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- Tasks: Manage client portfolios, prepare financial statements, and support junior staff.
- Company: Fletcher George is a dynamic financial recruitment agency focused on inclusivity and career growth.
- Benefits: Enjoy flexible working options, regular training, and a competitive salary of £50k - £80k.
- Why this job: Join a growing company with opportunities for progression and a supportive work culture.
- Qualifications: Must be ACA/ACCA qualified with 3-5 years of post-qualification experience.
- Other info: Referrals can earn you up to £500 in vouchers; we value diversity in our applicants.
The predicted salary is between 40000 - 64000 £ per year.
Are you a talented ACA or ACCA or the equivalent Senior Accountant who wishes to make an exciting career move with a genuine opportunity for progression? If you are ready to further your accountancy career and be a key player in a growing and ambitious company, please apply.
As a portfolio manager, you will provide excellent support on the best tax, accounting or day-to-day practices, systems or processes while:
- Developing and growing your client portfolio through Business Development opportunities, providing initial consultation calls and sending out proposals to new leads.
- Completion of the preparation, review & submission of year-end company financial statements and tax returns.
- Preparation, review & presentation of management accounts.
- Review self-assessment tax returns.
- Being involved with business reporting, WIP and monthly billing reviews.
- Supporting and supervising more junior staff members.
About You:
- An ACA/ACCA or equivalent with most likely at least 3-5 years post-qualification experience in practice.
- You will be a motivated and organised individual who can lead a portfolio of clients as well as meet deadlines.
- You will be conversant with the latest Cloud-based accounting technology such as Xero and enjoy adopting new tech.
What is on Offer?
- You will have the choice to work flexibly, with a few days working from home if you wish and the rest in the office; wherever you feel most comfortable and productive to get the work done.
- You will receive regular training, and you’ll be given time to ensure that you keep up to date with the latest changes in accounting, taxation and technology.
- A competitive salary guide of £50k - £80k set by Fletcher George, depending on qualifications and experience.
Location: The role is commutable from Hersham, Kingston, Weybridge, Walton, Esher, Cobham, Addlestone and the surrounding area.
Next steps – please apply to this Practice Accountant Portfolio Manager role and we will aim to reply to all suitable applicants within 48 hours.
Fletcher George is an inclusive Surrey based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.
We are an accountancy and finance recruitment agency acting as an Employment Agency.
Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme is on our website.
Practice Accountant Portfolio Manager employer: FLETCHER GEORGE
Contact Detail:
FLETCHER GEORGE Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Accountant Portfolio Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who are already working as portfolio managers. Attend industry events or webinars to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the latest cloud-based accounting technologies, particularly Xero, as this is a key requirement for the role. Consider taking online courses or certifications to enhance your skills and demonstrate your commitment to adopting new tech.
✨Tip Number 3
Prepare to discuss your experience in business development during interviews. Think of specific examples where you've successfully grown a client portfolio or improved client relationships, as this will showcase your ability to contribute to the company's growth.
✨Tip Number 4
Research the company culture and values of Fletcher George. Understanding their commitment to diversity and inclusion can help you tailor your conversations and show how you align with their mission during the interview process.
We think you need these skills to ace Practice Accountant Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your ACA/ACCA qualifications and relevant experience in practice. Emphasise your skills in managing client portfolios, preparing financial statements, and using cloud-based accounting technology like Xero.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your ability to lead a portfolio of clients. Mention specific examples of how you've contributed to business development or improved processes in previous roles.
Highlight Relevant Experience: In your application, focus on your 3-5 years of post-qualification experience. Detail your involvement in preparing management accounts, tax returns, and supervising junior staff, as these are key aspects of the role.
Showcase Your Tech Savviness: Since the role requires familiarity with cloud-based accounting technology, mention any relevant software you’ve used. Discuss your willingness to adopt new technologies and how it has benefited your previous work.
How to prepare for a job interview at FLETCHER GEORGE
✨Showcase Your Qualifications
Make sure to highlight your ACA or ACCA qualifications during the interview. Discuss your post-qualification experience and how it has prepared you for the role of a Practice Accountant Portfolio Manager.
✨Demonstrate Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Talk about your approach to business development and how you've grown client relationships.
✨Familiarise Yourself with Cloud Accounting Tools
Since the role requires knowledge of cloud-based accounting technology like Xero, be ready to discuss your experience with these tools. If you’ve adopted new tech in your previous roles, share those experiences.
✨Prepare for Technical Questions
Expect questions related to tax, accounting practices, and financial statements. Brush up on the latest changes in accounting and taxation to demonstrate your commitment to staying current in the field.
