At a Glance
- Tasks: Manage a portfolio of clients, providing proactive advice and support.
- Company: Join a dynamic accounting team in Bolton with a supportive culture.
- Benefits: Competitive salary, generous leave, pension scheme, and flexible benefits.
- Other info: Hybrid working model with excellent career growth opportunities.
- Why this job: Make a real impact while developing your career in a growing practice.
- Qualifications: ACA or ACCA qualified with experience in client and team management.
The predicted salary is between 45000 - 55000 € per year.
Location: Bolton
Salary: 45-55k per annum
Experience: ACA or ACCA qualified (or part-qualified with significant portfolio and team management experience)
The Role
We are looking for an exceptional Portfolio Manager to join a busy Bolton accounting team and hit the ground running with their own portfolio of limited company clients. You will have a direct, supportive team consisting of an Accountant and a Bookkeeper, enabling you to focus on delivering an exemplary service, providing proactive advice, and building strong long-term client relationships.
What you will be doing
- Providing excellent service, support and proactive business advice to a portfolio of limited company clients
- Managing and reviewing statutory and management accounts from planning through to completion, ensuring compliance with HMRC and Companies House standards and deadlines
- Managing and reviewing corporation tax, personal tax and VAT computations and returns
- Analysing company accounts and delivering tailored advisory support to clients
- Managing company secretarial tasks, including CS01s, company formations and ad-hoc filings
- Monitoring deadlines across your portfolio (accounts, VAT, tax returns, CS01s and related compliance)
- Leading, developing and monitoring performance across a team of senior and junior staff to maintain standards, compliance and service quality
- Advising clients on tax planning, including remuneration strategy, pension contributions and capital assets
- Liaising with credit control to ensure services are billed correctly and credit control policy is followed
- Working closely with the Personal Tax Manager on self-assessment for your portfolio, and with wider tax specialists on more complex matters
- Reporting regularly to senior management on portfolio statistics and performance
- Attending and leading client meetings when required
- Actively building your portfolio and identifying opportunities to upsell and cross-sell services
- Supporting team development through training, coaching and strong day-to-day leadership
What we are looking for
- ACA or ACCA qualified with a minimum of 3 years’ experience in practice
- Part-qualified ACA or ACCA will be considered with significant experience managing a portfolio and leading an accounting team
- Proven experience managing your own portfolio of clients, alongside team management
- Strong experience with cloud accounting software (Xero preferred)
- Working knowledge of accounting support tools such as Dext, CCH (or similar)
Skills and attributes
- A can-do attitude with exceptional communication and organisational skills
- A compassionate, confident leader who can inspire and motivate junior team members
- Passion for client relationships and delivering excellent customer service
- Proactive approach, comfortable taking ownership and driving standards
Working pattern
Hybrid
What’s On Offer
- Competitive salary 45-55k per annum
- Company pension scheme
- 25 days’ annual leave plus bank holidays
- Additional annual leave at certain levels of seniority
- Option to buy up to 5 additional days’ annual leave (up to 30 days total)
- Business closure over Christmas (subject to business needs)
- Life assurance (4x annual salary)
- Enhanced family leave policies
- Enhanced company sick pay
- Employee Assistance Programme (24/7 support, free and confidential)
- Corporate discounts platform
- Flexible benefits platform (seniority dependent, self-funded at corporate rates), including options such as:
- Critical illness cover
- Cash plan
- Cycle to work
- Eye care
- Dental
Apply in Confidence
If you are looking to join a supportive and growing practice where your contribution will be recognised and your career can develop further, we would be delighted to hear from you. For a confidential discussion regarding this opportunity, please contact: Diane Shaw Email: d.shaw@h-fts.com Mobile: 07506 740664 Office: 0333 996 2882 All applications and conversations will be treated in the strictest confidence.
Portfolio Manager in Bolton employer: Hawthorne-finch Talent Solutions
Join a dynamic and supportive accounting team in Bolton as a Portfolio Manager, where your expertise will be valued and your career can flourish. With a competitive salary, generous annual leave, and a strong focus on employee development, we foster a culture of collaboration and excellence, ensuring you have the resources to provide exceptional service to our clients. Experience the benefits of a hybrid working pattern and a range of flexible perks that enhance your work-life balance.
Contact Detail:
Hawthorne-finch Talent Solutions Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager in Bolton
✨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 Portfolio Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience managing portfolios and leading teams. Share specific examples of how you've delivered excellent service and built strong client relationships.
✨Tip Number 3
Be proactive! If you see a job that fits, don’t wait around. Apply through our website and follow up with a friendly email. Let them know you’re keen and ready to hit the ground running with your own portfolio of clients.
✨Tip Number 4
Prepare for interviews by researching the company and its clients. Understand their needs and think about how you can provide tailored advisory support. This will show you're not just another candidate, but someone who genuinely cares about their success.
We think you need these skills to ace Portfolio Manager in Bolton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your ACA or ACCA qualifications and any relevant portfolio management experience to catch our eye!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Portfolio Manager role. Share specific examples of how you've successfully managed client portfolios and led teams in the past.
Showcase Your Soft Skills:We love candidates who can communicate effectively and inspire their teams. Don’t forget to mention your leadership style and how you build strong client relationships in your application.
Apply Through Our Website:For the best chance of success, make sure to submit your application through our website. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Hawthorne-finch Talent Solutions
✨Know Your Numbers
As a Portfolio Manager, you'll be dealing with financial data daily. Brush up on your knowledge of statutory and management accounts, corporation tax, and VAT computations. Be ready to discuss how you've managed these in the past and any challenges you faced.
✨Showcase Your Leadership Skills
You'll be leading a team, so it's crucial to demonstrate your leadership style. Prepare examples of how you've developed and motivated your team members, and how you've handled performance issues. Highlight your ability to inspire confidence and maintain high service standards.
✨Client Relationship Focus
This role is all about building strong client relationships. Think of specific instances where you've provided proactive advice or tailored support to clients. Be prepared to discuss how you identify upselling opportunities and maintain long-term client satisfaction.
✨Familiarise Yourself with Tools
Since experience with cloud accounting software like Xero is preferred, make sure you're comfortable discussing your proficiency with it. If you've used other tools like Dext or CCH, be ready to explain how they helped you manage your portfolio effectively.
