Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios and deliver top-notch service daily.
- Company: Join a progressive firm of Chartered Accountants known for their success.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Make a real impact by advising clients and enhancing their financial processes.
- Qualifications: Looking for candidates with strong financial acumen and client management skills.
- Other info: Ideal for those passionate about finance and client success.
The predicted salary is between 43200 - 72000 £ per year.
One of our favourite firm of Chartered Accountants are seeking an additional Portfolio Manager to join their successful, progressive team.
Some of your duties will include:
-
Managing a portfolio of clients and providing the highest level of service
-
Preparing financial statements for clients including monthly and annual accounts
-
Finalising accounts at year end and submitting returns to Companies House
-
Advising clients on how to improve processes and implement new systems
-
Supporting clients with tax planning to enable them to minimise tax liability
Portfolio Manager employer: Burton Bolton & Rose
Contact Detail:
Burton Bolton & Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Make sure to showcase your experience in managing client portfolios. Highlight specific examples where you've successfully improved client processes or implemented new systems, as this aligns perfectly with the responsibilities of the Portfolio Manager role.
✨Tip Number 2
Familiarize yourself with the latest tax planning strategies and financial reporting standards. Being knowledgeable in these areas will not only help you stand out but also demonstrate your commitment to providing top-notch service to clients.
✨Tip Number 3
Network with professionals in the accounting field. Attend industry events or join relevant online forums to connect with others who may have insights into the firm or the role, which can give you an edge during the interview process.
✨Tip Number 4
Prepare thoughtful questions about the firm's approach to client management and service delivery. This shows your genuine interest in the role and helps you assess if the firm’s values align with yours.
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Portfolio Manager position. Understand the key responsibilities and required skills, such as managing client portfolios and preparing financial statements.
Tailor Your CV: Customize your CV to highlight relevant experience in portfolio management, financial statement preparation, and tax planning. Use specific examples that demonstrate your ability to provide high levels of service to clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention how your skills align with their needs, particularly in advising clients and implementing new systems.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. 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
✨Showcase Your Client Management Skills
Be prepared to discuss your experience in managing client portfolios. Highlight specific examples where you provided exceptional service and how you built strong relationships with clients.
✨Demonstrate Financial Acumen
Since the role involves preparing financial statements, be ready to talk about your expertise in this area. Discuss your familiarity with monthly and annual accounts, and any relevant software you’ve used.
✨Discuss Process Improvement Strategies
Think of instances where you've advised clients on improving their processes. Be ready to share your approach to implementing new systems and how it benefited the clients.
✨Prepare for Tax Planning Questions
Tax planning is a key part of the role, so brush up on your knowledge of tax strategies. Be prepared to discuss how you've helped clients minimize their tax liabilities in the past.
