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 Fareham, known for its growth and innovation.
- Benefits: Enjoy flexible working options, excellent benefits, and great career prospects.
- Why this job: Build lasting client relationships while working collaboratively in a supportive team 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 Fareham. 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 (Fareham)
✨Tip Number 1
Network with professionals in the accounting field, especially those who work in or around Fareham. Attend local industry events or join relevant online forums to connect with potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the specific software mentioned in the job description, like 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 successfully built relationships and resolved client queries, as this will showcase your ability to provide excellent service.
✨Tip Number 4
Research the firm’s values and culture to align your approach during interviews. Understanding their collaborative working style will help you articulate how you can contribute positively to their team dynamics.
We think you need these skills to ace Accounts/Portfolio Manager (Fareham)
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 Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the firm. Mention your experience with small and medium-sized companies and how you can provide excellent service to clients.
Highlight Client Relationship Skills: In your application, emphasise your ability to build long-lasting client relationships. Provide examples of how you've successfully managed client queries and maintained communication in previous roles.
Showcase Team Collaboration: Demonstrate your collaborative working approach by mentioning experiences where you worked effectively within a team. This will show that you can build productive relationships with colleagues, which is essential for this role.
How to prepare for a job interview at Accountancy Expertise Ltd
✨Know Your Portfolio
Familiarise yourself with the types of clients you will be managing. Understand their industries and specific needs, as this will help you demonstrate your ability to provide tailored services during the interview.
✨Showcase Your Qualifications
Be prepared to discuss your professional qualifications, such as ACCA or ACA, and how your experience aligns with the role. Highlight any relevant projects or achievements that showcase your expertise in managing accounts.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. This is crucial for the role, so be ready to discuss your approach to client communication and problem-solving.
✨Familiarity with Accounting Software
Brush up on your knowledge of accounting software like Xero, Sage, and QuickBooks. Be ready to discuss how you've used these tools in your previous roles and how they can benefit the firm and its clients.
