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Financial Portfolio Specialist
2 weeks ago
Are you a seasoned finance professional looking for a new challenge? Do you have experience in managing a portfolio and staff?
About the Role:- Deliver strategic financial guidance and business growth support to clients.
- Ensure compliance with accounting standards and tax regulations.
- Build and nurture client relationships through regular meetings and strategic advice.
- Mentor and oversee junior staff, supporting career development and performance.
- Drive efficient team workflow and meet individual and organisational key performance indicators.
- Identify opportunities for new business and contribute to firm expansion.
This growing advisory practice has tripled its client base through a strong focus on client relationships and strategic business support. With a collaborative culture and a people-first approach, the firm offers expert tax, compliance, and advisory services.
The ideal candidate will be an experienced accountant with expertise in financial planning, budgeting, and team leadership. They should have excellent communication skills, a proactive approach, and a passion for delivering exceptional client service.
