Portfolio Manager

4 days left

£30k - 40k per year + Excellent Benefits
18 Oct 2016
25 Oct 2016
Jose Garcia-Brennan
Contract Type
Full Time

Are you ACA / ACCA qualified or QBE?
Do you possess at 5 years accounting experience within Practice?
Would you like the opportunity of joining one of the largest independent firms of Chartered Accountants in the South West?

If you have answered "yes" to the above three questions, then I would very much like to hear form you!

Our client is looking to recruit a Portfolio Manager for their Trowbridge office on a full time permanent basis.
The main purpose of this role is to ensure that their clients receive an appropriate level of service to meet their business needs by;-

* Maintaining a productive relationship with clients in the portfolio.
* Acting as a point of contact for the Partner portfolio in the Partner's absence.
* Ensuring that appropriate information is fed into the compliance team in a timely manner to ensure that the teams work can be effectively scheduled.
* Completing more complex accounts work for clients as required by the Partner.
* Undertaking ad-hoc project work as required by the Partner.
* Where appropriate, reviewing the work carried out by the compliance team.
* Identifying opportunities for obtaining new work with clients.
* Attending potential client meetings.

Candidate Specification;-
* ACA / ACCA qualified or QBE
* 5 years experience gain within Practice
* Excellent communication skills both written and verbal

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