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For Companies At a Glance
- Tasks: Manage a diverse portfolio of owner-managed businesses and support junior staff.
- Company: Join a well-established and growing accountancy firm in Exeter.
- Benefits: Enjoy competitive salary, flexible working, and generous holiday allowance.
- Why this job: Be part of a client-focused team with opportunities for career development and mentorship.
- Qualifications: ACA/ACCA qualified with relevant experience and strong communication skills.
- Other info: Experience with cloud-based systems is a plus; remote work options available.
The predicted salary is between 36000 - 60000 £ per year.
A well-established and growing accountancy firm is looking to appoint a Client Portfolio Manager to join their team, with the opportunity to be based in Exeter. This is a varied and client-focused role involving the management of a portfolio of owner-managed businesses, including sole traders, partnerships, and limited companies.
Key Responsibilities:
- Reviewing and planning accounts work for a mixed client portfolio
- Supporting and mentoring junior staff, including budget planning and file reviews
- Liaising directly with clients to resolve queries and finalise accounts
- Preparing management accounts and offering insightful commentary
- Handling tax planning (personal and corporate), dividends, and VAT reviews
- Advising clients on tax liabilities and providing ad hoc financial guidance
- Attending client meetings (both in person and online)
- Overseeing deadlines, workflow, and billing across the portfolio
What Our Client is Looking For:
- ACA/ACCA qualified with experience in a similar role within practice
- Strong communication and organisational skills
- Confidently managing client relationships and leading a team
- Familiarity with cloud-based systems like Xero, QuickBooks, and Sage is desirable
- Experience with Digita or CCH is a bonus, not essential
What’s on Offer:
- Competitive salary and bonus scheme
- 22+ days holiday (plus bank holidays), increasing with service
- Up to 5% employer pension contribution
- Flexibility around working patterns, including part-home working
- Career development, paid training, and support for further progression
If this role is something which suits what you are looking for in your next career move, then please do apply or get in touch.
Client Portfolio Manager employer: Autograph Recruitment
Contact Detail:
Autograph Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager
✨Tip Number 1
Familiarise yourself with the specific accounting software mentioned in the job description, such as Xero, QuickBooks, and Sage. Being able to demonstrate your proficiency in these tools during interviews can set you apart from other candidates.
✨Tip Number 2
Prepare to discuss your experience in managing client relationships. Think of specific examples where you've successfully resolved client queries or provided valuable financial guidance, as this will showcase your ability to excel in a client-focused role.
✨Tip Number 3
Highlight your mentoring experience when speaking with us. If you've supported junior staff in previous roles, be ready to share how you approached this responsibility and the positive outcomes that resulted from your guidance.
✨Tip Number 4
Research the firm’s culture and values before your interview. Understanding their approach to client management and team dynamics will help you align your responses with what they are looking for, making you a more attractive candidate.
We think you need these skills to ace Client Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your ACA/ACCA qualifications and relevant experience in accountancy. Emphasise your skills in managing client relationships and mentoring junior staff, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Client Portfolio Manager position. Mention specific experiences that demonstrate your ability to handle tax planning, prepare management accounts, and liaise with clients effectively.
Showcase Relevant Skills: Highlight your familiarity with cloud-based systems like Xero, QuickBooks, and Sage. If you have experience with Digita or CCH, be sure to mention it, as this could set you apart from other candidates.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in accountancy roles.
How to prepare for a job interview at Autograph Recruitment
✨Showcase Your Qualifications
Make sure to highlight your ACA/ACCA qualifications and any relevant experience in a similar role. Be prepared to discuss specific examples of how you've successfully managed client portfolios in the past.
✨Demonstrate Strong Communication Skills
Since this role involves liaising directly with clients, it's crucial to exhibit your communication skills during the interview. Practice explaining complex financial concepts in simple terms, as this will show your ability to connect with clients effectively.
✨Familiarise Yourself with Relevant Software
If you have experience with cloud-based systems like Xero, QuickBooks, or Sage, be ready to discuss it. If not, take some time to learn the basics of these platforms, as familiarity can set you apart from other candidates.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle client relationships. Think of scenarios where you've had to resolve client queries or manage deadlines, and be ready to share those experiences.
