitment Full time

We are looking for a Financial Portfolio Specialist to join our team in Camberley, Surrey. As a key member of our finance team, you will be responsible for managing client portfolios, preparing financial reports, and providing business advice.

About the Role
  • Develop and maintain strong relationships with clients across various industries
  • Review and prepare statutory and annual accounts, corporation tax returns, and personal tax returns
  • Prepare detailed financial reports identifying trends, results, and forecasts

The successful candidate will have a background in accounting operations, including billing, cost accounting, stock management, cash flow analysis, and revenue recognition. A competitive salary of up to £60,000, plus 25 days annual leave, is offered for this role.

Key Requirements:

  • Experience in managing client portfolios and preparing financial reports
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills

This is an exciting opportunity for an experienced accountant to join a dynamic team and take their career to new heights.


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