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For Companies At a Glance
- Tasks: Manage a diverse portfolio of clients and handle their accounts.
- Company: Join a forward-thinking firm of Chartered Accountants in Chichester.
- Benefits: Enjoy flexible working, excellent perks, and growth opportunities.
- Why this job: Build lasting client relationships while working in a collaborative environment.
- Qualifications: Professional qualification (ACCA/ACA) and 2-3 years UK accounts experience required.
- Other info: Familiarity with Xero, Sage, or 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 a Portfolio Manager to join their team in Chichester. This role has arisen due to expansion and will involve being responsible for your own mixed portfolio of clients, dealing with all aspects of their accounts.
Key duties:
- 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.
Portfolio Manager (Chichester) employer: Accountancy Expertise Ltd
Contact Detail:
Accountancy Expertise Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager (Chichester)
✨Tip Number 1
Network with professionals in the accounting field, especially those who work in or have connections to Chichester. Attend local industry events or join relevant online forums to make valuable contacts that could help you learn more about the firm and its culture.
✨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 enhance your skills, which will demonstrate your commitment and readiness for the role.
✨Tip Number 3
Research the firm’s values and recent developments in the accounting sector. Being able to discuss how your personal values align with theirs during an interview can set you apart from other candidates.
✨Tip Number 4
Prepare examples of how you've successfully managed client relationships in the past. Think of specific situations where you went above and beyond to meet client needs, as this will showcase your ability to provide excellent service, a key aspect of the role.
We think you need these skills to ace Portfolio Manager (Chichester)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing portfolios, client relationships, and your proficiency with accounting software like Xero, Sage, or QuickBooks. Use specific examples to demonstrate your skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention your professional qualifications (ACCA/ACA) and how your 2-3 years of post-qualification experience make you a perfect fit for their team.
Highlight Client Management Skills: In your application, emphasise your ability to build long-lasting client relationships and provide excellent service. Include examples of how you've successfully managed client queries and expectations in the past.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Portfolio Manager.
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 your 2-3 years of post-qualification experience has equipped you for this role. Highlight specific examples where you've successfully managed accounts or improved client relationships.
✨Demonstrate Client Relationship Skills
Since building long-lasting client relationships is key, think of examples from your past roles where you’ve excelled in client communication. Be ready to explain how you handle day-to-day queries and ensure client satisfaction.
✨Familiarise Yourself with Relevant Software
Brush up on your knowledge of accounting software like Xero, Sage, and QuickBooks. If you have experience with these tools, be ready to discuss how you’ve used them to enhance your efficiency and accuracy in managing accounts.
