Financial Portfolio Manager

2 weeks ago


Weymouth, Dorset, United Kingdom Trial Balance Full time

Company Overview

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Trial Balance is a well-respected firm offering a wide variety of service offerings in the accountancy practice environment.

Job Summary

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We are seeking an experienced Accounts Senior or Client Manager to join our team as a Financial Portfolio Manager. The successful candidate will have strong business development skills, be able to relate financial concepts to non-financially minded clients and staff, and have ACA or ACCA qualifications.

Required Skills and Qualifications

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The ideal candidate will have experience in client management, staff supervision, statutory accounts preparation, tax compliance and planning, VAT, management accounting, and bookkeeping.

Benefits

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As a Financial Portfolio Manager at Trial Balance, you can expect fast track career progression and a supportive work environment. A competitive salary of £40,000 - £60,000 per annum is offered, reflecting the company's commitment to attracting and retaining top talent.



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