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For Companies At a Glance
- Tasks: Manage a diverse portfolio of owner-managed businesses and support junior staff.
- Company: Join a well-established and growing accountancy firm in Exeter.
- Benefits: Enjoy competitive salary, flexible working, and generous holiday allowance.
- Why this job: Be part of a client-focused team with opportunities for career development and mentorship.
- Qualifications: ACA/ACCA qualified with relevant experience and strong communication skills.
- Other info: Experience with cloud-based systems is a plus; remote work options available.
The predicted salary is between 36000 - 60000 £ per year.
A well-established and growing accountancy firm is looking to appoint a Client Portfolio Manager to join their team, with the opportunity to be based in Exeter. This is a varied and client-focused role involving the management of a portfolio of owner-managed businesses, including sole traders, partnerships, and limited companies.
Key Responsibilities:
- Reviewing and planning accounts work for a mixed client portfolio
- Supporting and mentoring junior staff, including budget planning and file reviews
- Liaising directly with clients to resolve queries and finalise accounts
- Preparing management accounts and offering insightful commentary
- Handling tax planning (personal and corporate), dividends, and VAT reviews
- Advising clients on tax liabilities and providing ad hoc financial guidance
- Attending client meetings (both in person and online)
- Overseeing deadlines, workflow, and billing across the portfolio
What Our Client is Looking For:
- ACA/ACCA qualified with experience in a similar role within practice
- Strong communication and organisational skills
- Confidently managing client relationships and leading a team
- Familiarity with cloud-based systems like Xero, QuickBooks, and Sage is desirable
- Experience with Digita or CCH is a bonus, not essential
What’s on Offer:
- Competitive salary and bonus scheme
- 22+ days holiday (plus bank holidays), increasing with service
- Up to 5% employer pension contribution
- Flexibility around working patterns, including part-home working
- Career development, paid training, and support for further progression
If this role is something which suits what you are looking for in your next career move, then please do apply or get in touch.
Client Portfolio Manager employer: Autograph Recruitment
Contact Detail:
Autograph Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager
✨Tip Number 1
Familiarise yourself with the specific accounting software mentioned in the job description, such as Xero, QuickBooks, and Sage. Having hands-on experience or even completing online tutorials can give you a significant edge during interviews.
✨Tip Number 2
Prepare to discuss your experience in managing client relationships. Think of specific examples where you've successfully resolved client queries or provided valuable financial guidance, as this will demonstrate your capability in a client-focused role.
✨Tip Number 3
Showcase your leadership skills by preparing examples of how you've mentored junior staff in previous roles. Highlighting your ability to support and guide others will align well with the responsibilities of overseeing workflow and mentoring within the team.
✨Tip Number 4
Research the firm’s culture and values to understand what they prioritise in their client interactions. Tailoring your conversation to reflect their ethos during interviews can help you stand out as a candidate who fits well with their team.
We think you need these skills to ace Client Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your ACA/ACCA qualifications and relevant experience in managing client portfolios. Emphasise your communication skills and any experience with cloud-based systems like Xero or QuickBooks.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention specific experiences that demonstrate your ability to manage client relationships and mentor junior staff, as these are key responsibilities of the position.
Showcase Relevant Skills: When detailing your experience, focus on your organisational skills and ability to handle tax planning and financial guidance. Use examples that illustrate how you've successfully managed deadlines and workflows in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in accountancy roles.
How to prepare for a job interview at Autograph Recruitment
✨Know Your Portfolio
Familiarise yourself with the types of clients you will be managing, such as sole traders and partnerships. Be prepared to discuss how you would approach their unique needs and challenges during the interview.
✨Showcase Your Communication Skills
As a Client Portfolio Manager, strong communication is key. Prepare examples of how you've effectively liaised with clients in the past, resolved queries, and provided financial guidance.
✨Demonstrate Leadership Experience
Highlight your experience in mentoring junior staff and leading teams. Be ready to discuss specific instances where you've supported colleagues in their development or managed workflow effectively.
✨Be Prepared for Technical Questions
Brush up on your knowledge of tax planning, management accounts, and cloud-based systems like Xero and QuickBooks. Expect questions that assess your technical expertise and ability to provide insightful commentary on financial matters.
