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For Companies At a Glance
- Tasks: Manage a diverse client portfolio and deliver year-end accounts, tax, and advisory services.
- Company: A growing chartered accountancy firm based in Seaton with a supportive culture.
- Benefits: Competitive salary, flexible hours, hybrid working, and excellent work-life balance.
- Why this job: Become a trusted advisor and influence the growth of a successful firm.
- Qualifications: Qualified in ACA/ACCA/CTA/AAT or equivalent with accountancy practice experience.
- Other info: Clear progression opportunities for ambitious professionals looking to advance their careers.
The predicted salary is between 38000 - 50000 £ per year.
A growing firm of chartered accountants based in Seaton is searching for a Client Portfolio Manager to join their team.
You will be managing a wide ranging client portfolio overseeing the delivery of year end accounts, tax, advisory services and building client relationships as well as developing and supporting the wider team and working closely with the firms directors as a key addition.
Client Details
Based in Seaton this chartered accountancy firm has experienced ongoing and sustained growth and the firm services wide ranging clients, from small sole traders, partnerships through to clients up to and in excess of the audit threshold in turnover on larger limited company SMEs and OMBs. The firm provides a mix of home to office hybrid working, flexible hours with an excellent work life balance and team focused culture, along with competitive salary and benefits.
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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 like a pro! Reach out to your connections in the accountancy field and let them know you're on the lookout for a Client Portfolio Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by researching the firm thoroughly. Understand their client base and services, so you can showcase how your experience aligns with their needs. We want you to shine as the perfect fit!
✨Tip Number 3
Practice your pitch! Be ready to explain how you've built client relationships in the past and how you can bring that expertise to the table. Confidence is key, and we believe in you!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining this growing firm of chartered accountants.
We think you need these skills to ace Client Portfolio Manager
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 qualifications like ACA/ACCA/CTA/AAT and any relevant experience in managing client portfolios.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your passion for building client relationships and how you can contribute to the firm's growth.
Showcase Your Team Spirit: Since this role involves mentoring and supporting a wider team, don’t forget to mention your teamwork skills. Share examples of how you've developed or supported colleagues 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 get you on board with our fantastic team!
How to prepare for a job interview at Michael Page
✨Know Your Numbers
As a Client Portfolio Manager, you'll be dealing with accounts and financial data. Brush up on key financial metrics and be ready to discuss how you've managed client portfolios in the past. This shows your expertise and helps build trust with the interviewers.
✨Showcase Your Relationship Skills
Building strong client relationships is crucial in this role. Prepare examples of how you've successfully developed client relationships and resolved issues. Highlight your communication skills and how you can be a trusted advisor to clients.
✨Understand the Firm's Culture
Research the firm’s values and culture before the interview. Since they emphasise a team-focused environment, think about how you can contribute to that culture and support your colleagues. Be ready to discuss how you work well in a team setting.
✨Prepare for Progression Questions
The firm offers clear routes for progression, so be prepared to discuss your career ambitions. Think about where you see yourself in the future and how this role fits into your long-term goals. This shows you're serious about your career development.
