Trainee Portfolio Associate

🔒 Confidential Employer
Posted 23 April 2026
LOCATION
Gerrards Cross
TYPE
Full-time
LEVEL
Entry-level
CATEGORY
Accounting
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Bank reconciliation Bookkeeping Accounts payable Data entry Client service AAT qualifications

FULL DESCRIPTION

Trainee Portfolio Associate

Location: Gerrards Cross, Buckinghamshire

Salary: Competitive rate

About us:

[Employer hidden — view at passion-project.co.uk] are a well-established and growing Chartered Accountancy firm based in Gerrards Cross, South Buckinghamshire, providing high quality advisory and compliance services in the areas of accountancy, audit and tax to a broad range of clients.

We are a friendly firm of currently around 60 people allowing you to get to know everyone and feel an integral part of the [Employer hidden] team, whilst being large enough to provide a structure that offers development, growth and career progression within the firm.

The role

This is an exciting role and will be most suited to someone with a keen interest in Accountancy, thrives under pressure, is delivery focused, enjoys accountability, has a ‘can-do’ attitude and is looking to improve their skills and competencies through self-development.

Responsibilities include:

  • Bank reconciliation.
  • General bookkeeping
  • Management of accounts payable including data entry of purchase invoices and expenses and organising payment runs.
  • Managing control processes including checking approval and supplier details.
  • Completion of payment runs on the bank for the client.
  • Preparation and submission

Ideal candidate :

  • Organisational skills.
  • Attention to detail.
  • Responsiveness and outstanding client service.
  • Task focused, being able to meet deadlines.
  • A team player, helping the wider team if assistance is required.
  • Have experience within an accounts/bookkeeping role and working towards AAT qualifications.

Contact us:

The successful candidate would be based at our Gerrards Cross offices but there may be travel to clients as necessary.

Please send your CV and covering letter to [contact hidden] or post to 2-4 Packhorse Road, Gerrards Cross, Buckinghamshire, SL9 7QE.

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