Portfolio Management Specialist

17 hours ago


Eastleigh, Hampshire, United Kingdom Pro Talent Full time

ProTalent is partnering with a top accountancy firm in Eastleigh to find a talented Portfolio Management Specialist.

About the Company

This reputable firm has built a solid reputation as a leader in the area, offering a unique blend of traditional values and modern approaches. With a strong focus on teamwork and continuous improvement, the company creates a positive and supportive work environment. One of the many benefits of working here is the availability of free parking onsite.

Job Summary

The Portfolio Management Specialist will oversee the production of high-quality accounts for limited companies, including groups and consolidated accounts. They will manage a diverse portfolio of clients, ensuring seamless communication and collaboration with junior team members. This role also involves conducting audit work, from planning to completion, for a variety of clients. As an Audit Senior, they will provide guidance and support to junior members on site and contribute to the achievement of exceptional customer satisfaction. Additionally, they will identify opportunities to grow the business and participate in new client meetings with the Director/Associate Director when required.

Essential Skills and Qualifications
  • ACA/ACCA qualification
  • Substantial practice experience
  • Excellent audit knowledge and mixed audit and accounts expertise
  • Strong ambition to progress professionally
Estimated Salary: £50,000 - £65,000 per annum

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