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Portfolio Manager

Additional Resources Ltd
Job LocationLeek
EducationNot Mentioned
Salary35,999 - 42,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Portfolio Manager Location: Leek, StaffordshireSalary: £36k - £42k + Bonus + 36 days paid holiday - inclusive of Bank Holidays and the Christmas Closure + Pension scheme - 4% employer contribution + Option to buy/sell holidays + Flexible working + Employee assistance programme (which includes;Life support, Legal information, Bereavement support, Medical Information, CBT & Managerial Support. + Life Assurance cover + Modern & friendly working environment + Team building and work eventsThe Client:Our client is in the Top 100 Chartered Accountancy Practices in the UK having multiple offices. They pride themselves on client care and innovation, servicing a wide range of industries. The company also have a dedicated team that specialise in advice andservices for the legal sector where they support many practices and are the accountants of choice for this sector.The Role:Reporting to the Associate Director, the successful candidate will be responsible for managing a portfolio of clients and will be at the forefront of developing the accountancy service offering. This role would suit a candidate who is looking for a hands-on,client facing role with a dynamic and growing accountancy practice.Purpose of the role:The main purpose of the role is to provide professional financial advice and exceptional service to the clients customers. You will also have significant involvement in assigning and reviewing draft accounts prepared by the trainee accountants within theteam.Duties and Responsibilities:

  • Servicing a portfolio of clients
  • Tracking job progress and billing targets
  • Monitoring deadlines
  • Preparation of accounts for sole traders, partnerships and limited companies
  • Preparation of self-assessment tax returns
  • Building a positive working relationship with clients and the practice
  • Ensure compliance with all financial regulations
  • Use of computer software including IRIS, Sage, Xero and Quickbooks
  • Ensuring work is completed to a high standard and on time
  • Dealing with any client queries in a timely and efficient manner
  • Assisting colleagues and trainees within the team with development and technical advice
  • Undertake such other duties that are required commensurate with the role
Required Competencies:
  • Fully qualified accountant (ACA/ACCA) with 3 years post qualified experience in a practice environment
  • Exceptional interpersonal skills and able to successfully communicate with people at all levels, both financial and non-financial
  • Excellent reporting skills
  • Confidently able to offer recommendations and advice to the clients.
  • Highly competent with outstanding commercial acumen and a solid grasp of business aims and objectives
  • Demonstrable experience and a proven track record in a similar role
  • Previous experience of working with clients in the agricultural sector preferred
  • A full UK driving licence is essential
Important Information: We endeavor to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phoneor text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy orGDPR please contact us.Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Keyskills :
accountsaccountantAccounts ManagerPortfolio Manageraccounts senior

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