Financial Portfolio Manager

2 months ago


Launceston, Cornwall, United Kingdom Trial Balance Full time

We are seeking a highly skilled Financial Portfolio Manager to join our team at Trial Balance. This exciting opportunity will see you play a key role in the preparation of statutory accounts, tax compliance and planning, VAT, management accounting, and bookkeeping.

In this challenging yet rewarding position, you will be responsible for managing your own portfolio of clients, building strong relationships with them and delivering exceptional service. You will also have the opportunity to develop your business development skills and contribute to the growth of our firm.

To be successful in this role, you will need to have strong current experience in an accountancy practice environment and be able to easily relate financial concepts to non-financial staff. ACA or ACCA qualifications would be highly beneficial, but applications are welcomed from any candidates with strong current experience.

This is an excellent opportunity for someone looking to progress their career in a supportive environment where fast track career progression is available. Our firm offers a wide variety of service offerings and has a reputation for being a well-respected firm in the industry.



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