Financial Portfolio Manager

1 day ago


Fordingbridge, Hampshire, United Kingdom Austin Fraser Full time
Job Description:

In this exciting role as a Financial Portfolio Manager, you will be responsible for managing a client portfolio and liaising between external clients and the Accounts team, ensuring the timely delivery of accounts and VAT returns.

The ideal candidate will have an Accountancy background and AAT qualifications, coming from a multi-client Accountancy practice background.

Key Responsibilities:
  • Maintain a good working relationship with the internal accounts team to ensure deadline-based tasks are completed on time.
  • Communicate effectively with clients to provide updates, resolve issues, and ensure satisfaction with services.
  • Keep track of and control account activities, analysing performance metrics.
  • Prepare and present reports on account status and delivery trends to senior management.
  • Lead negotiations for contract renewals and new agreements, ensuring mutually beneficial outcomes.

Requirements:

  • AAT qualifications.
  • Proven experience in Financial Account Management or similar role is essential.
  • Good working knowledge of Xero accounting software package.
  • Strong leadership qualities to inspire teamwork and drive results within the organisation.
  • Proficiency in Salesforce or similar CRM software for managing client interactions and data analysis.
  • Ability to analyse accounts delivery trends and client feedback to inform strategic decisions.
  • Twenty-five days holiday plus bank holidays.
  • On-site parking at no cost.


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