Portfolio Manager

Portfolio Manager

Hayes, Middlesex

£70,000 + Pension + Parking

A qualified Portfolio Manager is required to manage a portfolio of clients, this is a senior role which requires an experienced person.

Some of your duties will include:

- Managing a portfolio of clients and co-ordinating their accounting requirements

- Liaising extremely with clients and providing financial information and advice

- Maintaining accounting records and preparing annual accounts and management

- Reviewing client systems and performing tests to check financial information

- Producing reports and recommendations following internal or annual audits

- Advising clients on tax planning and assisting them to minimise tax liabilities

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