Financial Portfolio Coordinator
7 days ago
Are you looking for a challenging and rewarding career in accounting? We are seeking a highly skilled Financial Portfolio Coordinator to join our team at Workman LLP.
This role is responsible for coordinating and managing financial data and reporting for diverse property portfolios. The successful candidate will have a strong background in accounting and finance, with experience in processing financial data and preparing reports. They will also have excellent communication and interpersonal skills, with the ability to build relationships with clients, colleagues, and other stakeholders.
This is a full-time position with a salary of approximately £38,000 per annum, plus benefits. Our hybrid working model allows for flexibility and work-life balance. We offer a range of benefits, including study support, discretionary bonus, and salary reviews, as well as healthcare, life insurance, and wellness programme.
Key Responsibilities:
- Coordinating and managing financial data and reporting for property portfolios
- Building relationships with clients, colleagues, and other stakeholders
- Maintaining accurate and up-to-date financial records
- Preparing reports and presentations for clients
Requirements:
- ACCA or AAT level 4 qualification preferred
- GCSE Maths & English, good numeracy and problem-solving skills
- IT and software skills, particularly Microsoft Outlook and Excel
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