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Financial manager
Client Portfolio Manager

Client Portfolio Manager

Cavill Robinson Financial Recruitment

Posted a day ago, valid for 20 days

Cambridge, Cambridgeshire CB2, England

£45,000 - £54,000 per annum

Full Time

Retirement Plan

Life Insurance

Employee Assistance

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Sonic Summary

My client is seeking a qualified accountant, either Senior or QBE, with strong practice experience for a varied portfolio role.
Candidates should have at least 3 years of relevant experience and can apply for either full-time or part-time positions.
The salary for this role is competitive and includes extensive benefits such as 25 days of annual leave and enhanced family leave policies.
Responsibilities include managing a portfolio of SMEs and sole traders, answering client queries, and reviewing accounts and tax returns.
Please note that applicants must hold a long-term work visa, settled status, or a British passport, as sponsorship is not available.

Are you a qualified accountant, Senior or QBE with strong practice experience, who is looking for an interesting and varied portfolio to work within practice? Then my client is looking for someone just like you and you need to send me your CV!They will consider people who want full time or part time roles and can offer great benefits. Read on!You will be doing the following:

Looking after a varied portfolio of SME's and sole traders
Developing strong relationships with your clients
Answering their queries
Reviewing and producing accounts
Producing and reviewing tax returns
Conducting client meetings

Benefits are extensive and include:

25 days' annual leave
Ability to buy an extra 5 days' annual leave
Business closure over Christmas
Enhanced family leave policies
Employee assistance programme
Company pension scheme
Corporate discounts platform
Flexible benefits with the ability to opt in to various insurances
Enhanced company sick pay
Life Assurance at 4x salary

Wouldn't it be worth exploring this further? Send your CV today for immediate attention!Please note: My client is not in a position to be able to offer sponsorship and all applicants must be in possession of a long term work visa, settled status or a British passport.

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