Portfolio Manager

Portfolio Manager

Location: Bolton

Salary: 45-55k per annum

Experience: ACA or ACCA qualified (or part-qualified with significant portfolio and team management experience)

The Role

We are looking for an exceptional Portfolio Manager to join a busy Bolton accounting team and hit the ground running with their own portfolio of limited company clients.

You will have a direct, supportive team consisting of an Accountant and a Bookkeeper, enabling you to focus on delivering an exemplary service, providing proactive advice, and building strong long-term client relationships.

What you will be doing

• Providing excellent service, support and proactive business advice to a portfolio of limited company clients
• Managing and reviewing statutory and management accounts from planning through to completion, ensuring compliance with HMRC and Companies House standards and deadlines
• Managing and reviewing ...