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- Tasks: Lead client portfolios, ensuring timely delivery of accounting services and financial advice.
- Company: Join a small, professional organisation focused on tailored accounting solutions and employee growth.
- Benefits: Enjoy 28 days annual leave, a birthday day off, and a discretionary bonus scheme.
- Why this job: Advance your career in a supportive environment with opportunities for professional development.
- Qualifications: Professional qualification in Accounting or Finance and experience managing client portfolios required.
- Other info: Located in Fareham, with free car parking and a focus on work-life balance.
The predicted salary is between 36000 - 60000 £ per year.
This is an excellent opportunity for a Portfolio Manager to lead and manage client portfolios within the Accounting & Finance department. The role is perfect for someone with strong technical expertise and a passion for delivering high-quality services in the business services industry.
The company is a small-sized organisation operating within the business services industry, specifically focused on Accounting & Finance. Known for its professional approach and commitment to excellence, the company provides tailored solutions to its clients while fostering growth and development for its employees.
Responsibilities:
- Manage a portfolio of clients, ensuring timely and accurate delivery of accounting services.
- Oversee the preparation and review of financial statements and tax returns.
- Provide professional advice to clients on accounting and finance-related matters.
- Supervise and support junior team members in their professional development.
- Ensure compliance with all relevant regulations and standards.
- Identify and implement process improvements to enhance efficiency and accuracy.
- Build and maintain strong client relationships to drive satisfaction and retention.
- Report on portfolio performance and contribute to strategic planning initiatives.
Profile:
- A professional qualification in Accounting or Finance (e.g., ACA, ACCA, or equivalent).
- Strong technical knowledge of accounting principles and tax regulations.
- Previous experience managing client portfolios within the business services industry.
- Excellent organisational and time-management skills.
- Confidence in supervising and mentoring junior staff members.
- Proficiency in accounting software and Microsoft Office applications.
- A proactive and solutions-oriented approach to challenges.
- Outstanding communication and interpersonal skills.
- Full UK Driving Licence and access to a car (transport) due to location of offices.
Job Offer:
- A competitive salary in the range TBC Dependent on Experience.
- 28 days annual leave, including Bank Holidays, increasing to a maximum of 33 days.
- An additional 'Holiday' birthday day after successful probation completion.
- A discretionary bonus scheme to reward performance.
- A permanent position located in Fareham with opportunities for career development.
- Free Car Parking.
This is an exciting opportunity for a Portfolio Manager to join a respected small-sized organisation in Fareham. If you are looking to advance your career in the business services industry, we encourage you to apply today!
Portfolio Manager employer: Michael Page Finance
Contact Detail:
Michael Page Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Network with professionals in the Accounting & Finance sector. Attend industry events or join relevant online forums to connect with potential colleagues and clients. This can help you gain insights into the company culture and expectations.
✨Tip Number 2
Research the company thoroughly. Understand their values, services, and client base. Tailoring your conversations during interviews to reflect your knowledge about the company can demonstrate your genuine interest in the role.
✨Tip Number 3
Prepare to discuss your previous experience managing client portfolios. Be ready to share specific examples of how you've delivered high-quality services and improved processes in past roles, as this will showcase your suitability for the position.
✨Tip Number 4
Highlight your leadership skills during the interview. Since the role involves supervising junior team members, be prepared to discuss your mentoring style and any successful outcomes from your previous experiences in guiding others.
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your professional qualifications in Accounting or Finance, as well as your experience managing client portfolios. Use specific examples to demonstrate your technical knowledge and organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering high-quality services in the business services industry. Mention your proactive approach to challenges and how you can contribute to the company's commitment to excellence.
Highlight Relevant Experience: In your application, emphasise your previous experience in overseeing financial statements and tax returns. Discuss any process improvements you've implemented in past roles to enhance efficiency and accuracy.
Showcase Soft Skills: Don't forget to mention your outstanding communication and interpersonal skills. Provide examples of how you've built and maintained strong client relationships and supported junior team members in their development.
How to prepare for a job interview at Michael Page Finance
✨Showcase Your Technical Expertise
As a Portfolio Manager, it's crucial to demonstrate your strong technical knowledge of accounting principles and tax regulations. Be prepared to discuss specific examples from your previous experience that highlight your expertise in these areas.
✨Prepare for Client Relationship Questions
Since building and maintaining strong client relationships is key, think about how you've successfully managed client portfolios in the past. Prepare to share stories that illustrate your ability to drive satisfaction and retention.
✨Highlight Your Leadership Skills
You'll be supervising and mentoring junior team members, so be ready to discuss your leadership style. Share examples of how you've supported others in their professional development and any process improvements you've implemented.
✨Demonstrate Organisational Skills
With the need for excellent organisational and time-management skills, prepare to talk about how you prioritise tasks and manage deadlines. Consider discussing tools or methods you use to stay organised in a fast-paced environment.
