Financial Portfolio Manager
3 days ago
We are seeking a highly skilled and experienced Financial Portfolio Manager to join our team. The successful candidate will be responsible for managing a portfolio of clients, leading and developing members of our audit team, and working closely with partners and directors.
About the Role- Manage a portfolio of clients, providing expert financial guidance and support.
- Lead and develop members of our audit team, ensuring they have the skills and knowledge required to excel in their roles.
- Work closely with partners and directors to deliver high-quality services to our clients.
- Prepare year-end accounts for Limited companies, both FRS102a and FRS105.
- Prepare Sole trader, partnership, and LLP accounts.
- Complete corporate, personal, and partnership tax returns.
- Assist with ad-hoc assignments, including cash flow forecasts.
- Manage client relationships, ensuring excellent communication and customer service.
- Supervise trainees, providing guidance and support to help them develop their skills.
- ACA or ACCA qualified with a proven track record of managing clients.
- Excellent computer skills, including Xero, Sage, Accounting, and Taxation software.
- Demonstrated ability to work effectively in a team environment.
- Competitive salary range: £40,000 - £60,000 per annum.
- 27 days' holiday per year (excluding bank holidays).
- Birthday off every year.
- Employee assistance program.
- Life assurance cover (4 x annual salary).
- Long service awards.
- Free parking.
- Flexible working arrangements.
- Enhanced maternity and paternity pay.
- Salary sacrifice scheme.
- A series of health and wellbeing initiatives throughout the year.
- Comprehensive development, management, and leadership training programmes.
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