PORTFOLIO MANAGER – CHARD

Lentells is an accountancy practice who employ over 80 staff members across 3 offices in Devon and Somerset. We are now looking to recruit for a portfolio manager to join our team in our Chard office on a permanent basis. The main duties of this role include: Responsible for managing a portfolio of clients. Supporting the Directors with providing a range of accounting and tax services to our varied portfolio of clients. You will ensure that our clients' expectations are met in a timely and efficient manner. Being the main contact to our clients on a day-to-day basis. Being responsible for mentoring and training junior staff members. The ideal candidate will have: Qualified ACCA or ACA is preferred, but if not qualified must have proven practice experience. Minimum of 5 years experience. Essential Skill Requirements: All applicants MUST be eligible to work in the UK. Positive, can-do attitude who is willing to learn. Resilient, able to work independently and prioritize tasks. Outgoing, confident and able to work well under pressure. Takes own initiative and is organized and able to meet deadlines. Professional and team player. Good knowledge of Excel and Word. Excellent verbal and written communication skills. Ability to learn new IT skills. Previous experience of managing a portfolio of clients. Knowledge or experience of medical accounting is an advantage. Recent practical experience of producing accounts and dealing with clients directly. Experience of training junior staff/managing a team is an advantage. Benefits include: Competitive salary with regular salary reviews. 25 days annual leave, plus bank holidays. Private medical cover upon completion of a probationary period. Company pension. Hybrid working available subject to qualifying criteria. Free on-site parking. Sick pay. We are a registered Mindful Employer. Opportunities to undertake further qualifications and career progression are available for the right candidates. Part-time would be considered. Please apply via our website or send your CV and covering letter to HR@Lentells.co.uk. Chard Office

17-18 Leach Road Chard Business Park Chard Somerset TA20 1FA

chard@lentells.co.uk 01460 64441

#J-18808-Ljbffr