Portfolio Accounting Specialist

4 days ago


StratforduponAvon, Warwickshire, United Kingdom Bespoke Recruitment Solutions Ltd Full time

We are seeking a talented Portfolio Accounting Specialist to join our team and manage a client portfolio. As a key member of our team, you will be responsible for building strong client relationships and ensuring exceptional service.

Responsibilities

Your responsibilities will include:

  • Client Portfolio Management: Taking full ownership of a client portfolio and managing client relationships.
  • Account Preparation: Preparing statutory accounts, monthly management accounts, VAT returns, and personal tax returns.
  • Team Supervision: Supervising and training junior staff members, overseeing their workflow and ensuring deadlines are met.
  • Bookkeeping: Overseeing bookkeeping responsibilities, ensuring compliance and accuracy.
  • Collaboration: Collaborating closely with the Associate Director, who will provide support and guidance where needed.

This is an excellent opportunity for an experienced accountant to join our team and contribute to the continued growth and success of our practice through process improvement and innovative client management.



  • Stratford-upon-Avon, Warwickshire, United Kingdom TemplePM Recruitment Specialist Full time

    Key ResponsibilitiesThis is an exciting opportunity for a skilled Portfolio Administrator to join our team at TemplePM Recruitment Specialists.The role will involve managing a residential portfolio, ensuring that all maintenance work is carried out efficiently and effectively.You will be responsible for visiting sites, preparing and issuing service charge...


  • Stratford-upon-Avon, Warwickshire, United Kingdom TemplePM Recruitment Specialist Full time

    Job DescriptionWe are seeking an experienced Residential Portfolio Manager to join our team at TemplePM Recruitment Specialists.The ideal candidate will have a strong background in residential block management, with experience managing freehold and RMC portfolios. Our client is based in South Warwickshire and is looking for someone who can provide...


  • Stratford-upon-Avon, Warwickshire, United Kingdom TemplePM Recruitment Specialist Full time

    We are seeking a highly skilled Residential Property Portfolio Manager to join our team at TemplePM Recruitment Specialists. Based in the South Warwickshire region, this role involves managing a portfolio of residential properties on behalf of our clients.The ideal candidate will have extensive experience in residential block management, including preparing...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Bespoke Recruitment Solutions Full time

    We're seeking a highly motivated and organized Client Manager to join our team at Bespoke Recruitment Solutions. In this role, you'll take full ownership of a client portfolio, ensuring exceptional service and building strong relationships with your clients.Your key responsibilities will include:Managing a portfolio of clients, including communicating with...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Bespoke Recruitment Solutions Ltd Full time £36,000 - £50,000

    Salary: £45,500 - £62,000 (dependent on experience) + Bonus.Bespoke Recruitment Solutions Ltd is a rapidly growing practice that offers a unique opportunity for a talented Accounting Portfolio Manager to take ownership of a client portfolio and drive business growth. As a seasoned professional, you will leverage your expertise in preparing statutory...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Public Practice Recruitment Ltd Full time

    Public Practice Recruitment Ltd is looking for an experienced Accounting Portfolio Manager to join our team. In this role, you will be responsible for overseeing a general accounting portfolio, supporting the Directors with team management, client relationships, and quality control.The ideal candidate will have significant experience in the UK practice,...


  • Stratford-upon-Avon, Warwickshire, United Kingdom KHR - Recruitment Specialists Full time

    Job OverviewKHR - Recruitment Specialists seeks an experienced Senior Account Handler to manage multiple commercial insurance portfolios for larger and medium-sized clients.


  • Stratford-upon-Avon, Warwickshire, United Kingdom Hays Specialist Recruitment Limited Full time

    **Job Title:** Financial Controller AssistantWe are seeking an experienced Accounts and Bookkeeping Specialist to join our team in Manchester. As a key member of our finance department, you will be responsible for managing financial transactions, preparing financial reports, and ensuring compliance with accounting standards.The successful candidate will have...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Description: We are looking for an experienced senior accountant to join our team. As a senior accountant, you will be responsible for overseeing a portfolio of clients, acting as their point of contact, and supporting them daily with the guidance of your manager. This is an exciting opportunity to progress your career and take on new challenges.Key...


