Client Portfolio Manager

Client Portfolio Manager
Up to 60K Dependent on experience
Hybrid after probationary period

Acorn by Synerige is currently seeking a highly skilled and experienced Portfolio Manager to join their client's dynamic team in Chard. As a leading firm in the financial industry, we are dedicated to providing our esteemed clients with top-notch services and we strive to attract the best talents to join our team.

The ideal candidate for this position should possess a minimum of 3 years of practice experience and should be ACCA qualified or have proven experience. The role will primarily involve managing your own portfolio of clients, therefore, strong organisational and time-management skills are essential.

As a Portfolio Manager, your key responsibilities will include overseeing and managing the financial accounts of our clients. You will be responsible for providing a high level of technical expertise and support to our clients, and ensuring that their financial needs are met and exceeded. You will also be expected to conduct regular portfolio reviews, maintain accurate records, and provide insightful financial reports to our clients.

It is crucial for the successful candidate to be proficient in all accounting practices and have a thorough understanding of the latest financial regulations and guidelines. You will be required to use your knowledge and skills to provide strategic and sound financial advice to our clients, and to ensure that their investments are managed and monitored effectively.

Our clients' portfolios range from £150k to £200k, therefore, the ideal candidate should have experience in managing similar size portfolios. Your ability to build and maintain client relationships, and to successfully manage their portfolios, will be key to your success in this role.

Although not essential, a background in healthcare will be highly desirable for this position. Our clients include several leading healthcare professionals, and having an understanding of the industry will be a valuable asset in managing their financial portfolios.

We are looking for someone who is highly motivated, self-driven, and has a passion for providing exceptional customer service. As a Portfolio Manager, you will play a pivotal role in our firm, and we are looking for someone who shares our vision and values.

If you would like to find out more please submit your CV.

Acorn by Synergie acts as an employment agency for permanent recruitment.