Portfolio Manager

Potters Bar
45000.00 - 55000.00 GBP Annual + GBP45000 - GBP55000/annum benefits
09 Mar 2017
23 Mar 2017
Contract Type
Full Time
Portfolio Manager

* Fantastic opportunity with a well established Accountancy practice in Potters Bar
* Clear progression to Partnership level

Our Client
Aston Tate are currently on the lookout for a Portfolio Manager to work for a well-established accountancy practice based in Potters Bar. My client provides accountancy, audit and tax services and strategic advice to private clients, companies, entrepreneurs and their businesses. At the core of the practice is a very personal, high level service to their clients.

Roles and Responsibilities of a Portfolio Manager:

* Managing all aspects of their allocated client portfolio; including planning, the execution of the work, drafting of correspondence and billing. The work will include the requisite elements of the work from start to completion on accounting, tax and audit.
* Planning work and allocating appropriate resources to ensure that work is completed in a timely manner and to a high standard; reviewing work and giving feedback to junior staff.
* Acting as the main point of contact for the clients in the portfolio and corresponding with them in the most appropriate way.
* Dealing with the HMR&C, investment managers, lawyers and other third parties.
* Assisting with other ad hoc assignments in relation to the financial affairs of clients.
* Assisting with marketing the firm and attending networking events with
* co-professionals, as appropriate.

The ideal candidate for this Portfolio Manager role must have the following essential experience:

* Qualified ACA/ACCA with post qualification experience
* A strong general accountancy background, including personal tax.
* Effective client handling/service skills
* Confidence in dealing with the HMR&C, bankers and investment managers.
* Able to take responsibility and 'own' assignments and use initiative and flair;
* Experienced in coaching and delegating to staff and able to organise and review the work of junior staff,
* Strong communication skills so that you are able to deal with clients verbally or in writing.
* Flexible working attitude. Must be able to work on a number of clients' affairs at the same time.
* Organised and methodical approach
* Good IT skills - including proficient use of Excel and Word

What's on Offer:

GBP45,000 - GBP55,000 depending on experience

If you have the relevant experience for the Portfolio Manager position in Potters Bar, please call us or email your updated CV across to one of our consultants at Aston Tate