Financial Portfolio Manager

3 days ago


Warrington, Warrington, United Kingdom CV-Library Full time
Job Summary

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.
Responsibilities
  1. Prepare year-end accounts for Limited companies, both FRS102a and FRS105.
  2. Prepare Sole trader, partnership, and LLP accounts.
  3. Complete corporate, personal, and partnership tax returns.
  4. Assist with ad-hoc assignments, including cash flow forecasts.
  5. Manage client relationships, ensuring excellent communication and customer service.
  6. Supervise trainees, providing guidance and support to help them develop their skills.
Preferred Qualifications and Experience
  • 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.
What We Offer
  • 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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