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Portfolio Manager, Medical

Location: GREATER MANCHESTER, LANCASHIRE Salary: 30000 - 40000 GBP Per Annum
Sector: Finance Job Type: Permanent
Shift Type: FULL TIME Applications: N/A
Posted: 12 months ago Reference: 3055625
Our client, a leading accountancy practice is currently looking to recruit a qualified or qualified by experience Portfolio Manager to join their medical accounts department.

Your client base will include: GP Practices, individual doctors and associated medical businesses. This role would suit someone with a background in general practice. 

Key Responsibilities:

-Manage and develop a portfolio of clients
-Reviewing of accounts files to maintain standards, accuracy and quality and ensuring they comply with internal standards.
-Ensuring file is as near to completion as practicably possible and recording notes and review points for partner attention, enabling their review time to be kept to a minimum
-Ability to manage a client portfolio, WIP, fees and debtors
-Identify and action opportunities to cross sell
-Ability to prepare a report or letter to a client providing more complex technical analysis in support of advice
-Maintain client relationships and confidentiality
-Liaise with clients to ensure job progresses smoothly
-Be competent and professional
-Maintain cross service line relationships
-Completing assignments for partners to level required
-Liaise with taxation team in order to ensure tax deadlines of clients are met
-Ability to prepare agenda and meeting/ benchmark pack for an effective client meeting, taking the meeting and dealing with the action points arising
-Meeting KPI's in line with targets
-Preparation of monthly drawings forecasts for clients
-Preparation and review of annual GP superannuation certificates and forecasts

Person Specification

-Professionally qualified, ACA, ACCA 
-Previous experience in a similar role or environment
-Ability to organise and manage time effectively and efficiently - understanding fee budgets and managing team's time

If you feel that you have the practice background and experience for this role then contact Laura Banks direct to:
Please attach an up to date cv for a brief summary of your suitability.
Alternatively contact me on tel: 0161 8301690

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