At a Glance
- Tasks: Manage client portfolios, prepare financial statements, and support junior staff.
- Company: Dynamic accountancy firm offering growth and flexibility.
- Benefits: Hybrid working, competitive salary, ongoing training, and tech adoption.
- Other info: Inclusive culture with opportunities for career progression and referrals.
- Why this job: Join a growing company and make a real impact in the finance sector.
- Qualifications: ACA/ACCA qualified with post-qualification experience and cloud accounting knowledge.
The predicted salary is between 50000 - 80000 € 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 a few years of 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: Based in the Weybridge area and commutable from Hersham, Kingston, Cobham, Walton, Esher, Addlestone, and the surrounding areas.
Next steps – please apply to this Practice Accountant Portfolio Manager role, and we will aim to reply to all suitable applicants promptly.
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 in Virginia Water employer: FLETCHER GEORGE
Fletcher George is an exceptional employer, offering a dynamic work environment in the Weybridge area where flexibility and professional growth are at the forefront. With a commitment to ongoing training and development, employees can thrive in their careers while enjoying the benefits of hybrid working arrangements. The inclusive culture fosters collaboration and innovation, making it an ideal place for talented accountants to advance their skills and make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Practice Accountant Portfolio Manager in Virginia Water
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Practice Accountant Portfolio Manager role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Talk about your experience with cloud-based accounting tech like Xero and how you've successfully managed client portfolios. We want to see your passion and expertise shine through!
✨Prepare for Interviews
Do your homework before any interview. Research the company, understand their values, and be ready to discuss how you can contribute to their growth. We love seeing candidates who are genuinely interested and prepared!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented ACA/ACCA professionals like you, so make sure you put your best foot forward!
We think you need these skills to ace Practice Accountant Portfolio Manager in Virginia Water
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Practice Accountant Portfolio Manager role. Highlight your ACA/ACCA qualifications and relevant experience in practice, as well as any cloud-based accounting tech you’re familiar with. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your skills align with our needs. Don’t forget to mention your passion for business development and client management – we love that!
Showcase Your Achievements:When detailing your experience, focus on specific achievements rather than just duties. Did you help grow a client portfolio or improve processes? We want to hear about it! Numbers and results speak volumes.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s straightforward and ensures your application goes directly to us. Plus, we aim to reply to all suitable applicants promptly, so don’t hesitate!
How to prepare for a job interview at FLETCHER GEORGE
✨Know Your Numbers
Brush up on your technical skills and be ready to discuss key accounting principles. Make sure you can confidently explain your experience with year-end financial statements, tax returns, and management accounts.
✨Showcase Your Tech Savvy
Familiarise yourself with the latest cloud-based accounting software like Xero. Be prepared to share examples of how you've used technology to improve processes or client interactions in your previous roles.
✨Demonstrate Business Development Skills
Think about how you've successfully grown client portfolios in the past. Prepare to discuss specific strategies you've used for business development and how you approach initial consultations with potential clients.
✨Be a Team Player
As a portfolio manager, you'll need to support junior staff. Have examples ready that showcase your leadership and mentoring abilities, highlighting how you've helped others grow in their roles.
