Strategic Portfolio Manager

3 weeks ago


London, Greater London, United Kingdom Sarfraz Group Ltd Full time

Key Responsibilities:

As a Strategic Portfolio Manager - Crisis Management, you will oversee a diverse portfolio of UK resident and charitable trusts, ensuring timely compliance with annual accounts and tax regulations. Key deliverables include ensuring timely completion of annual accounts and tax compliance for assigned trusts. In this role, you will be responsible for increasing the efficiency of the trust portfolio management process. Your thorough understanding of tax compliance regulations and ability to identify opportunities for improvement will be valuable assets in this position.

About the Role:

This is an exciting opportunity to join the Sarfraz Group Ltd as a Portfolio and Crisis Management Specialist. You will be responsible for managing a portfolio of UK resident and charitable trusts, ensuring timely compliance with annual accounts and tax regulations. You will work closely with the team to identify areas for improvement and develop strategies to increase the efficiency of the trust portfolio management process.



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