Portfolio Manager

Job Title: Portfolio Manager
Contract Type: Permanent
Location: Lancashire
Salary: 25 days holiday + flexi hours
Reference: 3841886_1614804760
Contact Name: Emma Pasquill
Contact Email:
Job Published: March 03, 2021 20:52

Job Description

This firm of Chartered Accountants are looking to speak with an ambitious accountant seeking progression.

Your new firm
A growing firm of Chartered Accountants, based in Lancashire are looking at open their next office and with this are keen to appoint an ambitious qualified (ACA / ACCA / CTA) accountant who can work closely with them to help with the growth and success of this office.

The firm are a well established general practice who provide compliance, audit, outsourcing and advisory services to a range of individuals, businesses and groups across the Lancashire region and further afield. The firm are keen to speak with individuals who are situated in Lancashire or the South Lakes region.

Your new role
In this role you will manage a portfolio of clients coordinating and delivering a range of general practice services to these clients. You will work closely with the partner to build your presence in the area which you will look to grow over a period of time through referrals and networking. Dependent on your experience there is also the option to gain involvement in the practice management of this office with progression to partnership for the right individual.

What you'll need to succeed
The firm are seeking an ambitious qualified accountant (ACA / ACCA / CTA) who has trained within a general practice and is looking to progress within the profession. You must have a proven track record of managing and nurturing a client portfolio and demonstrate strong leadership skills. The partners will consider recently qualified accountants who need to be mentored and developed into this role through to experienced managers who feel they have hit their ceiling in their current firm. The role could be based in Lancashire or the South Lakes dependent on the successful candidate.

What you'll get in return
This is a fantastic opportunity to really carve out your career within the profession in a progressive and growing firm. You will receive a competitive salary (DOE and level upon entry, plus 25 days holiday, parking, funded CPD & Subs and the opportunity to progress through to partnership in Lancashire.

What you need to do now
If you're interested in this job opportunity and are operating as a newly qualified accountant or portfolio manager, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this Lancashire / South Lakes job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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