Partner: Lead Client Portfolio & Equity Path in Baildon
Partner: Lead Client Portfolio & Equity Path

Partner: Lead Client Portfolio & Equity Path in Baildon

Baildon Full-Time 90000 - 120000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage and develop a portfolio of owner-managed business clients.
  • Company: Reputable accounting firm in Baildon, UK with a supportive culture.
  • Benefits: Competitive salary of £90,000 to £120,000 and pathway to equity partnership.
  • Why this job: Gain autonomy in client management and fast-track your career.
  • Qualifications: ACA or ACCA qualification and strong client relationship skills.
  • Other info: Structured pathway to equity partnership within 1-2 years.

The predicted salary is between 90000 - 120000 £ per year.

A reputable accounting firm based in Baildon, UK, is seeking a Partner to manage and develop a portfolio of owner-managed business clients. This role requires an ACA or ACCA qualification, significant client relationship management experience, and offers a competitive salary of £90,000 to £120,000.

The firm provides autonomy in client management, a supportive environment, and a structured pathway to equity partnership within 1-2 years.

Partner: Lead Client Portfolio & Equity Path in Baildon employer: IPS Finance

Join a reputable accounting firm in Baildon, UK, where you will enjoy a supportive work culture that values autonomy and fosters professional growth. With a clear pathway to equity partnership within 1-2 years, this role offers not only a competitive salary but also the opportunity to build meaningful relationships with owner-managed business clients in a thriving community.
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Contact Detail:

IPS Finance Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Partner: Lead Client Portfolio & Equity Path in Baildon

✨Tip Number 1

Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that dream role.

✨Tip Number 2

Showcase your expertise! Use platforms like LinkedIn to share insights and engage in discussions related to client portfolio management. This not only highlights your knowledge but also puts you on the radar of potential employers.

✨Tip Number 3

Prepare for interviews by researching the firm thoroughly. Understand their values, culture, and recent developments. This will help you tailor your responses and demonstrate that you're genuinely interested in the role.

✨Tip Number 4

Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team!

We think you need these skills to ace Partner: Lead Client Portfolio & Equity Path in Baildon

ACA Qualification
ACCA Qualification
Client Relationship Management
Portfolio Management
Business Development
Autonomy in Client Management
Equity Partnership Knowledge
Communication Skills
Negotiation Skills
Strategic Thinking
Leadership Skills
Financial Acumen

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role. Highlight your ACA or ACCA qualification and any relevant client relationship management experience to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for managing owner-managed business clients and how you can contribute to our supportive environment.

Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements in previous roles. We love to see how you've made an impact, especially in client management and portfolio development.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!

How to prepare for a job interview at IPS Finance

✨Know Your Numbers

Make sure you brush up on your financial knowledge and be ready to discuss key metrics relevant to owner-managed businesses. This shows that you understand their needs and can provide valuable insights.

✨Showcase Your Relationship Skills

Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to build trust and rapport, as this is crucial for the role.

✨Understand the Firm's Culture

Research the accounting firm’s values and culture. Be ready to explain how your personal values align with theirs, especially regarding autonomy and support in client management.

✨Prepare for the Equity Pathway Discussion

Since the role offers a structured pathway to equity partnership, think about your long-term goals and how you can contribute to the firm's growth. Be prepared to discuss your vision for your career within the company.

Partner: Lead Client Portfolio & Equity Path in Baildon
IPS Finance
Location: Baildon
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  • Partner: Lead Client Portfolio & Equity Path in Baildon

    Baildon
    Full-Time
    90000 - 120000 £ / year (est.)
  • I

    IPS Finance

    50-100
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