At a Glance
- Tasks: Manage client portfolios and deliver top-notch accountancy services while mentoring your team.
- Company: Dynamic accountancy firm in Bristol with a strong team culture.
- Benefits: Competitive salary, flexible hours, hybrid working, and clear progression opportunities.
- Other info: Exciting career growth in a supportive environment with long-serving employees.
- Why this job: Join a growing firm with a clear path to Director/Partner level and make a real impact.
- Qualifications: AAT, ACA, ACCA, or CTA qualifications preferred; experience in accountancy practice is essential.
The predicted salary is between 47250 - 57750 £ per year.
Client Manager with progression to join a growing Bristol accountancy firm. Clear progression path on offer to Director/Ownership.
About Our Client: Based in Bristol, this growing accountancy firm is undergoing very positive growth and the firm's directors are looking for a key right-hand support and addition within this growing firm. There are genuine opportunities to progress on offer here for those seeking a clear route, having perhaps reached a ceiling in their current employer. The firm has an excellent team-focused culture, highly collaborative with long-serving employees. Flexible working hours can be explored, with hybrid working on offer additionally.
Job Description: Joining this firm as a Client Portfolio Manager with progression based in Bristol, you will bring your background as an all-rounder accounts, tax and general accountancy practice professional to service sole traders, partnerships and limited company OMBs, SMEs 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, you will also lead on delivering added value, advisory and planning work to clients. You will carve a career within this firm as key support to the firm's partners carving an influential role and career within this leading firm. There is also a clear progression path on offer for those with interest and ambition for Director/Partner level progression.
The Successful Applicant: For this Client Portfolio Manager with progression, you will hold any of the AAT, ACA /ACCA/ CTA qualifications etc., or have developed your career entirely through experience alone, with a strong background in accountancy practice having developed your career to around the manager levels. You will have an all-around accounts/tax career background gained within any of small, medium/large accountancy firm environments as an all-round general accountancy practice professional and you will be seeking a move with a career progression path on offer.
What's on Offer: Circa 50,000 - 60,000 plus other benefits.
Please apply online and for a further confidential discussion please contact Mark Bailey on 01179271452 to find out more.
Client Portfolio Manager with progression in Bristol employer: Michael Page International
Michael Page is an exceptional employer located in Bristol, offering a dynamic work environment within a growing accountancy firm. With a strong focus on employee development, the company provides clear progression paths to Director and Partner levels, alongside a collaborative culture that values flexibility and work-life balance. Employees benefit from hybrid working options and a supportive team atmosphere, making it an ideal place for professionals seeking meaningful career advancement.
Contact Details:
Michael Page International Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager with progression in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
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.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Michael Page International. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Portfolio Manager with progression in Bristol
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 Michael Page International.
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 Michael Page International'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 Michael Page International
✨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 Michael Page International.
✨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 Michael Page International 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 Michael Page International 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.
