At a Glance
- Tasks: Manage client portfolios and provide expert tax and accounting support.
- Company: Dynamic financial recruitment agency with a focus on inclusivity.
- Benefits: Flexible hybrid working, competitive salary, and ongoing training opportunities.
- Other info: Great career progression and a supportive team environment.
- Why this job: Join a growing company and make a real impact in the finance sector.
- Qualifications: ACA/ACCA qualified with experience in practice and cloud-based accounting tech.
The predicted salary is between 40000 - 64000 £ per year.
£50,000 - £80,000 with Hybrid working. 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, and submission of year-end company financial statements and tax returns.
- Preparation, review, and presentation of management accounts.
- Reviewing 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 organized 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 Cobham area and commutable from Hersham, Kingston, Weybridge, 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 assisting talent in finding career opportunities where 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 ensure they mention you when they register. The full details of Fletcher George’s referral scheme are on our website.
Practice Accountant Portfolio Manager in Weybridge employer: FLETCHER GEORGE
Join a highly regarded boutique accountancy and tax advisory practice in the Esher area, where you will thrive in a supportive, close-knit team dedicated to delivering exceptional service to high net-worth clients. With a competitive salary, flexible working arrangements, and clear pathways for progression, this role offers not just a job, but a meaningful career where your contributions are valued and your professional growth is nurtured.
StudySmarter Expert Advice🤫
We think this is how you could land Practice Accountant Portfolio Manager in Weybridge
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend 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.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience with Cloud-based accounting tech like Xero. Highlight how you've used it to improve processes or support clients—this will make you stand out!
✨Tip Number 3
Prepare for those interviews! Research the company and think about how your background as an ACA/ACCA aligns with their needs. Be ready to share specific examples of how you've managed client portfolios and led teams—this is your time to shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re all about helping you find the perfect fit, so let’s make it happen together!
We think you need these skills to ace Practice Accountant Portfolio Manager in Weybridge
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, showcasing how you can lead a client portfolio effectively.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Mention specific experiences that align with the job description, especially around business development and client management.
Showcase Your Tech Savvy:Since the role mentions cloud-based accounting technology like Xero, make sure to highlight your familiarity with such tools. If you've adopted new tech in your previous roles, share those experiences to show you're up-to-date!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at FLETCHER GEORGE
✨Know Your Numbers
Brush up on your technical knowledge, especially around financial statements and tax returns. Be ready to discuss your experience with year-end submissions and management accounts, as these are key areas for the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight any business development opportunities you've seized, and be ready to discuss how you approach initial consultations and proposals.
✨Familiarise Yourself with Cloud Tech
Since the role requires knowledge of cloud-based accounting software like Xero, make sure you can talk about your experience with such tools. If you’ve adopted new technologies in your previous roles, share those experiences!
✨Demonstrate Leadership Potential
As a portfolio manager, you'll be supervising junior staff. Think of instances where you've led a team or mentored others, and be prepared to discuss your leadership style and how you motivate your team.
