At a Glance
- Tasks: Manage a diverse client portfolio and deliver top-notch advisory services.
- Company: Fast-growing accountancy group with a people-first culture.
- Benefits: Competitive salary, generous leave, and flexible benefits.
- Other info: Opportunities for career growth and professional development.
- Why this job: Lead client relationships and support junior staff in a dynamic environment.
- Qualifications: ACA/ACCA qualified with experience in accountancy practice.
The predicted salary is between 50000 - 60000 £ per year.
Hays are working with a fast-growing and forward-thinking accountancy and advisory group with a strong national presence, who are looking to appoint a Client Portfolio Manager. Formed through the coming together of a number of well-established practices, the firm delivers trusted, locally focused advice to SMEs while benefiting from the scale, collaboration, and innovation of a wider network. With a people-first culture and a genuine focus on long-term career development, the business offers a supportive environment where individuals can build their specialism, take ownership of client relationships, and progress within a growing group.
Your new role
As Client Manager, you will take ownership of a varied portfolio of clients, acting as their trusted advisor and ensuring the delivery of a high-quality service across accounts, tax, and advisory. This is a key role within the firm, offering the opportunity to lead client relationships, support junior staff, and contribute to the wider success and growth of the business.
Key responsibilities
- Managing and developing a portfolio of clients, ensuring service delivery exceeds expectations
- Acting as the main point of contact, providing proactive and commercially focused advice
- Reviewing accounts, tax and compliance work to ensure accuracy and quality
- Planning and prioritising workloads to meet deadlines and client requirements
- Building strong, long-term relationships with clients and internal stakeholders
- Supporting and mentoring junior team members, reviewing work and providing guidance
- Identifying opportunities to enhance client service and contribute to fee growth
- Supporting senior leadership with portfolio performance and ongoing business development
What you'll need to succeed
- ACA / ACCA qualified (or equivalent)
- Proven experience managing a portfolio within an accountancy practice
- Strong technical knowledge across accounts, tax and compliance
- Previous experience reviewing work and supporting junior staff
- Excellent communication and client relationship skills
- Highly organised with the ability to manage multiple deadlines
- Commercially aware with a proactive and client-focused approach
What you'll get in return
- Competitive salary and benefits package
- 25 days' annual leave + bank holidays, with the option to buy additional days
- Additional leave based on seniority
- Christmas office closure (subject to business needs)
- Life assurance (4x salary)
- Enhanced family leave and company sick pay
- Employee Assistance Programme and wellbeing support
- Flexible benefits platform including critical illness cover, cash plan, cycle to work and more
Manager or Senior Manager in London employer: Job Search Place Limited
Join a dynamic and innovative accountancy and advisory group in Southend-on-Sea, where a people-first culture fosters long-term career development and personal growth. With a commitment to delivering exceptional client service and a supportive environment for mentoring junior staff, this firm offers a unique opportunity to take ownership of client relationships while benefiting from the resources of a larger network. Enjoy a competitive salary, generous leave options, and a range of wellbeing benefits that make this an excellent place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Manager or Senior Manager in London
✨Tap into Campus Networks
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Manager or Senior Manager in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Job Search Place Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Job Search Place Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Job Search Place Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Job Search Place Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Job Search Place Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Job Search Place Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
