With offices in Uxbridge, my client is a reputable Independent Financial Advice firm.
They provide rich clients in the London and home counties region with whole of market advice on pensions, investments, tax planning, IHT, mortgages, and certain protections.
Additionally, they provide estate planning services, wills, and trusts to assist clients with their multigenerational planning.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
This established and reputable local Accountants are seeking a skilled and knowledgeable Portfolio Manager to manage the smooth management of client accounts and supervising the accounting team.
Some of your duties will include
Managing a large portfolio of clients' accounts including sole traders, Partnerships and SME Limited Companies.
Managing client sales, purchase and nominal ledgers and reconciling at month-end to trial balance level.
Providing administrative and research support to the Solicitor and team as instructed.
Providing administrative support for team of Solicitors in the Conveyancing Department.
General
This is a great opportunity for an enthusiastic Law Graduate seeking a career in the legal field, the role would suit someone able to work well under pressure, is motivated and able to represent the organisation in a professional manner.
Assisting with the management of the accounts function for a portfolio of SME commercial clients.
Working on behalf of sole traders, Partnerships and small Limited Companies in a variety of sectors.
General
If you are a Graduate at the start of your career and would like to join a progressive firm of Chartered Accountants then this position will definitely be right for you.