A qualified Portfolio Manager is required to manage a varied portfolio of clients, 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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