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For Companies At a Glance
- Tasks: Manage a diverse portfolio of clients, providing expert accountancy and tax services.
- Company: Join a dynamic and expanding Accountancy Practice known for its friendly and trustworthy service.
- Benefits: Enjoy unlimited progression, competitive salary, 25 days holiday, and private healthcare options.
- Why this job: Work with varied clients, from start-ups to high-net-worth individuals, in a supportive culture.
- Qualifications: Experience in accounts preparation and tax work is essential; strong communication skills required.
- Other info: Full reimbursement for parking costs and employer pension contributions included.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a dynamic and expanding Accountancy Practice, dedicated to providing expert accountancy and taxation services to a loyal and steadily growing client base is seeking an experienced Manager. With a focus on building trust and delivering accurate, timely advice in an approachable and friendly manner, they have established their success largely through referrals.
As a Portfolio Manager, you will have the unique opportunity to work with an incredibly diverse range of clients. From corporate services for multinational, multi-million-pound turnover companies to personal tax guidance for High-Net-Worth individuals and families, and investment advice for fresh start-ups, your role will span countless industries and challenges.
What You’ll Bring:
- Expertise in accounts preparation and both corporate and personal tax work
- Strong experience preparing and analysing management accounts
- Confidence in managing a varied portfolio of clients across different sizes and sectors
- Exceptional communication skills, with the ability to work both independently and collaboratively
- Prior experience in practice is essential.
What’s on Offer:
- Unlimited progression opportunities
- Competitive salary package
- 25 days of holiday
- Optional private healthcare
- Employer pension contributions via NEST
- Full reimbursement for parking costs
If you’re interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Cara Whyte at Hays. If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Portfolio Manager employer: CV-Library
Contact Detail:
CV-Library Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Network with professionals in the accountancy field. Attend industry events or join relevant online forums to connect with others who may have insights into the role of a Portfolio Manager and can provide valuable referrals.
✨Tip Number 2
Research the specific challenges faced by different sectors your potential clients might belong to. This knowledge will help you demonstrate your understanding of their needs during interviews and show that you're ready to tackle diverse client portfolios.
✨Tip Number 3
Prepare to discuss your previous experience in managing client portfolios. Be ready to share specific examples of how you've successfully handled accounts, particularly in both corporate and personal tax work, as this will highlight your expertise.
✨Tip Number 4
Practice your communication skills, as exceptional communication is key for this role. Consider role-playing scenarios where you explain complex financial concepts to clients, ensuring you can convey information clearly and effectively.
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your expertise in accounts preparation and tax work. Emphasise your experience with both corporate and personal clients, as well as your ability to manage a diverse portfolio.
Craft a Compelling Cover Letter: Write a cover letter that showcases your exceptional communication skills and your approach to building trust with clients. Mention specific examples of how you've successfully managed client relationships in the past.
Highlight Relevant Experience: In your application, clearly outline your prior experience in practice. Detail your strong background in preparing and analysing management accounts, as this is crucial for the Portfolio Manager role.
Show Enthusiasm for the Role: Convey your excitement about the opportunity to work with a diverse range of clients and industries. Let them know why you are passionate about accountancy and how you can contribute to their growing practice.
How to prepare for a job interview at CV-Library
✨Showcase Your Expertise
Make sure to highlight your experience in accounts preparation and tax work during the interview. Be prepared to discuss specific examples of how you've successfully managed both corporate and personal tax cases.
✨Demonstrate Communication Skills
Since exceptional communication is key for this role, practice articulating your thoughts clearly. Think about how you can explain complex financial concepts in a simple way, as you'll need to do this with clients from various backgrounds.
✨Prepare for Diverse Scenarios
Given the variety of clients you'll be working with, prepare for questions that may cover different industries and challenges. Consider how your past experiences can apply to potential scenarios they might present.
✨Express Your Collaborative Spirit
This role requires both independent and collaborative work. Be ready to share examples of how you've successfully worked in teams, as well as instances where you've taken initiative on your own.
