Portfolio Manager

Ruislip, Middlesex, United Kingdom
Job Type
£55,000 + Pension


A Portfolio Manager is required to join a very established firm of Chartered Accountants and managing a very diverse pool of clients.


Some of your duties will include:


  • Managing a portfolio of 100+ clients and developing successful business relationships
  • Working on behalf of SME clients, sole traders, partnerships and Limited Companies
  • Overseeing client bookkeeping function ensuring accounts are up to date
  • Preparing monthly management accounts and preparing P+L reports for clients
  • Completing year-end accounts, producing statement accounts for Companies House
  • Overseeing the preparation of personal tax, corporate tax and annual tax returns


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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