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- Tasks: Manage accounts for sole traders and small companies, preparing financial records and reports.
- Company: Join a respected local firm of Chartered Accountants with a strong reputation.
- Benefits: Enjoy a supportive team environment where your skills are valued and developed.
- Why this job: Gain hands-on experience in finance while contributing to meaningful client relationships.
- Qualifications: Ideal for those with a background in accounting or finance; enthusiasm is key!
- Other info: This role offers a chance to grow within a well-established team.
The predicted salary is between 36000 - 60000 £ per year.
This highly respected local firm of Chartered Accountants need an energetic Portfolio Manager to join their really established team where your skills and experience will be fully utilised and highly valued.
Some of your duties will include:
- Managing accounts function for sole traders, Partnerships and small Limited Companies
- Producing sales, purchase and nominal ledger records on computer system to trial balance level
- Preparing cash book records, reconciling bank accounts and investigating any anomalies
- Calculating, preparing and producing quarterly VAT returns and HMRC submissions
- Producing debtor and creditor reports, profit and loss reports and balance sheet reconciliations
- Completing year-end accounts and submitting statutory returns to Companies house
Portfolio Manager employer: Burton Bolton & Rose Recruitment Services Ltd
Contact Detail:
Burton Bolton & Rose Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Familiarise yourself with the specific accounting software used by the firm. Many companies have their own preferred systems, so showing that you can quickly adapt to their tools will give you an edge.
✨Tip Number 2
Network with current or former employees of the firm on platforms like LinkedIn. They can provide insights into the company culture and what they value in a Portfolio Manager, which can help you tailor your approach.
✨Tip Number 3
Stay updated on the latest changes in tax regulations and accounting standards. Being knowledgeable about current practices will demonstrate your commitment to the role and your ability to handle the responsibilities effectively.
✨Tip Number 4
Prepare to discuss specific examples from your past experience where you've successfully managed accounts or resolved discrepancies. This will showcase your problem-solving skills and your ability to handle the tasks outlined in the job description.
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing accounts for sole traders, partnerships, and small limited companies. Use specific examples to demonstrate your skills in producing financial records and preparing VAT returns.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the Portfolio Manager role. Mention how your previous experience aligns with the duties listed, such as reconciling bank accounts and completing year-end accounts.
Highlight Technical Skills: Emphasise your proficiency with accounting software and your ability to produce reports like profit and loss statements and balance sheet reconciliations. This will show that you are well-equipped for the technical aspects of the job.
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 Burton Bolton & Rose Recruitment Services Ltd
✨Know Your Numbers
As a Portfolio Manager, you'll be dealing with financial data daily. Brush up on your knowledge of accounts functions, VAT returns, and reconciliations. Be prepared to discuss specific examples from your past experience where you successfully managed these tasks.
✨Demonstrate Attention to Detail
In this role, accuracy is key. During the interview, highlight instances where your attention to detail made a significant difference in your work. This could include catching errors in financial reports or ensuring compliance with HMRC submissions.
✨Showcase Your Team Spirit
This firm values teamwork, so be ready to talk about how you've collaborated with others in previous roles. Share stories that illustrate your ability to work well within a team, especially in high-pressure situations.
✨Prepare Questions
Interviews are a two-way street. Prepare thoughtful questions about the firm's culture, expectations for the role, and opportunities for professional development. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
