Lentells is an accountancy practice who employ over 80 staff members across 3 offices in Devon and Somerset. We are now looking to recruit for a portfolio manager to join our team in our Chard office on a permanent basis.
The main duties of this role include:
* Responsible for managing a portfolio of clients. Lentells managers deal with a mixed portfolio, specialising in Medical (approx. 80% GP Practice)
* Supporting the Directors with providing a range of accounting and tax services to our varied portfolio of client
* You will ensure that our clients expectations are met in a timely and efficient manner
* Being main contact to our clients on a day to day basis
* Being responsible for mentoring and training junior staff members
The ideal candidate will have:
* Must have at least 3 years practice experience (recent preferable), and be proficient in accounts (not audit or tax only).
* Managed their own portfolio; independently producing accounts and dealing with clients directly (start to finish)
* ACCA/ACA Qualification is desirable but not essential. If not qualified must have the ‘proven’ experience above
* Knowledge/experience of ‘medical’ a distinct advantage
* Experience of training junior staff/managing a team an advantage
Benefits include :
* Competitive salary with regular salary reviews
* 25 days annual leave, plus bank holidays
* Private medical cover upon completion of a probationary period
* Company pension
* Hybrid working available subject to qualifying criteria
* Free on-site parking
* Sick pay
* We are a registered Mindful Employer
Opportunities to undertake further qualifications and career progression are available for the right candidates. Part time would be considered.
“On behalf of DHG, I would like to express our thanks to the Lentells
team that support us. As a partnership we are extremely impressed
by their approach and attentive engagement, responsiveness to our
requirements and quality of the financial reports and commentary
provided to us.
Since we first started working together we have now merged to
form a much larger organisation. We are particularly grateful for the
support that we have received through the entire process, not only in
assessing core elements such as financial risks and benefits, but also in
communicating and working directly with our legal team and assisting
us with decisions around premises.
We would highly recommend the services of Lentells for these reasons.”
Partner – Downend Health Group
“ Lentells provided clear and valuable support in explaining our finance
options to support our planned premises extension, refurbishment
project and renegotiation of our practice borrowings. This has helped
to secure the future financial stability of the practice going forwards.”
Practice Manager – Abbottswood Medical Centre
“ Beacon Medical Group has grown from 32,000 to 43,000 patients with
2 practice mergers in that process, under the guidance and full support
of Lentells. Since working in full partnership with their team for the past
3 years we established total confidence in Lentells to take Beacon from
strength to strength. Nothing is too much trouble and there is a definite
feel of protection for Beacon and our 24 partners.”
“We have been with Lentells nine years now. What impresses us most is
their fast turn around in answering queries and the detailed end of year
report including benchmarking with other practices. Their knowledge
of the workings of General Practice, their patience and understanding
of the busy life of a GP helps us tremendously.”
Senior Partner – Upton Surgery
“ The annual update day Lentells puts on for practice managers and GPs
is a good source of information on the implications of funding changes
and all financial matters relating General Practice. I have found working
with Lentells very straightforward and stress free."
“ Since my first dealing with Lentells their service has been faultless. The
team provide me with reassuring advice and are quick at getting back to
my queries with detailed responses that are easy to interpret. They are
always available for phone advice and go the extra mile to ensure the
service they provide is of an exceptionally high standard.”
Managing Partner – Kingswood Health Centre
“We find Lentells accountancy and bookkeeping services to be very
professional and efficient, always turning round queries promptly.
Lentells provide us with excellent feedback to support us to work
smarter. We have a great relationship with our accountants, built on
trust and total confidence in the service they provide to us.”
Practice Manager – Orchard Medical Centre
Chard Office
17-18 Leach Road
Chard Business Park
Chard
Somerset
TA20 1FA
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01460 64441
Seaton Office
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