Accounts Portfolio Manager - Redhill

AJ Chambers
Redhill, Surrey
05 Jul 2018
04 Aug 2018
Job Role
Qualification Level
Fully qualified
Professional Membership
Seniority Level
Contract Type
Full time, Permanent

We are recruiting for a highly successful Top 100 Firm, who are looking for an Accounts Portfolio Manager to join their team. The ideal candidate will already be a Portfolio manager, or will be someone with client management experience.

Role Responsibilities:

  • Meeting and speaking with clients in a professional and confident manner
  • Be the main point of contact and face of the company for clients within the portfolio, nurturing relationships and maintaining a high-level of quality at all times
  • Meeting and signing up new prospective clients to grow your client portfolio
  • Preparation of clients accounts
  • Preparation of company tax returns, VAT returns, personal tax returns
  • Bookkeeping
  • Assisting the partner in servicing and meeting with clients generally
  • Drafting payroll, CIS, P11d’s etc as required

Portfolio Manager Requirements:

  • ACA/ACCA Qualified or Equivalent
  • Accounts Experience
  • 3+ Years Practice Experience 
  • Able to demonstrate ability to manage Clients
  • Good communication skills, both internally and externally
  • Self-motivated with an outgoing personality
  • Able to work in a fast-moving environment to tight deadlines

For further information on this Portfolio Manager role, please contact Harry Ellis at AJ Chambers

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