Portfolio Management Specialist
6 days ago
Are you a skilled Financial Accountant looking for a new challenge? We are seeking a highly experienced individual to join our team in Shrewsbury. As a qualified accountant, you will be responsible for managing a portfolio of clients, providing expert advice, and enjoying a great work-life balance.
The successful candidate will have prior experience in statutory account preparation, be up-to-date with the latest legislation and compliance requirements, and possess strong IT skills, including Excel and accounting software (Xero, IRIS, QuickBooks, Sage). Strong business acumen and communication skills are also essential.
Key Responsibilities:- Manage client accounts, ensuring high standards and timely delivery
- Analyse financial statements, providing guidance and advice where necessary
- Review junior assignments, offering feedback and support for professional development
- Qualified accountant (AAT, ACCA, or ACA) with prior experience in statutory account preparation
- Up-to-date knowledge of legislation and compliance requirements
- Strong IT skills, including Excel and accounting software (Xero, IRIS, QuickBooks, Sage)
- Strong business acumen and communication skills
- A competitive salary of up to £50,000 per annum
- No limits on career progression prospects
- Team incentive bonus scheme
- Hybrid working from home and flexible options
- Comprehensive benefits package, including enhanced holidays and health care cash plan
- Funded membership fees for affiliations
- Corporate Social Responsibility initiatives
- Additional benefits, including child care vouchers and car parking
- Regular team socials and activities
Predicted annual salary range: £47,750 - £53,750
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