Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Portfolio manager

West Wickham
Bennett And Game Recruitment
Portfolio manager
Posted: 2 July
Offer description

An exciting new opportunity has arisen for a growing firm of Chartered Accounts for a Client Accountant/ Portfolio Manager to join a practice based in West Wickham. Offering up to £55k, with auto enrolment pension, and great progression routes.

The role would suit an ACA or ACCA Qualified Senior or finalist Accountant with solid experience managing their own portfolio of clients. The practice pride themselves on providing excellent service to individuals and OMB's in the Kent, Surrey and South London area. If you are looking for an opportunity to grow within a reputable close knit team, then this is a great opportunity

Portfolio Manager Position Overview

Managing a portfolio of clients - production of final statutory (FRS 102(1A) and FRS105) and non-statutory accounts, preparation of corporate tax, partnership and self-assessment tax returns including business tax computations for limited companies, LLPs, partnerships, sole traders and individuals and preparation of quarterly VAT returns;
Effective and proactive communication with clients with regular meetings and keeping up to date meeting notes on practice software;
Daily recording of time, monthly review of client WIP.Client bills raised in timely manner.
Client budget and time management;
Onboarding new clients including meeting prospective clients and providing fee quotes;
Dealing with accountancy and tax related queries raised by clients and staff; effectively communicating with them clearly on all matters;
Assisting with new accounting regulations/tax projects as they arise;
Technical research and ensuring clients are made aware of important legislative changes which affect them;
Assist with practice IT systems to ensure efficiency;
Organising and working effectively together and as part of team;
Effectively assisting senior staff;

Portfolio Manager Position Requirements

Minimum of 2 years practice experience;
ACA or ACCA qualified
Good knowledge of FRS 102 and FRS 105;
Proactive approach to work prioritisation and time management;
Effective communicator, both verbal and written;
Logical and analytical skills, with a strong attention to detail;
Experience using different accounting software such as FreeAgent, Xero, Quickbooks etc. Good working knowledge of Excel and Word;
Working knowledge of IRIS desirable, but not essential;
Be able to arrive presentable and in the office on time and fit into the hard-working office culture;

Portfolio Manager Position Remuneration

Salary dependent on experience, ranging from £(phone number removed)
On going training career development and guidance
Enrolment into company pension with 4% Employer contribution.
Statutory holiday plus bank holidays
Excellent office environment, with modernised facilities and tech
And more to be discussed

Bennett & Game Recruitment are acting as a Recruitment Agency in relation to this vacancy.

Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.

We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Equity portfolio manager
London
Anchor Conzult
Portfolio manager
Similar job
Portfolio manager/engineer – equity/ etfs/index investing
London
DWS Group
Portfolio manager
Similar job
Senior portfolio manager – infrastructure strategies
London
Albert Cliff Limited
Portfolio manager
See more jobs
Similar jobs
Bennett And Game Recruitment recruitment
Bennett And Game Recruitment jobs in West Wickham
Banking jobs in West Wickham
jobs West Wickham
jobs Greater London
jobs England
Home > Jobs > Banking jobs > Portfolio manager jobs > Portfolio manager jobs in West Wickham > Portfolio Manager

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save