Client Portfolio Manager

Cavill Robinson Financial Recruitment

Posted 13 days ago, valid for 7 days

Cambridge, Cambridgeshire CB2, England

£45,000 - £54,000 per annum

Full Time

Retirement Plan

Life Insurance

Employee Assistance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

My client is seeking a qualified accountant, Senior or QBE, with strong practice experience for a varied portfolio role.
Candidates should have at least 3 years of experience and can apply for full-time or part-time positions.
The salary is competitive and includes extensive benefits such as 25 days of annual leave, enhanced family leave policies, and a company pension scheme.
Responsibilities include managing a portfolio of SMEs and sole traders, producing accounts, and conducting client meetings.
Please note that applicants must have 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.

Apply now in a few quick clicks

Client Portfolio Manager

Corporate Finance Manager

Financial Accounts Manager

Financial Accounts Manager