Back to search
This is an excellent opportunity for a Portfolio Manager to lead and manage client portfolios within the Accounting & Finance department. The role is perfect for someone with strong technical expertise and a passion for delivering high-quality services in the business services industry.
Client Details
The company is a small-sized organisation operating within the business services industry, specifically focused on Accounting & Finance. Known for its professional approach and commitment to excellence, the company provides tailored solutions to its clients while fostering growth and development for its employees.
Description
- Manage a portfolio of clients, ensuring timely and accurate delivery of accounting services.
- Oversee the preparation and review of financial statements and tax returns.
- Provide professional advice to clients on accounting and finance-related matters.
- Supervise and support junior team members in their professional development.
- Ensure compliance with all relevant regulations and standards.
- Identify and implement process improvements to enhance efficiency and accuracy.
- Build and maintain strong client relationships to drive satisfaction and retention.
- Report on portfolio performance and contribute to strategic planning initiatives.
Profile
A successful Portfolio Manager should have:
- A professional qualification in Accounting or Finance (e.g., ACA, ACCA, or equivalent).
- Strong technical knowledge of accounting principles and tax regulations.
- Previous experience managing client portfolios within the business services industry.
- Excellent organisational and time-management skills.
- Confidence in supervising and mentoring junior staff members.
- Proficiency in accounting software and Microsoft Office applications.
- A proactive and solutions-oriented approach to challenges.
- Outstanding communication and interpersonal skills.
- Full UK Driving Licence and access to a car (transport) due to location of offices.
Job Offer
- A competitive salary in the range TBC Dependent on Experience.
- 28 days annual leave, including Bank Holidays, increasing to a maximum of 33 days.
- An additional 'Holiday' birthday day after successful probation completion.
- A discretionary bonus scheme to reward performance.
- A permanent position located in Fareham with opportunities for career development
- Free Car Parking.
This is an exciting opportunity for a Portfolio Manager to join a respected small-sized organisation in Fareham. If you are looking to advance your career in the business services industry, we encourage you to apply today!
