2 of 2 Permanent Portfolio Management Jobs in Devon

Accounts Manager or Junior Manager - Hybrid - Totnes - Client Portfolio Responsibility + Career Progression Location: Totnes, Devon - Hybrid (3 dpw on-site) Salary: Competitive DOE Benefits: 20 days holiday + Bank Holidays, Extra day off for Xmas, 0.5 days extra holiday per year, Flexi Hours (around core 9.30am - 4pm hours), Medicash Plan, Online discounts, 24 hour employee helpline, Professional subscription … modern, flexible hybrid working environment. The Candidate: This opportunity would suit either an experienced manager seeking a fresh challenge, or a motivated professional ready to step up into a management role. The client is open to shaping the position around the right candidate's experience and development goals. For the Accounts Manager position, you will be ACA or ACCA … qualified (or QBE) with at least 1 year of recent post-qualification experience. You will be confident managing a client portfolio independently, delivering tax and advisory services, and supporting more junior team members. For the Junior Manager position, you will be minimum AAT Level 4 qualified, ideally studying towards ACA or ACCA, and looking to move into a role More ❯

opportunity is ideal for a qualified, experienced accountant (ACCA/ACA) ready to operate as the right hand to a Partner. With two roles available, one offers a general portfolio focus, while the other has a preference for experience within the healthcare or medical sector. Candidates must have excellent technical expertise across accounts and tax, and a strong track … years for the right individual. The Role: These are senior-level hybrid roles based in Newton Abbot, each supporting a designated Partner with full oversight of client portfolio delivery. You will act as a key liaison between the Partner and team, ensuring accurate, timely account management and supporting client needs across tax, VAT, accounts prep, forecasting, and advisory. … While both roles involve similar core responsibilities, one has a preference for candidates with experience in the medical/healthcare space, due to the portfolio's sector profile. Responsibilities: Manage and review client files and portfolios across sole traders, partnerships, and limited companies. Ensure accounts and documentation are complete and ready for Partner sign-off within deadlines. Provide tax More ❯