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Financial Portfolio Manager
2 months ago
A skilled Portfolio Manager is required to oversee a small portfolio of client accounts and manage client tax matters.
Key Responsibilities:- Manage a portfolio of small commercial clients and prepare their financial statements
- Administer bookkeeping functions and prepare accounts up to trial balance level
- Produce profit and loss reports and complete balance sheet reconciliations
Requirements: The ideal candidate will have strong financial management skills and experience in portfolio management.
Company: Burton Bolton & Rose Recruitment Services Ltd