Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a diverse portfolio of clients and handle all aspects of their accounts.
- Company: Join a forward-thinking firm of Chartered Accountants in Chichester.
- Benefits: Enjoy flexible working, excellent benefits, and great career prospects.
- Why this job: Build lasting client relationships while working in a collaborative and supportive environment.
- Qualifications: Professional qualification (ACCA/ACA) and 2-3 years UK accounts experience required.
- Other info: Familiarity with software like Xero, Sage, and QuickBooks is a plus.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a forward thinking, established firm of Chartered Accountants are seeking an Accounts/Portfolio Manager to join their growing team in Chichester. The role will involve being responsible for your own mixed portfolio of clients, dealing with all aspects of their accounts.
- Managing a portfolio of small and medium sized companies in various sectors
- Providing excellent service to your clients; being their point of contact for day-to-day queries
- Preparing and reviewing a wide range of accounts
- Building long lasting client relationships
- Building productive relationships with team members and colleagues, adopting a collaborative working approach
- Working to deadlines and within budget
You will also liaise with clients regularly, ensuring all their demands are met and reviewing their records. You will ideally hold a professional qualification such as ACCA/ACA or equivalent and have at least 2-3 years post qualification UK accounts experience in practice. A good working knowledge of software such as Xero, Sage and QuickBooks would be an advantage. The firm offers flexible working, as well as excellent benefits and prospects.
Contact Detail:
Accountancy Expertise Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts/Portfolio Manager (Chichester)
✨Tip Number 1
Network with professionals in the accounting field, especially those who work in or around Chichester. Attend local industry events or join relevant online forums to connect with potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with the specific software mentioned in the job description, such as Xero, Sage, and QuickBooks. Consider taking short online courses or tutorials to boost your confidence and demonstrate your commitment to mastering these tools.
✨Tip Number 3
Prepare to discuss your experience managing client portfolios during interviews. Think of specific examples where you've successfully built relationships and resolved issues, as this will showcase your ability to provide excellent service.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their values, culture, and the sectors they serve. This knowledge will allow you to tailor your responses and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Accounts/Portfolio Manager (Chichester)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing accounts and portfolios. Emphasise your qualifications, such as ACCA/ACA, and any specific software knowledge like Xero, Sage, or QuickBooks.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your experience with small and medium-sized companies and how you can provide excellent service to clients.
Showcase Your Client Relationship Skills: Provide examples of how you've built long-lasting relationships with clients in previous roles. Highlight your communication skills and ability to handle day-to-day queries effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. A well-presented application reflects your attention to detail, which is crucial in an accounts management role.
How to prepare for a job interview at Accountancy Expertise Ltd
✨Know Your Portfolio
Before the interview, make sure you understand the types of clients you will be managing. Research common challenges faced by small and medium-sized companies in various sectors to demonstrate your knowledge and readiness to tackle their needs.
✨Showcase Your Qualifications
Be prepared to discuss your professional qualifications, such as ACCA or ACA, and how they relate to the role. Highlight your 2-3 years of post-qualification experience and any specific achievements that showcase your expertise in managing accounts.
✨Demonstrate Client Relationship Skills
Since building long-lasting client relationships is key, come equipped with examples of how you've successfully managed client interactions in the past. Discuss your approach to providing excellent service and handling day-to-day queries.
✨Familiarise Yourself with Relevant Software
Brush up on your knowledge of accounting software like Xero, Sage, and QuickBooks. Be ready to discuss your experience with these tools and how they can enhance your efficiency in managing client accounts.
