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For Companies At a Glance
- Tasks: Manage a diverse portfolio of legal clients and deliver exceptional service.
- Company: Ambitious accountancy practice expanding its specialist legal division.
- Benefits: Flexible working options, competitive salary, and opportunities for professional growth.
- Why this job: Join a strategic area and make a real impact in the legal sector.
- Qualifications: ACA or ACCA qualified with strong knowledge of UK GAAP.
- Other info: Dynamic team environment with mentoring opportunities.
The predicted salary is between 36000 - 60000 £ per year.
An ambitious accountancy practice is expanding its specialist legal division and is looking to appoint an experienced Portfolio Manager. Supporting a substantial client base of law firms and individual practitioners across the UK, the new Portfolio Manager will be part of an important strategic area for the business. The individual will have the responsibility for delivering an exceptional service to a growing portfolio of law firms, and be at the forefront of exceeding client expectations while contributing to the firm's continued growth in this niche market.
What You’ll Be Doing
- Taking full responsibility for a portfolio of legal sector clients
- Overseeing statutory accounts, financial reporting and management information
- Providing commercial insight and strategic advice to support client decision-making
- Delivering specialist assignments such as business restructuring, practice valuations, mergers and succession planning
- Coordinating with in-house tax specialists on compliance and advisory matters
- Leading, mentoring and developing a team of part-qualified and qualified staff
- Ensuring deadlines, quality standards and regulatory requirements are consistently met
About You
- ACA or ACCA qualified (or equivalent)
- Strong working knowledge of UK GAAP, FRS and Companies Act requirements
- Confident managing client relationships and leading teams
- Commercially aware, proactive and solutions-focused
- Experience advising law firms is advantageous but not essential
Apply now or get in touch to explore this exciting opportunity. If this sounds like the right opportunity for you, click Apply to upload your CV for consideration. Alternatively, contact Valentina Williams for a confidential discussion.
Portfolio Manager in Cheltenham employer: Autograph Recruitment
Contact Detail:
Autograph Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and accountancy sectors. Attend industry events or webinars to meet potential employers and get your name out there. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your expertise! Create a portfolio that highlights your achievements and experiences relevant to managing legal sector clients. Use this as a conversation starter during interviews to demonstrate your value.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Understand their challenges and think about how you can provide solutions. This will show you’re proactive and genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals ready to make an impact in the accountancy field.
We think you need these skills to ace Portfolio Manager in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Manager role. Highlight your experience with client relationships and any relevant qualifications like ACA or ACCA. We want to see how your skills match what we're looking for!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples that demonstrate how you've exceeded client expectations or contributed to team success. This helps us see the impact you can make.
Keep It Professional Yet Personal: While we love a professional tone, don’t be afraid to let your personality shine through. A bit of warmth and authenticity can make your application stand out in a sea of formal submissions.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Autograph Recruitment
✨Know Your Numbers
As a Portfolio Manager, you'll be dealing with financial reporting and management information. Brush up on your knowledge of UK GAAP, FRS, and Companies Act requirements. Be ready to discuss how you've applied these in past roles, as it shows you're not just familiar but also experienced.
✨Client Relationship Mastery
Since managing client relationships is key, think of examples where you've exceeded client expectations. Prepare to share specific instances where your proactive approach made a difference. This will demonstrate your ability to build trust and rapport, which is crucial in this role.
✨Showcase Your Leadership Skills
You'll be leading and mentoring a team, so come prepared with examples of how you've developed others in your previous positions. Discuss your leadership style and how you motivate your team to meet deadlines and quality standards. This will highlight your capability to manage and inspire.
✨Strategic Insight is Key
The role involves providing commercial insight and strategic advice. Think about times when your insights have influenced decision-making. Be ready to discuss how you approach problem-solving and the strategies you’ve implemented to support clients, especially in niche markets like law firms.
