At a Glance
- Tasks: Manage client relationships and deliver high-quality accounting services.
- Company: Reputable accountancy practice in Exeter with a strong growth trajectory.
- Benefits: Attractive salary, competitive benefits, and clear career progression.
- Other info: Opportunity for mentoring and professional development in a supportive environment.
- Why this job: Join a dynamic team and make a real impact on diverse client portfolios.
- Qualifications: Experience in year-end accounts, tax, and general accountancy practices.
The predicted salary is between 40000 - 50000 £ per year.
A successful accountancy practice based in Exeter has a requirement for a Client Portfolio Manager to join them managing relationships and a client portfolio of wide ranging industry clients across OMBs & SMEs ensuring a quality service across review of year end accounts, tax and wider services, advising clients and developing business, managing teams & working closely with the Partners as key support with a clear progression path on offer.
Client Details: Based in Exeter, this chartered accountancy firm has a long standing reputation and has experienced positive ongoing growth. The firm's partners are looking for a key right hand support who can lead on the management and delivery of accounting/tax and wider services, along with adding value to clients on advisory and planning projects. Attractive and competitive salaries and benefits are on offer along with a clear progression path with a route to develop within this successful firm.
Description: Joining this firm as Client Portfolio Manager, you will bring your background as an all-rounder year end accounts, tax & general accountancy practice professional to service wide ranging limited company OMBs and SMEs with a hands-on approach, alongside managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review/mentoring and training capacity is essential.
Client Portfolio Manager in Exeter employer: Michael Page Finance
This esteemed accountancy practice in Exeter offers a dynamic work environment where you can thrive as a Client Portfolio Manager. With a strong focus on employee development, competitive salaries, and a supportive culture, the firm provides ample opportunities for career progression while fostering meaningful client relationships across diverse industries. Join a team that values your expertise and encourages growth in a well-respected firm with a proven track record of success.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager in Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn to find connections at firms you’re interested in. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, be ready to discuss your experience with year-end accounts and tax services. Bring examples of how you've added value to clients in the past – it’ll make you stand out from the crowd.
✨Tip Number 3
Don’t just apply – engage! When you find a role that excites you, reach out to the firm directly through our website. A personal touch can go a long way, and it shows you’re genuinely interested in being part of their team.
✨Tip Number 4
Prepare for interviews like a champ! Research the firm’s recent projects and think about how your background fits into their goals. Be ready to discuss how you can help manage client portfolios and deliver top-notch service – they’ll love your enthusiasm!
We think you need these skills to ace Client Portfolio Manager in Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Portfolio Manager role. Highlight your experience with year-end accounts, tax, and client relationship management to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about accountancy and how you can add value to our clients. Be specific about your achievements and how they relate to the role.
Showcase Your Team Management Skills:Since this role involves managing teams, don’t forget to mention your leadership experience. Share examples of how you’ve mentored or trained others, and how you’ve contributed to team success in previous roles.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Michael Page Finance
✨Know Your Numbers
Brush up on your knowledge of year-end accounts and tax regulations. Be prepared to discuss specific examples from your past experience where you've successfully managed client portfolios or delivered quality services.
✨Showcase Your Relationship Skills
Since this role involves managing relationships with OMBs and SMEs, think of instances where you've built strong client relationships. Be ready to share how you’ve added value to clients through advisory and planning projects.
✨Team Leadership Matters
Highlight your experience in managing teams. Prepare to discuss how you've mentored or trained team members in the past, and how you can support the firm's partners in delivering exceptional service.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s growth and future plans. This shows your genuine interest in the role and helps you understand how you can contribute to their ongoing success.
