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For Companies At a Glance
- Tasks: Manage client portfolios, oversee accounts, and lead a dynamic team in a flexible environment.
- Company: Leading UK accountancy practice with a focus on diverse clients and innovative solutions.
- Benefits: 35-hour work week, hybrid working, 28 days leave, private medical insurance, and clear career progression.
- Other info: Exciting opportunities for mentoring and professional growth in a supportive culture.
- Why this job: Join a certified B Corp and make a real impact while developing your career.
- Qualifications: ACA/ACCA qualified with experience in accountancy and strong leadership skills.
The predicted salary is between 45000 - 55000 £ per year.
A leading UK accountancy practice is seeking an accomplished Client Portfolio Manager to grow a new division in their Cardiff office. This is an exciting opportunity for an ACA/ACCA (or QBE) qualified Manager seeking a new challenge in a flexible environment. The position supports hybrid working (typically two days being office based) and a 35 hour working week. This firm occupies an enviable location within central Cardiff, with excellent transport links.
You will benefit from working for a certified B Corp accountancy practice that supports a diverse client base, including entrepreneurs, owner-managed businesses, multinational groups, and high-net-worth individuals.
We are looking for an ACA or ACCA qualified Manager with a solid background in an accountancy practice environment. You will bring proven experience in leading client work and a strong technical understanding of Xero, Sage, and a range of cloud-based accounting platforms. You’ll be confident managing competing deadlines, maintaining high standards, and building positive working relationships. Strong interpersonal skills and a collaborative approach are essential, as is the ability to support and guide team members effectively.
Client Portfolio Manager duties and responsibilities:
- Reviews of complex management accounts.
- Review and oversee complex VAT returns, including those with cross-border transactions and where partial exemption calculations might be required.
- Have experience in dealing with larger entities where they are audited.
- Ensure all necessary year-end adjustments have been made in good time before the statutory accounts are prepared.
- Managing cross department relationships with the Accounts, Audit and Personal Tax Teams.
- Have managed a team that acted as a finance function for several businesses managing all processes.
- Reviews of Statutory accounts when required.
- Manage a varied portfolio of clients, ensuring deadlines are met and relationships are managed and developed.
- Management of staff, their workload and help with portfolios management when required.
- Ensure each client receives a bespoke service, and procedures are reviewed on a regular basis to ensure the best processes are in place.
- Ensure trainees are challenged and there is continuous development planned and regular feedback is given.
- Liaise with other departments in the firm and identify opportunities for cross selling.
Benefits and development:
- 35 hour working week, plus hybrid working (typically two days office based).
- 28 days annual leave plus bank holidays on top.
- Private Medical Insurance.
- Health Cash plans.
- Group Life Assurance.
- Season ticket loan-assistance with travel expenses.
- Clear development pathways and progression frameworks.
- Internal mentoring, coaching, and buddying schemes.
- Leadership development programmes to help you grow with the firm.
Bowen Eldridge Recruitment are acting as an Accountancy Recruitment Agency on behalf of a client to appoint this vacancy.
If this opportunity is not quite right for you but know someone who might be suitable, be sure to make the most of our Candidate Referral Scheme.
Client Portfolio Manager in Cardiff employer: Bowen Eldridge Recruitment
Contact Detail:
Bowen Eldridge Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager in Cardiff
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you land that interview, make sure to highlight your experience with Xero, Sage, and other cloud-based platforms. We want to see how you can bring your technical skills to the table and help grow that new division in Cardiff!
✨Prepare for the Unexpected
Interviews can throw curveballs, so be ready for anything! Brush up on your knowledge of complex management accounts and VAT returns, and think about how you can demonstrate your ability to manage competing deadlines. We love candidates who can think on their feet!
✨Follow Up with Flair
After your interview, don’t forget to send a thank-you email! It’s a great way to reiterate your interest in the role and remind them why you’re the perfect fit. We appreciate a little extra effort, and it can really set you apart from the competition.
We think you need these skills to ace Client Portfolio Manager in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Portfolio Manager role. Highlight your ACA/ACCA qualifications and relevant experience in accountancy practices. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience with Xero, Sage, and cloud-based accounting platforms, and how you can contribute to our diverse client base.
Showcase Your Interpersonal Skills: Since strong interpersonal skills are essential, make sure to include examples of how you've built positive working relationships in your previous roles. We love seeing candidates who can collaborate effectively with teams!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Bowen Eldridge Recruitment
✨Know Your Numbers
Brush up on your technical knowledge, especially around Xero, Sage, and cloud-based accounting platforms. Be ready to discuss specific examples of how you've used these tools in your previous roles, as this will show your expertise and confidence in managing client portfolios.
✨Showcase Your Leadership Skills
Prepare to talk about your experience in managing teams and guiding colleagues. Think of specific instances where you’ve successfully led a project or helped a team member develop their skills. This will demonstrate your ability to foster a collaborative environment, which is key for the role.
✨Client Relationship Focus
Be ready to discuss how you build and maintain relationships with clients. Share examples of how you've tailored services to meet client needs and how you've handled any challenges that arose. This will highlight your interpersonal skills and commitment to providing bespoke services.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities, especially regarding complex management accounts and VAT returns. Practice articulating your thought process in handling competing deadlines and ensuring high standards, as this will showcase your critical thinking and organisational skills.