Accounting Portfolio Manager
20 hours ago
We are looking for an experienced Accounting Portfolio Manager to join our team in Woking. This role offers a competitive salary of £40,000 - £55,000 per annum.
About the JobThis role involves managing client accounts and providing exceptional client service. The successful candidate will have a minimum of 2 years' experience in a similar role and strong analytical skills.
Key Responsibilities:
- Manage client accounts and maintain relationships
- Ensure all financial transactions are accurately recorded
- Prepare financial reports and statements
- Advise clients on financial management
- Liaise with other departments to provide an integrated service to clients
- Keep up to date with industry developments and regulations
- Contribute to the development of company policies and procedures
- Participate in team meetings and professional development activities
To be considered for this role, you should have:
- A minimum of 2 years' experience managing a portfolio of clients
- Proficiency in accounting software
- Strong analytical skills and attention to detail
- Excellent communication and client service skills
- Excellent time management skills
- The ability to work as part of a team
We offer a range of benefits, including free parking facilities, a pension scheme, and 20 days holiday, increasing by 1 day each year.
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