Financial Portfolio Manager

2 days ago


Warrington, Warrington, United Kingdom Clear IT Recruitment Full time

Clear IT Recruitment is seeking a highly skilled Financial Portfolio Manager to join our team in Warrington, Cheshire. As an ambitious professional, you will be responsible for managing a portfolio of clients and leading the audit team. Your key responsibilities will include:

  • Managing a portfolio of clients, reporting to partners and directors
  • Reviewing statutory year-end accounts
  • Confirming arrangements with clients and overseeing staff on assignments

The ideal candidate will have excellent computer skills, including Xero, Sage, Accounting and Taxation software. You will also have strong communication and problem-solving skills, as well as a proven track record of managing clients. The estimated salary for this role is £60,000 - £80,000 per annum.

As a Financial Portfolio Manager at Clear IT Recruitment, you will enjoy a range of benefits, including 27 days holiday a year, your birthday off every year, employee assistance program, life assurance cover, long service awards, free parking, flexible working, enhanced maternity and paternity pay, and a salary sacrifice scheme.



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