Spencer Clarke Group are currently working alongside an Accountancy Practice based in Preston, Lancashire. We are looking for a highly experienced Portfolio Manager to join their growing team on a Permanent basis.
Our client is looking for someone to join their team who embodies the same approach to their clients and their colleagues, friendly and approachable!
Your role will involve managing a team of up to 3 staff, so experience in distributing workloads and managing staff is essential. Your main duty will be to manage a portfolio of 140-150 clients, with the complete freedom to expand your department and onboard your own clients over time. We are looking for someone who is confident and comfortable dealing with their clients on a face to face basis, including virtually and via email/telephone.
Primarily this role will be office based, our client offers free parking and are based near an accessible route/motorway for those travelling from further afield.
The software used by our client is; Quickbooks, Xero, SAGE and IRIS. Exposure and experience dealing with these software’s is essential to complete the role successfully.
Does this role sound like you? Are you willing to take a new direction in your career?
For more information, please call Lauren at Spencer Clarke Group for an in depth confidential chat about the role.
WHY SPENCER CLARKE?!
Here at Spencer Clarke Group we provide workers with their own dedicated and experience consultant who provide extensive market knowledge!