Portfolio Manager

Harrow, Middlesex, United Kingdom
Job Type
£55,000 + Pension + Private Medical Insurance


This successful firm of local Chartered Accountants currently require the assistance of a hardworking and professional Portfolio Manager to join their team and take over a wide range of client accounts.


Some of your duties will include:


  • - Managing a portfolio of existing client accounts and developing new business opportunities
  • - Acting as main point of contact for clients and planning their monthly and annual accounting needs
  • - Ensuring client day to day bookkeeping and payroll requirements are completed efficiently
  • - Reviewing VAT returns and completing annual personal and corporation tax returns
  • - Preparing statutory annual accounts and submitting statutory returns to Companies House
  • - Delivering an advisory service to clients on budgeting, forecasting and business development


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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If you are actively looking for employment, temporary, contract or permanent, please send your CV to nathalie@burtonboltonrose.co.uk.

We will do our very, very best to help you if we can.


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