Financial Portfolio Executive

3 days ago


Watford, Hertfordshire, United Kingdom ProTalent Limited Full time
About the Role:

We are seeking a Financial Portfolio Executive to join our team at ProTalent Limited in Watford. As a key member of our team, you will be responsible for managing a portfolio of clients, including preparing and reviewing accounts, and providing exceptional client service.

Responsibilities:

  • Prepare, review and sign off accounts
  • Liaise with new and existing clients
  • Complete client services on time according to internal and external deadlines
  • Allocate appropriate time to tasks (revenue-generating activities)

Requirements:

  • Fully-qualified or part-qualified with experience in an accountancy practice
  • Minimum 3 years' experience in practice (preferably currently working in practice)
  • Excellent verbal and written communication skills
  • Ability to judge priorities and make decisions quickly

Salary: £45,000 - £60,000 per annum, depending on experience.


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