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- Tasks: Manage client portfolios and provide top-notch accounting and advisory services.
- Company: Fast-growing accountancy practice in England with a focus on personal development.
- Benefits: 25 days holiday, private medical cover, and a company pension scheme.
- Why this job: Join a dynamic team and ensure high client satisfaction while advancing your career.
- Qualifications: Minimum three years of accounting experience and strong communication skills.
- 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 England is seeking an experienced Accountant as a Portfolio Manager. You will manage client portfolios, provide accounting and advisory services, and ensure high client satisfaction.
Ideal candidates will have a strong technical background, excellent communication skills, and a minimum of three years of experience in accounting.
The firm values personal development and offers competitive benefits including 25 days holiday, private medical cover, and a company pension scheme.
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 Portfolio Accountant & Client Advisor in Poole
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting field and let them know you're on the hunt for a Portfolio Accountant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills and client management strategies. We recommend practising common interview questions related to portfolio management and client advisory services so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your skills and experience directly to potential employers, increasing your chances of getting noticed.
We think you need these skills to ace Portfolio Accountant & Client Advisor in Poole
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing client portfolios and providing advisory services. We want to see how your skills align with what we’re looking for, so don’t be shy about showcasing your technical background!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Portfolio Accountant & Client Advisor role. Share specific examples of how you've ensured client satisfaction in the past – we love a good story!
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Keep your language clear and concise, and don’t forget to proofread for any typos or errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about our company culture while you’re at it!
How to prepare for a job interview at Howard Lock Consulting Ltd
✨Know Your Numbers
Brush up on your technical accounting knowledge before the interview. Be prepared to discuss specific accounting principles and how you've applied them in your previous roles. This will show that you have the expertise needed for managing client portfolios.
✨Showcase Your Communication Skills
As a Portfolio Accountant & Client Advisor, you'll need to communicate complex information clearly. Practice explaining accounting concepts in simple terms, as if you're talking to a client. This will demonstrate your ability to connect with clients and ensure their understanding.
✨Highlight Your Client Management Experience
Think of examples from your past where you've successfully managed client relationships. Be ready to share stories that illustrate how you've ensured client satisfaction and handled any challenges. This will help the firm see your potential in maintaining their high standards.
✨Emphasise Personal Development
Since the firm values personal development, come prepared to discuss how you've pursued growth in your career. Mention any relevant courses, certifications, or skills you've developed recently. This shows that you're proactive and committed to continuous improvement.
