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Client Portfolio Manager

Michael Page Finance
Posted 9 hours ago, valid for 17 days
Location

Cheltenham, Gloucestershire GL544NB, England

Salary

£40,500 - £60,500 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • This position seeks a Qualified Accountant to manage accounts for various owner-managed businesses while maintaining strong client relationships through face-to-face meetings.
  • The role is based in Gloucester and requires a degree in Finance or Accounting, along with professional certification or equivalent experience.
  • Candidates should have proven experience in the professional services industry and a strong grasp of accounting principles and financial reporting.
  • The estimated salary for this position ranges from £40,500 to £60,500 per year, with additional benefits such as company parking and generous holiday leave.
  • The firm offers a supportive work environment and the opportunity to work with a successful team of Chartered Accountants and Business Advisors.

This position offers an exceptional opportunity for a Qualified Accountant to manage and facilitate the accurate preparation of accounts for a wide range of OMB (owner managed business) working as a portfolio manager engaging in face2face meetings so as to maintain excellent client relations. Based in Gloucester, and within easy access to the M5.

Client Details

Our client is a well-established, professional services firm based in Gloucester. With a team of 14 professional staff that cover Audit, Accounts and Taxation services in a friendly and professional way. They are known for providing top-quality services to a diverse range of OMB clients, both locally and nationally.

Description

  • Coordinate and complete annual audits.
  • Mentor and develop a team of junior accountants, managing work allocation, training, problem resolution, performance evaluation, and the building of an effective team dynamic.
  • Advise on long-term business and financial planning.
  • Working as part of an established team dealing with Accounts/Taxation and some audits.

Profile

Successful Accountant should have:

  • A degree in Finance or Accounting.
  • Professional certification (e.g. ACA, ACCA) or part qualified and therefore qualified by experience.
  • Proven working experience in the professional services industry.
  • Strong understanding of accounting and financial reporting principles and practices.
  • Proficiency in MS Office and finance software.
  • An analytical mind with a strategic ability.

Job Offer

  • An estimated salary range of £40,500 - £60,500 per year.
  • Company parking benefits.
  • Generous holiday leave.
  • A supportive and professional work environment.
  • Opportunity to work in a successful regional firm of Chartered Accountants and Business Advisors in Gloucester.

We encourage all experienced qualified candidates who are eager to join our clients professional services team to apply for this exciting opportunity as an Accountant/Client Manager.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.