Portfolio Management Specialist

3 days ago


Woking, Surrey, United Kingdom TPF Recruitment Full time

TPF Recruitment is seeking a highly skilled Portfolio Management Specialist to join our team in the Woking area. This is an excellent opportunity to leverage your expertise in accountancy and management to drive business growth and development.

Key Responsibilities:
  • Developing and implementing effective portfolio management strategies.
  • Liaising with clients to understand their needs and provide tailored solutions.
  • Preparing financial reports, tax returns, and other documents as required.
Requirements:
  • Minimum 23 years' experience working in an accountancy practice.
  • Extensive experience managing client portfolios with minimal supervision.
  • Strong analytical and problem-solving skills.
Salary and Benefits:

The salary for this role is in the region of £70,000-£90,000 per annum, depending on experience, plus a comprehensive benefits package. You will have the opportunity to work with a dynamic team and contribute to the company's continued success.

If you are a seasoned professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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