Financial Portfolio Manager

3 weeks ago


Croydon, Greater London, United Kingdom https:jobs-redefined.cositemap Full time

About the Role

We are seeking an experienced Financial Portfolio Manager to join our team in Croydon. As a key member of our accounting team, you will be responsible for managing a portfolio of clients, ensuring excellent client service, and supporting junior team members.

Key Responsibilities

  • Managing a portfolio of clients while ensuring excellent client service
  • Assisting in the management of the office and supporting junior team members
  • Creating and improving process notes to assist with efficient bookkeeping and accounts preparation by other team members
  • Reviewing year-end accounts for limited companies
  • Supporting the team with workflow management and technology solutions
  • Reviewing VAT returns and preparing management accounts
  • Providing ad-hoc support to clients and the Partner

Requirements

  • ACA/ACCA qualified
  • A good standard of accounting and tax knowledge
  • Proficient in MS Office and accounting systems (CCH, Xero)

What We Offer

  • Pension Scheme
  • Group Life Assurance 4 x Salary
  • Health cash plan
  • Hybrid working with flexible hours or 4-day work week option
  • Enhanced maternity pay
  • Free car parking
  • Team-building events
  • Employee benefits portal (cashback and vouchers on everyday purchases)
  • Employee Referral Bonus
  • Employee Assistance Programme
  • Regular training and continuous development support for both professional and personal growth

About Us

We are a dynamic and growing company that values work-life balance and welcomes applicants who seek a 4-day work week or other flexible working arrangements. We are committed to creating a unique feel and culture that helps us continue to grow, develop, and evolve.


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