Portfolio Manager
Pinner, Middlesex
£60,000 + Pension
49701731A
If you are seeking a position with a very successful firm of Accountants then this position for a Portfolio Manager managing your own portfolio of clients will suit you.
Some of your duties will include:
- Managing a portfolio of clients and administering their accounts function
- Dealing with SMEs such a Partnerships, Sole Trader and Limited Companies
- Liaising extensively with clients and building successful business relationships
- Overseeing their book keeping function to ensure accurate records are kept
- Preparing management accounts for clients and reviewing results on their behalf
- Completing statutory year end accounts and submitting annual returns
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