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For Companies At a Glance
- Tasks: Manage a diverse client portfolio and deliver top-notch advisory and compliance services.
- Company: Established accountancy firm in Worcestershire with a strong reputation.
- Benefits: Flexible working, enhanced pension contributions, and 26 days of holiday.
- Why this job: Join a supportive team and make a real impact while advancing your career.
- Qualifications: ACA/ACCA qualified with 2+ years of experience and mentoring skills.
- Other info: Great progression opportunities in a dynamic work environment.
The predicted salary is between 36000 - 60000 £ per year.
An established accountancy firm in Worcestershire seeks a Client Manager to manage a diverse portfolio and deliver high-quality advisory and compliance services.
The ideal candidate is ACA/ACCA qualified with over 2 years of experience, capable of mentoring junior team members, and proficient in accounting software like Xero.
This role offers clear progression opportunities, flexible working options, and an attractive benefits package including enhanced pension contributions and 26 days of holiday.
Portfolio Client Manager – Advisory & Compliance in Birmingham employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Client Manager – Advisory & Compliance in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who work at firms you’re interested in. A friendly chat can sometimes lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to advisory and compliance services. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience with accounting software like Xero.
✨Tip Number 3
Showcase your mentoring skills! Think of examples where you've helped junior team members grow. This will highlight your leadership potential, which is a big plus for roles like the Portfolio Client Manager.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive opportunities listed there that you won’t find anywhere else.
We think you need these skills to ace Portfolio Client Manager – Advisory & Compliance in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your ACA/ACCA qualifications and relevant experience. We want to see how your skills align with managing a diverse portfolio and delivering top-notch advisory services.
Showcase Your Software Skills: Since proficiency in accounting software like Xero is key, don’t forget to mention your experience with it. We love seeing candidates who can hit the ground running with the tools we use!
Highlight Mentoring Experience: If you’ve mentored junior team members before, let us know! We value leadership qualities and want to see how you can contribute to our team's growth.
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Insite Group
✨Know Your Numbers
Make sure you brush up on your accounting knowledge, especially around compliance and advisory services. Be ready to discuss specific examples from your experience that showcase your ACA/ACCA qualifications and how you've successfully managed client portfolios.
✨Showcase Your Mentoring Skills
Since the role involves mentoring junior team members, prepare to share instances where you've guided or trained others. Highlight your leadership style and how you foster a collaborative environment within your team.
✨Familiarise Yourself with Xero
As proficiency in accounting software like Xero is crucial, ensure you're comfortable discussing its features and how you've used it in past roles. If possible, bring up any specific projects where Xero played a key role in delivering results for clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client management and compliance. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values, especially regarding flexible working options and career progression.
