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Portfolio Manager

Burton Bolton & Rose Recruitment Services Limited
Posted 9 hours ago, valid for 16 days
Location

London, Greater London EC1R 0WX

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 Portfolio Manager based in London, NW9, offering a salary of £62,500 along with pension and parking benefits.
  • The role involves overseeing the management of a mixed portfolio of small to medium-sized client accounts.
  • Candidates should have experience in bookkeeping, payroll preparation, and advising clients on accounting and tax issues.
  • The position requires assisting with annual audits and supporting junior team members.
  • Applicants are expected to have relevant experience, although the specific number of years is not mentioned.

Portfolio Manager

London, NW9

£62,500 + Pension + Parking

This is an opportunity not to be missed for a Portfolio Manager who would like to join a professional firm who don’t just provide a service but strive to build long lasting business relationships.

Some of your duties will include:

- Overseeing the day to day management of a mixed portfolio of small-medium sized client accounts

- Managing clients bookkeeping function and preparing accounts up to trial balance level

- Producing client weekly/monthly payrolls and producing monthly/annual PAYE returns

- Advising clients on accounting processes, business transactions, corporate finance and tax issues

- Preparing client end-of-year accounts and submitting statutory returns to Companies House

- Assisting with conducting annual audits, completing summaries and supporting junior team members

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.