Portfolio Manager

12 Apr 2018
19 Apr 2018
Contract Type
Full Time

NEW JOB: A firm of accountants seeking an ACA / ACCA qualified or finalist for a Portfolio Manager role.

Your new firm
A Firm of Chartered Accountants & Business Advisers based in and around Preston are looking to appoint a Qualified Accountant or Part Qualified Accountant to join the team. The firm have been established for over forty years and have three partners and around 25 staff across their offices. The firm are looking to appoint the successful accountant in either their South Preston office or North Preston office.

Your new role
As an Portfolio Manager you will work closely with the Partners and be responsible for managing a portfolio of their firms larger clients. You will gain involvement in a range of work from producing statutory and group accounts, preparing cash flow forecasts and management accounts and also providing advisory services to your client base. You will be client facing and will be the key contact in the firm for your clients and be expected to attend client meetings. Over time there is the opportunity to manage your own team and also with succession planning there is potential progression to attaining partnership.

What you'll need to succeed
The firm are looking to appoint an ACA / ACCA qualified accountant or a finalist who has trained within general practice. You must have at least four years experience and be competent working under your own autonomy. As you will be dealing with some of the firms largest clients any prior experience of audit work, preparing group or consolidated accounts or managing a portfolio would be advantageous. The partners are looking for the portfolio manager to demonstrate strong communication skills, a commercial mindset and also excellent organisational skills.

What you'll get in return
This is a great opportunity for an ACA / ACCA qualified accountant or finalist who is looking for a rewarding career within practice. You will manage your own portfolio of clients and over time take more responsibility for the management of the team. The role offers a competitive salary of around £30000 - £35000, a 35 hour working week, free parking on site and potential path to partnership in the medium term.

What you need to do now
If you're interested in this Preston based role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this Preston based job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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This job was originally posted as www.totaljobs.com/job/80911127

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