Financial Portfolio Manager

17 hours ago


Exeter, Devon, United Kingdom Streamline Search Full time
Streamline Search is a rapidly growing professional services firm offering a wide range of financial services. We are seeking an experienced Accounts Manager to join our team and lead our accounting services division.

The successful candidate will be responsible for managing a portfolio of clients providing services including annual accounts, self-assessment tax, corporation tax, VAT, bookkeeping and other specialist areas of work. They will also oversee the work of Accounts Assistants and provide necessary support or training. In addition, they will develop and maintain strong relationships with clients and proactively support them with their accounting and tax planning needs.

Key responsibilities include:
  • Managing client portfolios and providing expert financial services
  • Overseeing the work of junior staff members and providing guidance and support
  • Developing and maintaining strong client relationships
  • Providing expert advice on tax planning and financial management


This is a challenging and rewarding role that offers excellent opportunities for career progression. The successful candidate will have a competitive starting salary of £50,000-£60,000 depending on experience, plus benefits including a 24-32 day holiday entitlement, flexible working options and a workplace pension scheme. If you are a motivated and experienced accounting professional looking for a new challenge, please apply for this exciting opportunity.

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