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Job Title: Senior Portfolio Manager
Location: Swindon
Salary: 30K-50K, dependent on experience
Job Type: Full-time, Permanent
About the role:
Autograph Recruitment are currently looking for a highly motivated and ambitious qualified/QBE accountant to join an accountancy practice with their head office in Swindon. The ideal candidate will have recent experience working within a UK practice.
Key responsibilities:
- Act as the primary point of contact, ensuring client satisfaction and strong, ongoing relationships.
- Understand clients' needs, offering tailored advice and identifying opportunities to add value.
- Review and approve financial accounts, ensuring accuracy before client presentation.
- Work with tax partners to address complex matters and provide high-level strategic advice.
- Identify opportunities to grow client relationships and expand the firm's services.
- Provide proactive advice on financial management, tax planning, and business strategies.
- Mentor junior team members and collaborate with other departments to ensure smooth service delivery.
Requirements:
- ACA, ACCA, QBE
- A solid background in general practice, accounting, and finance.
- Strong verbal and written communication skills
Next steps:If this sounds like a great opportunity and you can demonstrate a proven track record in initiating and delivering the above, with solid results, then please call Lily Harris on or email , or click Apply to upload your CV for consideration.We look forward to hearing from you.If this job is not quite right for you but you are looking for a new position, as a specialist Accountancy & Finance Recruiter, please contact us for a confidential discussion on your career.https://accountancy-and-finance/4595059197Autograph Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
