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For Companies At a Glance
- Tasks: Manage client portfolios and ensure timely delivery of financial services.
- Company: Join La Fosse Associates, a forward-thinking firm focused on growth and collaboration.
- Benefits: Enjoy flexible hybrid working options and a competitive salary of £50,000 - £60,000.
- Why this job: Be part of an exciting growth phase with opportunities for professional development.
- Qualifications: Must be ACA, ACCA, CTA, AAT, ATT, CFAB, or CIMA qualified with relevant experience.
- Other info: Strong analytical skills and proficiency in Excel, IRIS, and Xero are advantageous.
The predicted salary is between 40000 - 60000 £ per year.
Key Responsibilities: Manage client portfolios, ensuring all services, including statutory accounts, payroll, and VAT returns, are delivered on time. Act as the main client contact, providing business support and advice during advisory meetings. Oversee client services, including cashflow forecasting, supplier payruns, and management accounts. Build and maintain strong client relationships, addressing queries and providing tailored solutions. Review and ensure compliance with statutory disclosures and annual returns. What We’re Looking For: ACA, ACCA, CTA, AAT, ATT, CFAB, or CIMA qualified (or equivalent). Proven experience managing client portfolios and delivering financial services. Strong analytical skills, attention to detail, and proficiency in Excel, IRIS, and Xero (advantageous). Excellent communication and interpersonal skills with a proactive approach to client needs. Join our collaborative and forward-thinking team during this exciting phase of growth. Why Join Us Professional Growth : We are on an ambitious growth trajectory, offering unparalleled opportunities for career development. Flexible Working : Benefit from hybrid working options and support for work-life balance. Competitive Salary : £50,000 – £60,000 Location : London JBRP1_UKTJ
La Fosse Associates Ltd | Portfolio Account Manager employer: La Fosse Associates Ltd
Contact Detail:
La Fosse Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land La Fosse Associates Ltd | Portfolio Account Manager
✨Tip Number 1
Familiarize yourself with the specific financial software mentioned in the job description, like Excel, IRIS, and Xero. Having hands-on experience or certifications in these tools can set you apart from other candidates.
✨Tip Number 2
Highlight your experience in managing client portfolios during networking events or informational interviews. Building connections in the industry can lead to valuable referrals and insights about the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've provided tailored solutions to clients in past roles. This will demonstrate your proactive approach and ability to meet client needs effectively.
✨Tip Number 4
Stay updated on the latest compliance regulations and statutory disclosures relevant to the role. Showing that you're knowledgeable about current standards will impress potential employers and show your commitment to the field.
We think you need these skills to ace La Fosse Associates Ltd | Portfolio Account Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications such as ACA, ACCA, CTA, AAT, ATT, CFAB, or CIMA. Emphasize your experience in managing client portfolios and delivering financial services, as these are key requirements for the role.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific experiences that demonstrate your analytical skills, attention to detail, and proficiency in tools like Excel, IRIS, and Xero.
Showcase Client Relationship Skills: Highlight examples from your past roles where you successfully built and maintained strong client relationships. Discuss how you addressed client queries and provided tailored solutions, as this is crucial for the Portfolio Account Manager role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no grammatical errors or typos, as attention to detail is essential in this field. A polished application reflects your professionalism.
How to prepare for a job interview at La Fosse Associates Ltd
✨Showcase Your Qualifications
Make sure to highlight your ACA, ACCA, CTA, AAT, ATT, CFAB, or CIMA qualifications during the interview. Discuss how your educational background has prepared you for managing client portfolios and delivering financial services.
✨Demonstrate Your Analytical Skills
Prepare examples that showcase your strong analytical skills and attention to detail. Be ready to discuss specific instances where you've successfully managed cashflow forecasting or compliance with statutory disclosures.
✨Communicate Effectively
Since excellent communication is key for this role, practice articulating your thoughts clearly. Think about how you can convey complex financial information in a way that clients can easily understand.
✨Build Rapport
During the interview, focus on building a connection with the interviewer. Share experiences that demonstrate your ability to maintain strong client relationships and provide tailored solutions to their needs.
