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Portfolio Manager

Portfolio Manager

Burton Bolton & Rose Recruitment Services Limited

Posted 2 days ago, valid for a month

Pinner, Greater London HA53LA, England

£60,000 - £72,000 per annum

Full Time

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Sonic Summary

The position of Portfolio Manager is available in Pinner, Middlesex, offering a salary of £60,000 plus pension benefits.
The role involves managing a portfolio of clients, including SMEs such as Partnerships, Sole Traders, and Limited Companies.
Key responsibilities include overseeing bookkeeping functions, preparing management accounts, and completing statutory year-end accounts.
Successful candidates will need to demonstrate strong client relationship skills and the ability to review financial results for clients.
Experience in a similar role is required, although the specific number of years is not mentioned in the job description.

Portfolio Manager

Pinner, Middlesex

£60,000 + Pension

49701731A

If you are seeking a position with a very successful firm of Accountants then this position for a Portfolio Manager managing your own portfolio of clients will suit you.

Some of your duties will include:

- Managing a portfolio of clients and administering their accounts function

- Dealing with SMEs such a Partnerships, Sole Trader and Limited Companies

- Liaising extensively with clients and building successful business relationships

- Overseeing their book keeping function to ensure accurate records are kept

- Preparing management accounts for clients and reviewing results on their behalf

- Completing statutory year end accounts and submitting annual returns

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