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For Companies At a Glance
- Tasks: Manage client portfolios, drive growth, and lead a high-performing team.
- Company: Fast-growing firm of accountants with a focus on client satisfaction.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make a real impact by enhancing client relationships and leading a talented team.
- Qualifications: Proven experience in portfolio management and strong client management skills.
- Other info: Join a supportive team with excellent career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
A fast-growing firm of accountants is seeking an experienced Client Portfolio Manager to play a key role in driving client satisfaction, portfolio growth and team performance. This is a senior, client-facing role with responsibility for managing and growing a portfolio of clients while leading and developing a high-performing team. The successful candidate will combine strong technical expertise with commercial acumen and a genuine passion for client service.
The Role
- Managing and developing long-term client relationships, ensuring high-quality service and strong retention
- Identifying opportunities to upsell and cross-sell services and drive portfolio growth
- Overseeing delivery, workflow, capacity and quality across the team
- Reviewing work and ensuring deadlines and quality standards are consistently met
- Analysing portfolio performance and taking action to address challenges and support growth targets
- Leading, mentoring and developing team members, setting clear objectives and supporting progression
- Taking responsibility for the financial performance of the portfolio, including budgets and reporting
- Managing a small personal portfolio, including client meetings, year-end accounts, tax reviews and basic to advanced tax planning
About the Candidate
- Proven senior or portfolio management experience within an accountancy practice
- Strong client management skills with a track record of growing and retaining portfolios
- Commercially minded with the ability to identify and deliver added value for clients
- Confident leader with experience managing, motivating and developing teams
- Strong working knowledge of Xero and modern accounting systems
- Experience across accounts preparation, business and personal tax compliance
Accountant in Beverley employer: IPS Finance
Contact Detail:
IPS Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accountant in Beverley
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential employers on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. We want you to walk in feeling confident and ready to show them why you’re the perfect fit for their team!
✨Tip Number 3
Practice your pitch! You need to be able to clearly articulate your experience and how it relates to the role. We suggest doing mock interviews with friends or using online resources to refine your delivery. The more you practice, the more natural it will feel!
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. We recommend mentioning something specific from the interview to remind them of your conversation and reinforce your interest in the position.
We think you need these skills to ace Accountant in Beverley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client management experience and any relevant achievements that showcase your ability to grow and retain portfolios.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about client service and how your commercial acumen can add value. Be specific about your leadership style and how you've developed teams in the past.
Showcase Your Technical Skills: Since we're looking for someone with strong technical expertise, don't forget to mention your experience with Xero and other accounting systems. Provide examples of how you've used these tools to improve workflow and quality.
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 don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at IPS Finance
✨Know Your Numbers
As an Accountant, it's crucial to be well-versed in your financial knowledge. Brush up on key metrics related to portfolio performance and client retention strategies. Be ready to discuss how you've successfully managed budgets and driven growth in previous roles.
✨Showcase Your Client Management Skills
Prepare examples that highlight your experience in building long-term client relationships. Think about specific instances where you identified opportunities to upsell or cross-sell services. This will demonstrate your commercial acumen and genuine passion for client service.
✨Lead with Confidence
Since this role involves leading a team, be prepared to talk about your leadership style. Share experiences where you've motivated and developed team members. Highlight how you set clear objectives and supported progression within your team.
✨Familiarise Yourself with Xero
Make sure you're comfortable discussing modern accounting systems, especially Xero. If you have experience using it, prepare to share how you've leveraged it to improve workflow and quality in your previous roles. This will show that you're ready to hit the ground running.
