Financial Services Professional

3 days ago


Ashford, Kent, United Kingdom Office Angels Full time
About the Opportunity

Office Angels is seeking a highly skilled Financial Services Professional to join our team as a Client Portfolio Manager. This part-time role will involve managing over 100 client accounts and providing exceptional client service.

Main Responsibilities:
  • Manage client relationships and ensure timely submission of accounts
  • Conduct financial analysis and provide tax planning advice to support clients' business growth
  • Develop and maintain strong relationships with clients and colleagues
Requirements:

To succeed in this role, you will need:

  • Proven experience in financial services and account management
  • AAT/ICAEW qualification or equivalent
  • Proficiency in accounting software such as Taxcalc, QuickBooks, Sage, Xero, and Dext
Benefits and Salary:

The benefits package includes 20 days annual leave + Bank holidays + a Day off for your Birthday FTE, casual dress on Fridays, company events, and more. The salary for this part-time position is £35,000 - £40,000 pro rata, based on 4 days a week across Monday - Friday, 8:30am - 4:30pm.



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