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Portfolio Manager

Burton Bolton & Rose Recruitment Services Limited
Posted a day ago, valid for 2 days
Location

London, Greater London EC1R 0WX

Salary

£45,000 - £54,000 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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  • A local firm of accountants in London, NW6 is seeking a Portfolio Manager with a salary of £70,000 plus pension benefits.
  • The role requires managing a diverse portfolio of client accounts, including preparing end-of-year accounts for small businesses.
  • Candidates should have experience working with sole traders, partnerships, and limited companies, along with managing bookkeeping functions.
  • Key responsibilities include producing financial records, reconciling bank accounts, and preparing cash book records.
  • Applicants should have relevant experience, although the specific number of years is not mentioned in the job listing.

Portfolio Manager

London, NW6

£70,000 + Pension

This local, established firm of Accountants are seeking a responsible and hard-working Portfolio Manager to join their team of professionals and manage a diverse portfolio of client accounts.

Some of your duties will include:

- Preparing end of year accounts on behalf of a wide range of small business clients

- Working on behalf of sole traders, Partnerships and Limited Companies in the local area

- Managing bookkeeping function and producing trial balances and profit and loss reports

- Producing sales, purchase and nominal ledger records, accrual and prepayment schedules

- Preparing cash book records, reconciling bank accounts and investigating any anomalies

- Producing year-end accounts and posting returns to Companies House

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

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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.