Portfolio Manager

Bennett And Game Recruitment; Chichester; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

An exciting opportunity for a Qualified Accountant to join a reputable firm in Chichester. The role is suitable for ACA or ACCA qualified candidates with experience managing client portfolios. The position offers career progression and a mix of onsite and remote work.

Benefits

Holiday scheme allowing buy or sell of up to 5 days annually.

4 days onsite and 1 day remote work after probation.

Qualifications

• Confident ACA or ACCA qualified accountant with PQE.
• Experience managing a growing portfolio of high-net-worth clients.

Responsibilities

• Preparation and review of accounts for various entities.
• Finalising year-end accounts and quarterly VAT returns.
• Overseeing junior accounts staff.

Skills

Communication

Client Management

Flexibility

Education

ACA

ACCA

Tools

IRIS

Sage

Xero

QuickBooks

Job description

An exciting opportunity has arisen for a Qualified Accountant to join a reputable accountancy firm in Chichester, West Sussex, on a full-time, permanent basis. The role is suitable for an ACA or ACCA qualified Senior Accountant with solid experience managing their own client portfolio. Candidates should have a few years of PQE with ACA or ACCA and be ambitious to grow within the company, seeking long-term career progression.

Responsibilities

1. Preparation and review of accounts for sole traders, partnerships, HNWIs, OMBs, limited companies, and charities.
2. Finalising year-end accounts, monthly bookkeeping, and quarterly VAT returns.
3. Preparation of income tax and corporation tax computations and returns.
4. Overseeing and supporting junior accounts staff in transactional tasks and review work.
5. Working in a busy, fast-paced practice with a diverse client base.

Candidate Requirements

1. Confident, ACA or ACCA qualified accountant with PQE.
2. Excellent written and oral communication skills.
3. Experience managing a growing portfolio of high-net-worth clients.
4. Flexible and enthusiastic about the company and its clients.
5. Experience with software such as IRIS, Sage, Xero, and QuickBooks.
6. Must have a valid driver’s license and own vehicle.

Portfolio Manager Salary & Benefits

• Permanent, full-time role (37.5 hours/week: 9am-5.30pm, with 1-hour lunch).
• 4 days onsite and 1 day remote work (post-probation).
• Holiday scheme allowing buy or sell of up to 5 days annually.

Bennett and Game Recruitment is a multi-disciplinary technical recruitment agency based in Chichester, operating across the UK with industry-specific teams. We act as a recruitment agency and process your data in accordance with GDPR, seeking your consent to contact you and process your application.