Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios, prepare financial statements, and support junior staff.
- Company: Join Fletcher George, a dynamic recruitment agency focused on accountancy and finance.
- Benefits: Enjoy hybrid working, regular training, and a competitive salary of £50k - £80k.
- Why this job: Be part of a growing company with opportunities for progression and a supportive culture.
- Qualifications: Must be ACA/ACCA qualified with 3-5 years of post-qualification experience.
- Other info: Flexible work options and a referral scheme offering up to £500 in vouchers.
The predicted salary is between 42000 - 68000 £ per year.
Are you a talented ACA or ACCA or the equivalent Senior Accountant who wishes to make an exciting career move with a genuine opportunity for progression? If you are ready to further your accountancy career and be a key player in a growing and ambitious company please apply.
As a portfolio manager, you will provide excellent support on the best tax, accounting or day-to-day practices, systems or processes while:
- Developing and growing your client portfolio through Business Development opportunities, providing initial consultation calls and sending out proposals to new leads.
- Completion of the preparation, review & submission of year-end company financial statements and tax returns.
- Preparation, review & presentation of management accounts.
- Review self-assessment tax returns.
- Being involved with business reporting, WIP and monthly billing reviews.
- Supporting and supervising more junior staff members.
About You:
- An ACA/ACCA or equivalent with most likely at least 3-5 years post-qualification experience in practice.
- You will be a motivated and organised individual who can lead a portfolio of clients as well as meet deadlines.
- You will be conversant with the latest Cloud-based accounting technology such as Xero and enjoy adopting new tech.
What is on Offer?
You will have the choice to work flexibly, with a few days working from home if you wish and the rest in the office; wherever you feel most comfortable and productive to get the work done. You will receive regular training, and you’ll be given time to ensure that you keep up to date with the latest changes in accounting, taxation and technology. A competitive salary guide of £50k - £80k set by Fletcher George, depending on qualifications and experience.
Location: The role is commutable from Hersham, Kingston, Weybridge, Walton, Esher, Cobham, Addlestone and the surrounding area.
Next steps – please apply to this Practice Accountant Portfolio Manager role and we will aim to reply to all suitable applicants within 48 hours. Fletcher George is an inclusive Surrey based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.
We are an accountancy and finance recruitment agency acting as an Employment Agency. Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme is on our website.
Practice Accountant Portfolio Manager employer: Fletcher George Recruitment Ltd
Contact Detail:
Fletcher George Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Accountant Portfolio Manager
✨Tip Number 1
Familiarise yourself with the latest cloud-based accounting technologies, especially Xero, as this is a key requirement for the role. Being able to demonstrate your proficiency in these tools during interviews can set you apart from other candidates.
✨Tip Number 2
Network within the accountancy community, particularly with professionals who are already working in portfolio management. Attend industry events or webinars to make connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss your experience in business development and client management during interviews. Highlight specific examples where you've successfully grown a client portfolio or improved client relationships, as this will be crucial for the position.
✨Tip Number 4
Showcase your leadership skills by discussing any experience you have in supervising junior staff. This will demonstrate your ability to manage a team effectively, which is an important aspect of the Practice Accountant Portfolio Manager role.
We think you need these skills to ace Practice Accountant Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your ACA/ACCA qualifications and relevant experience in practice. Emphasise your skills in business development, client management, and familiarity with cloud-based accounting technologies like Xero.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and how your experience aligns with the company's needs. Mention specific examples of how you've successfully managed client portfolios or improved accounting processes in previous roles.
Highlight Relevant Experience: In your application, focus on your 3-5 years of post-qualification experience. Detail your involvement in preparing financial statements, tax returns, and management accounts, as well as any supervisory roles you've held.
Showcase Your Adaptability: Demonstrate your ability to adapt to new technologies and processes. Mention any experience you have with cloud-based accounting systems and your willingness to stay updated with changes in accounting and taxation.
How to prepare for a job interview at Fletcher George Recruitment Ltd
✨Showcase Your Qualifications
Make sure to highlight your ACA or ACCA qualifications and any relevant experience you have. Be prepared to discuss specific examples of how your qualifications have helped you in previous roles, especially in managing client portfolios.
✨Demonstrate Your Tech Savviness
Since the role requires familiarity with cloud-based accounting technology like Xero, be ready to discuss your experience with such tools. Mention any specific projects where you successfully implemented new technology to improve processes.
✨Prepare for Business Development Questions
As a portfolio manager, business development is key. Think of examples where you've successfully grown a client base or improved client relationships. Be ready to share your strategies for attracting new clients and retaining existing ones.
✨Emphasise Leadership Skills
You'll be supervising junior staff, so it's important to convey your leadership abilities. Prepare examples of how you've mentored or supported team members in the past, and how you plan to foster a collaborative environment.
