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Client Portfolio Manager

Michael Page Finance
Posted 5 days ago, valid for 12 days
Location

Cheltenham, Gloucestershire GL544NB, England

Salary

£40,500 - £60,500 per annum

Contract type

Full Time

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

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  • The position is for a Qualified Accountant to manage accounts for owner-managed businesses while maintaining excellent client relations in Gloucester.
  • Candidates should have a degree in Finance or Accounting, professional certification (e.g., ACA, ACCA), and proven experience in the professional services industry.
  • Responsibilities include coordinating annual audits, mentoring junior accountants, and advising on long-term business and financial planning.
  • The estimated salary for this role ranges from £40,500 to £60,500 per year.
  • A minimum of several years of relevant experience is required, along with proficiency in MS Office and finance software.

This position offers an exceptional opportunity for a Qualified Accountant to manage and facilitate the accurate preparation of accounts for a wide range of OMB (owner managed business) working as a portfolio manager engaging in face2face meetings so as to maintain excellent client relations. Based in Gloucester, and within easy access to the M5.

Client Details

Our client is a well-established, professional services firm based in Gloucester. With a team of 14 professional staff that cover Audit, Accounts and Taxation services in a friendly and professional way. They are known for providing top-quality services to a diverse range of OMB clients, both locally and nationally.

Description

  • Coordinate and complete annual audits.
  • Mentor and develop a team of junior accountants, managing work allocation, training, problem resolution, performance evaluation, and the building of an effective team dynamic.
  • Advise on long-term business and financial planning.
  • Working as part of an established team dealing with Accounts/Taxation and some audits.

Profile

Successful Accountant should have:

  • A degree in Finance or Accounting.
  • Professional certification (e.g. ACA, ACCA) or part qualified and therefore qualified by experience.
  • Proven working experience in the professional services industry.
  • Strong understanding of accounting and financial reporting principles and practices.
  • Proficiency in MS Office and finance software.
  • An analytical mind with a strategic ability.

Job Offer

  • An estimated salary range of £40,500 - £60,500 per year.
  • Company parking benefits.
  • Generous holiday leave.
  • A supportive and professional work environment.
  • Opportunity to work in a successful regional firm of Chartered Accountants and Business Advisors in Gloucester.

We encourage all experienced qualified candidates who are eager to join our clients professional services team to apply for this exciting opportunity as an Accountant/Client Manager.

Apply now in a few quick clicks

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.