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Portfolio Manager

Portfolio Manager

Burton Bolton & Rose Recruitment Services Limited

Posted 10 hours ago, valid for 4 days

London, Greater London EC1R 0WX

£45,000 - £54,000 per annum

Full Time

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Sonic Summary

A qualified Portfolio Manager is sought in London, NW10, offering a salary of £80,000 plus pension and parking benefits.
This senior role requires an experienced individual to manage a diverse portfolio of clients.
Key responsibilities include managing client accounting requirements, providing financial advice, and maintaining accounting records.
The role also involves reviewing client systems, producing reports, and advising on tax planning to minimize liabilities.
Candidates should have relevant experience, although the specific number of years required is not mentioned.

Portfolio Manager

London, NW10

£80,000 + Pension + Parking

A qualified Portfolio Manager is required to manage a varied portfolio of clients, this is a senior role which requires an experiences person.

Some of your duties will include:

- Managing a portfolio of clients and co-ordinating their accounting requirements

- Liaising extremely with clients and providing financial information and advice

- Maintaining accounting records and preparing annual accounts and management

- Reviewing client systems and performing tests to check financial information

- Producing reports and recommendations following internal or annual audits

- Advising clients on tax planning and assisting them to minimise tax liabilities

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