Financial Services Portfolio Manager

3 days ago


Cambridge, Cambridgeshire, United Kingdom EA First Full time
Job Title:

Financial Services Portfolio Manager

About the Role:

We are seeking an experienced and dynamic professional to manage a portfolio of clients, ensuring their financial needs are met.

The successful candidate will have a unique opportunity to work with a wide range of clients, providing high-quality services that support their growth and development.

Key Responsibilities:
  • Manage client portfolios, preparing accurate management accounts and VAT returns using cloud-based technologies.
  • Liaise with clients to deliver outsourced finance solutions, answering queries and addressing concerns.
  • Take leadership responsibility for the team, supporting junior staff members and implementing process improvements.
Ideal Candidate Profile:
  • ACA / ACCA/ CIMA Qualified.
  • Proven experience managing client portfolios.
  • Proficiency in software such as Xero, Excel, and Quickbooks.
  • Previous experience working within a practice firm.
  • Excellent communication skills.
  • Management accounts experience.
What We Offer:
  • A competitive salary: £45,000 - £55,000 per annum.
  • Opportunities to progress within the team.
  • Flexible working arrangements.
  • Contributory pension scheme.
  • Health-care benefits.


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