Financial Services Portfolio Manager
3 days ago
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.
- 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.
- 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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