Financial Portfolio Manager

18 hours ago


Exeter, Devon, United Kingdom Streamline Search Full time

**About the Role**

We are seeking a highly skilled Financial Portfolio Manager to join our team at Streamline Search. As an Accounts Manager, you will play a crucial role in managing a portfolio of clients, providing services including annual accounts, self-assessment tax, corporation tax, VAT, bookkeeping, and other specialist areas of work.

About You

  • You have a strong background in accounting and finance with excellent communication skills.
  • You are experienced in managing client relationships and delivering high-quality results under pressure.
  • You are proactive and able to identify opportunities for growth and improvement.

About the Benefits

  • A competitive starting salary of £40,000-£60,000 dependent on experience.
  • A standard holiday of 24 days increasing by a day after each year of service up to 32 days plus bank holidays.
  • A workplace pension where you contribute 4% and the company contributes 4% which rises to 6% after 5 years.
  • A death in service scheme of four times annual salary following successful completion of your probationary period.


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