Portfolio Manager - Burton Bolton & Rose Recruitment Services Limited : Job Details

Portfolio Manager

Pinner, Middlesex

£60,000 + Pension

49701731A

If you are seeking a position with a very successful firm of Accountants then this position for a Portfolio Manager managing your own portfolio of clients will suit you.

Some of your duties will include:

- Managing a portfolio of clients and administering their accounts function

- Dealing with SMEs such a Partnerships, Sole Trader and Limited Companies

- Liaising extensively with clients and building successful business relationships

- Overseeing their book keeping function to ensure accurate records are kept

- Preparing management accounts for clients and reviewing results on their behalf

- Completing statutory year end accounts and submitting annual returns

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