Client Portfolio Manager

Cavill Robinson Financial Recruitment

Posted 19 days ago, valid for 23 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 to manage a varied portfolio of SMEs and sole traders.
The position offers flexibility for full-time or part-time work, along with extensive benefits including 25 days of annual leave and the option to purchase an additional 5 days.
Candidates will be responsible for developing client relationships, answering queries, reviewing accounts, and producing tax returns.
The role requires a minimum of 3 years of relevant experience and offers a competitive salary commensurate with experience.
Please note that sponsorship is not available, so applicants must have a long-term work visa, settled status, or a British passport.

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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