img
Permanent

Portfolio Manager

Reed
Gerrards Cross
money-bag £10000 - £500000 Annual
Posted: 27 October 2026 (Yesterday)
Closing date: 26 November 2026
Ref: 3200948760

We are seeking a Portfolio Manager who demonstrates independence in client management and technical decision-making. This role is ideal for someone ready to manage a portfolio of clients with minimal supervision, ensuring high standards in financial management and client satisfaction. Day-to-day of the role: Independently manage a portfolio of clients, including setting up clients, defining scope of work, agreeing on budgets, and executing work to the highest standards. Submit all management accounts and VATs on time, maintaining a high standard of review. Potentially manage one or more direct reports, handling day-to-day queries and reviewing their work to ensure top quality. Ensure all statutory accounts are booked within 3 months of the year-end and completed within 6 weeks of booking. Assess workload of direct reports and ensure optimal productivity, raising any issues with the Senior Manager or Director. Required Skills and Qualifications: Proven experience in portfolio management and direct staff management. Strong technical skills in bookkeeping and quarterly VAT returns. Knowledge of cross-border VAT, land-based VAT rules, goods vs services basis rules, reverse charge cross-border, and construction scheme. Up-to-date knowledge of advancements in the accounting system market to drive process improvement and efficiency. Leadership skills, including the ability to resolve issues proactively and lead by example. Ability to drive process change and look for efficiency ..... full job details .....

Other jobs of interest...

Hackajob Ltd
City Of Westminster5 days ago
money-bag999999.00-999999.00 Annual
Hackajob Ltd
South West London1 week ago
money-bag£100,000
TXP
London2 weeks ago
money-bag£575 - £650/day
TXP
London2 weeks ago
money-bag575.00-575.00 Daily

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!