Portfolio Manager

London, NW10, United Kingdom
Job Type
£80,000 + Pension + Parking


A qualified Portfolio Manager is required to manage a varied portfolio of clients, this is a senior role which requires an experiences 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


Regrettably, we are not able to respond to job applicants who are not shortlisted. For new job alerts follow us on Twitter - @BBR_Recruitment,  Instagram – BurtonBoltonRose, Facebook – Burton Bolton & Rose  and LinkedIn – Burton Bolton & Rose

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