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Portfolio Manager

Burton Bolton & Rose Recruitment Services Limited
Posted 10 hours ago, valid for a month
Location

Edgware, Greater London HA8 7JG

Salary

£50,000 - £60,000 per annum

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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 of Portfolio Manager is available in Edgware, Middlesex, offering a salary of £52,000 plus pension benefits.
  • The role requires managing a portfolio of clients while providing exceptional service and preparing financial statements.
  • Key responsibilities include finalizing accounts at year-end, submitting returns to Companies House, and advising clients on process improvements.
  • Candidates should have experience in tax planning and finalizing client personal and company tax returns.
  • The firm is a Chartered Accountants and is looking for an additional team member to join their successful and progressive team.

Portfolio Manager

Edgware, Middlesex

£52,000 + Pension

One of our favourite firm of Chartered Accountants are seeking an additional Portfolio Manager to join their successful, progressive team.

Some of your duties will include:

- Managing a portfolio of clients and providing the highest level of service

- Preparing financial statements for clients including monthly and annual accounts

- Finalising accounts at year end and submitting returns to Companies House

- Advising clients on how to improve processes and implement new systems

- Supporting clients with tax planning to enable them to minimise tax liability

- Finalising client personal and Company tax returns at the end of the year

Regrettably, we are not able to respond to job applicants who are not shortlisted. For new job alerts follow us on Twitter - @BBR_Recruitment, Instagram - BurtonBoltonRose, Facebook - Burton Bolton & Rose and LinkedIn - Burton Bolton & Rose

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.

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