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For Companies At a Glance
- Tasks: Manage a diverse client portfolio, ensuring top-notch service and compliance.
- Company: Join a reputable chartered accountancy firm in Bridgwater experiencing positive growth.
- Benefits: Enjoy a supportive work environment with potential for remote options and additional perks.
- Why this job: This role offers career progression and the chance to make a real impact on clients.
- Qualifications: Professional accounting qualification and experience in managing client portfolios required.
- Other info: Collaborate with a dedicated team and support junior staff in their development.
The predicted salary is between 32200 - 40000 £ per year.
A growing and successful firm of chartered accountants is searching for a Client Portfolio Manager who can oversee a diverse portfolio of clients, ensuring a high level of service and delivery of accounting, tax and wider services. This role is based in Bridgwater and requires an individual with strong technical expertise within accountancy practice, seeking the opportunity to progress within their career.
Client Details
Based in Bridgwater this chartered accountancy firm has developed an excellent reputation and is undergoing very positive growth and the firms 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. The firm has a clear team focused ethos and culture with long serving staff. A progression path is on offer as well, with a route to develop within this successful firm
Description
- Manage and oversee a portfolio of clients, ensuring all deadlines and regulatory requirements are met.
- Provide expert advice on accounting and finance matters to clients within the professional services industry.
- Prepare and review financial statements and tax returns.
- Develop and maintain strong client relationships, acting as the primary point of contact.
- Identify opportunities to offer additional services to clients and support business growth.
- Ensure compliance with all relevant accounting standards and regulations.
- Collaborate with internal teams to deliver exceptional service to clients.
- Support junior staff by providing guidance and overseeing their work where necessary.
Profile
A successful Client Portfolio Manager should have:
- A professional qualification in accounting, such as ACA, ACCA, ATT, CTA or equivalent.
- Proven experience managing client portfolios within the accountancy practice sector.
- Strong technical knowledge of accounting, tax and wider service provision.
- Excellent communication and relationship-building skills.
- Attention to detail and the ability to meet strict deadlines.
- A proactive approach to identifying client needs and offering tailored solutions.
Job Offer
- An estimated salary range of £38,200 to £50,000 per annum, dependent on experience.
- A collaborative and supportive working environment in Bridgwater.
- Access to additional benefits, subject to discussion.
- Opportunities to work with a diverse and engaging client base.
If you are ready to take the next step in your career as a Client Portfolio Manager, apply today to join this respected organisation in Bridgwater.
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Client Portfolio Manager employer: Michael Page
Contact Detail:
Michael Page Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who work in or around Bridgwater. Attend local industry events or join relevant online forums to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Research the firm thoroughly to understand their values, client base, and recent developments. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your ability to manage client portfolios effectively. Highlight instances where you added value through advisory services or improved client relationships.
✨Tip Number 4
Showcase your proactive approach by identifying potential challenges in client management and suggesting solutions during your discussions. This will illustrate your problem-solving skills and readiness to contribute to the firm's growth.
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 accountancy sector. Emphasise your professional qualifications like ACA or ACCA and any specific achievements that demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the firm. Mention your strong communication skills and how you can build relationships with clients. Be sure to express your enthusiasm for the opportunity to progress within the company.
Highlight Technical Expertise: In your application, clearly outline your technical knowledge in accounting and tax matters. Provide examples of how you've successfully navigated complex financial situations or provided valuable advice to clients in the past.
Showcase Team Collaboration: Since the firm values a team-focused ethos, include examples of how you've collaborated with colleagues to deliver exceptional service. Highlight any experience mentoring junior staff, as this aligns with the firm's culture of support and development.
How to prepare for a job interview at Michael Page
✨Showcase Your Technical Expertise
As a Client Portfolio Manager, you'll need to demonstrate your strong technical knowledge in accounting and tax. Be prepared to discuss specific examples from your past experience where you've successfully managed client portfolios and navigated complex financial situations.
✨Emphasise Relationship-Building Skills
This role requires excellent communication and relationship-building skills. During the interview, share instances where you've developed strong client relationships and how you've acted as a trusted advisor to your clients.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and proactive approach. Think of examples where you've identified client needs and tailored solutions, showcasing your ability to add value beyond standard services.
✨Demonstrate Team Collaboration
Since the firm values a team-focused ethos, be ready to discuss how you've collaborated with internal teams in the past. Highlight your experience in supporting junior staff and ensuring compliance with accounting standards while delivering exceptional service.
