Financial Portfolio Manager

1 day ago


Weybridge, Surrey, United Kingdom Bennett and Game Recruitment LTD Full time

Our ideal candidate is an experienced and confident Financial Portfolio Manager to oversee a diverse portfolio of clients in the Weybridge office. The role comes with a competitive salary of up to £55,000 per annum, offering hybrid working arrangements.

Job Responsibilities:
  • Full management responsibility for all aspects of client portfolios
  • Review and prepare statutory year-end accounts, including limited company accounts adopting FRS105 and FRS102(1A)
  • Billing and WIP management
  • Liaising with clients for tax efficient remuneration planning

The successful candidate will have 3+ years' experience within Accountancy Practice, preferably ACCA/ACA qualified, and excellent communication skills. The position requires proactive management of client relationships and technical expertise in accounting and taxation.



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