Portfolio Manager - Watford, United Kingdom - Burton Bolton & Rose Recruitment Services Limited

Burton Bolton & Rose Recruitment Services Limited
Burton Bolton & Rose Recruitment Services Limited
Verified Company
Watford, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Portfolio Manager

Watford, Hertfordshire

£65,000 + Pension


A qualified Portfolio Manager is required to manage a portfolio of commercial client accounts, 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
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