Accounting Portfolio Manager

20 hours ago


Woking, Surrey, United Kingdom Michael Page Full time

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 Job

This 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
Skills and Qualifications

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
Benefits

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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