At a Glance
- Tasks: Manage a dedicated client portfolio and prepare statutory year-end accounts.
- Company: Respected independent accountancy practice in Surrey with a focus on growth and development.
- Benefits: Competitive salary, hybrid working, flexible hours, and ACA/ACCA study support.
- Other info: Join a dynamic team committed to long-term staff development and a great work culture.
- Why this job: Take ownership of client relationships and enhance your accounting skills in a supportive environment.
- Qualifications: ACA/ACCA qualified or late-stage student with experience in statutory reporting.
The predicted salary is between 45000 - 55000 £ per year.
This is an ideal opportunity for an ACA or ACCA qualified accountant, or late‑stage studier, who is ready to move beyond accounts preparation alone and take ownership of a dedicated client portfolio within a respected independent Surrey practice in Esher, without being pulled into bookkeeping work.
Our client is recognised as one of Surrey’s larger independent practices, with sustained growth over the past decade driven by a strong focus on people, client relationships and technology investment. Its independence is reflected in a really good working environment and a clear commitment to long‑term staff development and retention.
The Portfolio Accountant role will suit a Senior Accountant or Accounts Senior who loves all things around statutory reporting. You will work closely with the wider business and the senior management team.
Salary and Benefits
- Salary £45,000 – £55,000 DOE
- Hybrid working
- Flexible working
- Strong wider benefits package
- ACA or ACCA study support if required
Key Responsibilities
- Managing a dedicated portfolio of clients with no bookkeeping responsibilities
- Preparation of statutory year‑end accounts – FRS 102 and FRS 105
- UK financial reporting for limited companies and LLPs
Skills and Experience
- Recently qualified ACA, ACCA (or equivalent) accountant, or a late‑stage student
- Experience preparing statutory year‑end accounts, ideally gained in a practice environment to include UK GAAP – FRS 102 and FRS 105
- Some VAT knowledge would be beneficial
- Good IT experience including cloud‑based packages such as Xero
- Experience in CaseWare and TaxCalc would be great, albeit not essential
Location
The Portfolio Accountant role is based in Esher and is commutable from Kingston, Cobham, Epsom, Woking and surrounding areas.
We are committed to attracting a diverse pool of applicants.
Portfolio Accountant in London employer: FLETCHER GEORGE
Join a respected independent accountancy practice in Esher, Surrey, where you will thrive in a supportive and dynamic work environment that prioritises employee growth and development. With a strong focus on client relationships and technology investment, this firm offers hybrid working options, a competitive salary, and comprehensive benefits, making it an excellent choice for ACA or ACCA qualified accountants looking to advance their careers while enjoying a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Accountant in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like FLETCHER GEORGE. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Accountant in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to FLETCHER GEORGE.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on FLETCHER GEORGE's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at FLETCHER GEORGE
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with FLETCHER GEORGE.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at FLETCHER GEORGE will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former FLETCHER GEORGE employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
