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For Companies At a Glance
- Tasks: Manage client portfolios, ensuring top-notch service and building strong relationships.
- Company: Dynamic accountancy firm with a collaborative and supportive culture.
- Benefits: Competitive salary, flexible hours, hybrid work, and private healthcare.
- Why this job: Gain real responsibility and develop your advisory skills in a varied role.
- Qualifications: ACA or ACCA qualified, with experience in UK accountancy practice.
- Other info: Enjoy a vibrant team environment with opportunities for progression and social events.
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
Location: Bury St Edmunds
Full-time, Permanent
Salary: £45-65k
We are seeking an experienced Client Portfolio Manager to manage a portfolio of clients within our general practice team, with openings in our Bury St Edmunds and Ipswich offices. As a full-service practice, we support clients throughout their business journey - from compliance and reporting to tax planning and business advice. This role combines technical expertise, client relationship management and file review responsibilities within a collaborative team environment.
The Role
You will take responsibility for your own client portfolio, ensuring a high standard of service delivery across accounts, tax and advisory matters, while working closely with Directors and junior team members.
Key Responsibilities
- Client Portfolio Management: Managing a portfolio of sole traders, partnerships and non-audit limited companies; Acting as a main point of contact for clients, with regular telephone and face-to-face interaction; Building strong, long-term client relationships; Identifying opportunities to provide additional support and advice.
- Accounts and Compliance: Reviewing accounts files prepared by trainees, assistants and seniors; Reporting to Directors ahead of annual accounts meetings; Ensuring assignments are completed accurately, efficiently and to deadline; Managing multiple jobs at different stages simultaneously.
- Tax and Advisory: Advising clients on PAYE and VAT matters arising across the portfolio; Overseeing day-to-day tax matters and involving specialists where needed; Reviewing personal tax returns and related compliance work; Identifying IHT and CGT issues and planning opportunities; Generating new areas of advice and added value support.
- Team Contribution: Working as part of a general practice team; Supporting and guiding junior staff through file reviews and feedback; Maintaining strong communication within the team to ensure smooth workflow.
Key Skills and Qualifications:
- ACA or ACCA qualified, or qualified by experience.
- Experienced in UK accountancy practice, managing your own client portfolio.
- Comfortable reviewing work and supporting junior team members.
- Confident discussing accounts and tax matters directly with clients.
- Organised and able to manage multiple deadlines.
- Commercially aware, with the ability to spot issues and opportunities.
What We Offer:
- A varied portfolio with long-standing client relationships.
- A team-focused working environment.
- Exposure to a broad range of general practice work.
- Opportunities to develop advisory skills alongside compliance.
- A role with real responsibility and client contact.
Benefits
- The salary package will be competitive, depending upon the level of qualification and experience.
- You will have an opportunity to progress and develop where applicable.
- Flexible working hours.
- Hybrid working with fully hosted systems.
- Progression opportunities.
- Private healthcare.
- Employee Assistant Programme.
- Cycle to work scheme.
- Electric car salary sacrifice scheme.
- Holiday purchase.
- Varied and successful clients, client contact and interaction.
- Modern offices and working practices.
- Social events.
- Medical cash plan.
- Enhanced pension scheme.
- Group life assurance.
- Charity events and paid volunteering day.
Client Portfolio Manager - General Practice in Bury St Edmunds employer: Knights Lowe Ltd
Contact Detail:
Knights Lowe Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager - General Practice in Bury St Edmunds
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and don’t be shy about letting people know you’re on the hunt for a Client Portfolio Manager role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their services and think about how your experience aligns with their needs. This will help you stand out as someone who’s genuinely interested in the role and ready to hit the ground running.
✨Tip Number 3
Practice your pitch! Be ready to discuss your experience managing client portfolios and how you’ve built strong relationships in the past. Use specific examples to showcase your skills in accounts, compliance, and tax advisory – this is your time to shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Good luck!
We think you need these skills to ace Client Portfolio Manager - General Practice in Bury St Edmunds
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 portfolio management experience and any relevant qualifications like ACA or ACCA. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Portfolio Manager role. Share specific examples of how you've built strong client relationships and managed portfolios effectively.
Showcase Your Team Spirit: Since we value collaboration, mention any experiences where you've worked closely with others, especially in a team environment. Let us know how you’ve supported junior staff or contributed to team success in your previous roles.
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 the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Knights Lowe Ltd
✨Know Your Portfolio Inside Out
Before the interview, make sure you’re familiar with the types of clients you’ll be managing. Brush up on your knowledge of sole traders, partnerships, and non-audit limited companies. Being able to discuss specific client scenarios will show that you’re ready to take on the role.
✨Showcase Your Relationship Management Skills
Prepare examples of how you've built strong client relationships in the past. Think about times when you’ve identified opportunities for additional support or advice. This will demonstrate your ability to connect with clients and add value to their business.
✨Be Ready to Discuss Technical Expertise
Since the role involves tax and advisory matters, brush up on your knowledge of PAYE, VAT, and personal tax returns. Be prepared to discuss how you’ve handled these issues in previous roles, as this will highlight your technical skills and confidence in dealing with clients.
✨Demonstrate Team Collaboration
This position requires working closely with Directors and junior team members. Think of examples where you’ve successfully collaborated in a team environment, supported junior staff, or contributed to a smooth workflow. This will show that you’re a team player who values communication and collaboration.