  • Stratford-upon-Avon, Warwickshire, United Kingdom ZipRecruiter Full time

    Job DescriptionThis is an exciting opportunity to work as a Senior Account Handler for ZipRecruiter, a leading insurance specialist recognised for being people-centric.An excellent chance to make a real impact in your careerA collaborative and supportive environment that thrives on professionalism and knowledgeA unique opportunity to apply your expertise and...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Bespoke Recruitment Solutions Ltd Full time

    Job Title: Client Portfolio ManagerA forward-thinking accounting practice seeks a highly skilled Client Portfolio Manager to join its team. This is an exciting opportunity to take the next step in your accounting career and manage a portfolio of clients.About the Role:The successful candidate will be responsible for managing a portfolio of clients, building...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Bespoke Recruitment Solutions Ltd Full time £36,000 - £50,000

    About the JobAs a Senior Financial Advisor at Bespoke Recruitment Solutions Ltd, you will have the opportunity to take full ownership of a client portfolio and build strong relationships with them. Your primary responsibility will be to manage a diverse portfolio of clients, acting as their main point of contact and handling all communications.Key...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Bespoke Recruitment Solutions Ltd Full time £36,000 - £50,000

    Take the next step in your accounting career with our exciting opportunity as a Client Portfolio Manager. We're looking for a dynamic individual to join our modern, rapidly growing firm that's fully committed to embracing digital tools and enhancing client service.We offer a competitive salary of £36,000 - £50,000 per annum (dependent on experience) plus...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Bespoke Recruitment Solutions Ltd Full time

    About the RoleWe are looking for a highly skilled Client Portfolio Manager to join our team at Bespoke Recruitment Solutions Ltd.The successful candidate will have a strong understanding of accounting principles and practices, with experience in managing client portfolios and delivering exceptional customer service.The role requires a high level of...


  • Stratford-upon-Avon, Warwickshire, United Kingdom TemplePM Recruitment Specialist Full time

    We are currently seeking a highly skilled Experienced Residential Block Management Executive to join our team at TemplePM Recruitment Specialists. Based in the South Warwickshire region, this role involves managing a portfolio of residential properties on behalf of our clients, ensuring seamless operations, and providing exceptional customer service.The...

  • Financial Accountant

    2 weeks ago


    Stratford-upon-Avon, Warwickshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Company OverviewHays Specialist Recruitment Limited is delighted to offer a Bookkeeping position within a renowned top 20 firm based in the UK. With years of experience and a range of partners, they specialize in services including accounts, audit, corporate finance, tax and more.">Your New RoleYou will be working day-to-day on bookkeeping duties from basic...


  • Stratford-upon-Avon, Warwickshire, United Kingdom The Recruiter Ltd Full time

    Job Title: Insurance Portfolio CoordinatorLocation: Stratford, EssexAbout the RoleLloyds Broker is seeking an experienced Insurance Portfolio Coordinator to handle a portfolio of clients.Key Responsibilities:Client Administration: Manage clients' insurance requirements, including general enquiries, renewals, mid-term adjustments, and accounting...


  • Stratford-upon-Avon, Warwickshire, United Kingdom STRIDE RESOURCE MANAGEMENT LTD Full time

    **Job Summary**We are seeking a highly skilled Corporate Insurance Portfolio Manager to join our team at STRIDE RESOURCE MANAGEMENT LTD. This is a key role that requires experience in corporate account handling within the insurance sector.As a Corporate Insurance Portfolio Manager, you will be responsible for managing client portfolios, ensuring tailored...


  • Stratford-upon-Avon, Warwickshire, United Kingdom KHR - Recruitment Specialists Full time

    **Job Title:** Insurance Portfolio ManagerWe are looking for an experienced Insurance Portfolio Manager to join our team at KHR - Recruitment Specialists.Key Responsibilities:Manage commercial insurance portfolios for larger and medium-sized clients.Develop and implement tailored insurance solutions to meet the needs of our clients.Built strong relationships...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Agility Resoucing Full time

    Agility Resourcing is seeking a talented Analytical Portfolio Manager to join their team. In this role, you will be responsible for managing a portfolio of accounts, understanding industry requirements, and supporting growth goals.Compile accurate data submissions to meet legal obligationsWork with the Data Insights team to understand industry...