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For Companies At a Glance
- Tasks: Manage client portfolios and deliver top-notch accounting services.
- Company: Join a small, reputable firm in the business services sector focused on Accounting & Finance.
- Benefits: Enjoy 28 days annual leave, a birthday day off, and a discretionary bonus scheme.
- Why this job: Advance your career while making a real impact in a supportive environment.
- Qualifications: Professional qualification in Accounting or Finance and experience in client portfolio management required.
- Other info: Located in Fareham with free car parking and opportunities for growth.
The predicted salary is between 36000 - 60000 £ per year.
- Join a firm with an Excellent reputation
- Good career prospects
About Our Client
The company is a small-sized organisation operating within the business services industry, specifically focused on Accounting & Finance. Known for its professional approach and commitment to excellence, the company provides tailored solutions to its clients while fostering growth and development for its employees.
Job Description
- Manage a portfolio of clients, ensuring timely and accurate delivery of accounting services.
- Oversee the preparation and review of financial statements and tax returns.
- Provide professional advice to clients on accounting and finance-related matters.
- Supervise and support junior team members in their professional development.
- Ensure compliance with all relevant regulations and standards.
- Identify and implement process improvements to enhance efficiency and accuracy.
- Build and maintain strong client relationships to drive satisfaction and retention.
- Report on portfolio performance and contribute to strategic planning initiatives.
The Successful Applicant
A successful Portfolio Manager should have:
- A professional qualification in Accounting or Finance (e.g., ACA, ACCA, or equivalent).
- Strong technical knowledge of accounting principles and tax regulations.
- Previous experience managing client portfolios within the business services industry.
- Excellent organisational and time-management skills.
- Confidence in supervising and mentoring junior staff members.
- Proficiency in accounting software and Microsoft Office applications.
- A proactive and solutions-oriented approach to challenges.
- Outstanding communication and interpersonal skills.
- Full UK Driving Licence and access to a car (transport) due to location of offices.
What\’s on Offer
- A competitive salary in the range TBC Dependent on Experience.
- 28 days annual leave, including Bank Holidays, increasing to a maximum of 33 days.
- An additional \’Holiday\’ birthday day after successful probation completion.
- A discretionary bonus scheme to reward performance.
- A permanent position located in Fareham with opportunities for career development
- Free Car Parking.
This is an exciting opportunity for a Portfolio Manager to join a respected small-sized organisation in Fareham. If you are looking to advance your career in the business services industry, we encourage you to apply today!
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Client Portfolio Manager employer: Michael Page (UK)
Contact Detail:
Michael Page (UK) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, mission, and the specific services they offer in accounting and finance. This will help you tailor your responses and demonstrate your genuine interest in joining their team.
✨Tip Number 2
Prepare to discuss your previous experience managing client portfolios. Be ready to share specific examples of how you've successfully delivered accounting services and built strong client relationships, as this is crucial for the role.
✨Tip Number 3
Showcase your leadership skills by discussing how you've supervised or mentored junior staff in the past. Highlight any successful outcomes from your guidance, as this will align with the company's focus on professional development.
✨Tip Number 4
Be prepared to talk about process improvements you've implemented in previous roles. Discuss how these changes enhanced efficiency and accuracy, as this aligns with the company's goal of continuous improvement in service delivery.
We think you need these skills to ace Client Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in managing client portfolios, particularly within the business services industry. Emphasise your professional qualifications in Accounting or Finance and any specific achievements that demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the company's commitment to excellence. Mention how your skills align with their needs, particularly in providing tailored solutions and supervising junior team members.
Highlight Relevant Skills: In your application, clearly outline your technical knowledge of accounting principles and tax regulations. Include examples of how you've implemented process improvements or built strong client relationships in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a role that involves financial accuracy and compliance.
How to prepare for a job interview at Michael Page (UK)
✨Showcase Your Qualifications
Make sure to highlight your professional qualifications in Accounting or Finance, such as ACA or ACCA. Be prepared to discuss how your education and certifications have equipped you with the technical knowledge necessary for the role.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Discuss specific instances where you ensured timely delivery of services and built strong client relationships, as this is crucial for the role.
✨Emphasise Team Leadership Experience
Since the role involves supervising junior team members, be ready to talk about your experience in mentoring and supporting others. Share how you've contributed to their professional development and fostered a collaborative team environment.
✨Be Solutions-Oriented
The company values a proactive approach to challenges. Think of examples where you've identified process improvements or implemented solutions that enhanced efficiency and accuracy in your previous roles.
