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For Companies At a Glance
- Tasks: Manage client portfolios and deliver top-notch accounting and advisory services.
- Company: Fast-growing accountancy practice in the UK with a focus on personal development.
- Benefits: 25 days holiday, private medical cover, and a pension scheme.
- Why this job: Join a dynamic team and make a real impact on client satisfaction.
- Qualifications: Strong technical background and at least three years of accounting experience.
- Other info: Great opportunity for personal growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A fast-growing accountancy practice in the United Kingdom is seeking an experienced Accountant for the role of Portfolio Manager. You will be responsible for managing client portfolios, delivering accounting and advisory services while ensuring high client satisfaction.
The ideal candidate must have a strong technical background, excellent communication skills, and at least three years of experience in accounting.
The firm values personal development and offers competitive benefits including 25 days of holiday, private medical cover, and a pension scheme.
Growth-Driven Portfolio Accountant & Client Advisor in Poole employer: Howard Lock Consulting Ltd
Contact Detail:
Howard Lock Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Growth-Driven Portfolio Accountant & Client Advisor in Poole
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to portfolio management and client advisory. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your technical skills! During interviews, be ready to discuss specific accounting software or methodologies you've used. This will demonstrate your expertise and how you can add value to the firm.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Growth-Driven Portfolio Accountant & Client Advisor in Poole
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Portfolio Manager. Highlight your experience in managing client portfolios and any relevant accounting qualifications. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you’re passionate about this role. Let us know how you can contribute to our fast-growing practice.
Showcase Your Technical Skills: Since we’re looking for someone with a strong technical background, don’t forget to mention specific accounting software or methodologies you’re familiar with. This will help us see how you can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Howard Lock Consulting Ltd
✨Know Your Numbers
Brush up on your technical accounting skills and be ready to discuss specific financial scenarios. The firm is looking for someone with a strong technical background, so prepare to showcase your expertise in managing client portfolios.
✨Client-Centric Mindset
Since the role involves delivering advisory services and ensuring high client satisfaction, think of examples where you've gone above and beyond for clients. Be ready to share how you’ve built relationships and resolved issues effectively.
✨Communicate Clearly
Excellent communication skills are a must for this position. Practice explaining complex accounting concepts in simple terms, as you may need to demonstrate your ability to communicate effectively with clients who might not have a financial background.
✨Show Your Growth Mindset
The firm values personal development, so come prepared to discuss how you’ve pursued professional growth in your career. Share any relevant courses, certifications, or experiences that highlight your commitment to continuous learning.
