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Financial manager
Portfolio Manager

Portfolio Manager

Burton Bolton & Rose Recruitment Services Limited

Posted 8 hours ago, valid for 22 days

Ruislip, Greater London HA40AL, England

£60,000 - £72,000 per annum

Full Time

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Sonic Summary

A Portfolio Manager is needed in Ruislip, Middlesex, with a salary of £55,000 plus pension benefits.
The role involves managing a diverse portfolio of over 100 clients, including SME clients, sole traders, partnerships, and Limited Companies.
Key responsibilities include overseeing client bookkeeping, preparing monthly management accounts, and completing year-end accounts.
Candidates should have relevant experience in managing client accounts and preparing tax returns.
The firm is unable to respond to applicants who are not shortlisted.

Portfolio Manager

Ruislip, Middlesex

£55,000 + Pension

A Portfolio Manager is required to join a very established firm of Chartered Accountants and managing a very diverse pool of clients.

Some of your duties will include:

- Managing a portfolio of 100+ clients and developing successful business relationships

- Working on behalf of SME clients, sole traders, partnerships and Limited Companies

- Overseeing client bookkeeping function ensuring accounts are up to date

- Preparing monthly management accounts and preparing P+L reports for clients

- Completing year-end accounts, producing statement accounts for Companies House

- Overseeing the preparation of personal tax, corporate tax and annual tax returns

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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