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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 mentor junior members while advancing your career.
- Qualifications: ACA/ACCA qualified with 2+ years of experience and accounting software skills.
- Other info: Clear progression opportunities in a dynamic work environment.
The predicted salary is between 28800 - 43200 £ 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 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
✨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 a Portfolio Client Manager role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your advisory and compliance knowledge. Make sure you can discuss how your ACA/ACCA qualifications and experience align with the needs of the firm. Confidence is key, so practice makes perfect!
✨Tip Number 3
Show off your mentoring skills! Be ready to share examples of how you've supported junior team members in the past. Firms love candidates who can help develop their teams, so highlight this in your conversations.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Portfolio Client Manager – Advisory & Compliance
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, apply directly 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, think of instances where you've guided or trained others. Prepare to share these experiences during the interview, highlighting your leadership style and how you foster growth in your team.
✨Familiarise Yourself with Xero
As proficiency in accounting software like Xero is essential, 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 their expectations for the role. This shows your genuine interest in the position and helps you assess if the company culture aligns with your values.
