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- Tasks: Lead client portfolios, manage teams, and ensure high-quality service delivery.
- Company: A leading B Corp accountancy practice in central Cardiff with a diverse client base.
- Benefits: Enjoy a flexible 35-hour work week, 28 days leave, and private medical insurance.
- Other info: Hybrid working model and clear pathways for professional growth.
- Why this job: Join a dynamic team and make a real impact while developing your career.
- Qualifications: ACA/ACCA qualified with experience in accountancy and strong interpersonal 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 who support 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’s 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.
Manager / Client Portfolio Manager in Newport employer: Bowen Eldridge Recruitment
Contact Detail:
Bowen Eldridge Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Manager / Client Portfolio Manager in Newport
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to highlight your experience with Xero, Sage, and other cloud-based platforms. We want to see how you can bring value to their team, so be ready to share specific examples of your past successes!
✨Prepare for the Interview
Do your homework before any interview! Research the company, understand their client base, and think about how your skills can help them grow. We want you to walk in feeling confident and ready to impress with your knowledge and enthusiasm.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that dream job! We’ve got loads of resources to help you along the way, and we’re here to support you in your journey to becoming a Client Portfolio Manager.
We think you need these skills to ace Manager / Client Portfolio Manager in Newport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Client Portfolio Manager. 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 excited about this opportunity and how you can contribute to our team. Be sure to mention your experience with Xero, Sage, and cloud-based accounting platforms.
Showcase Your Interpersonal Skills: Since strong interpersonal skills are essential for this role, make sure to include examples of how you've built positive working relationships in your previous roles. We love seeing collaboration in action!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
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.
✨Showcase Your Leadership Skills
Prepare to talk about your experience managing teams and client portfolios. Think of specific instances where you guided team members or improved processes, as this will highlight your ability to lead and develop others effectively.
✨Build Rapport with the Interviewers
Since strong interpersonal skills are essential for this role, practice building rapport during the interview. Ask thoughtful questions about the firm’s culture and values, and share your own experiences that align with their approach to client relationships.
✨Demonstrate Your Problem-Solving Abilities
Be ready to discuss how you've handled competing deadlines and complex client situations in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers, showcasing your ability to maintain high standards under pressure.