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For Companies At a Glance
- Tasks: Manage a diverse client portfolio and mentor junior staff for success.
- Company: Join a leading independent firm with a clear path for career growth.
- Benefits: Enjoy a competitive salary, flexible working options, and on-site parking.
- Why this job: Be part of a dynamic team, engage in complex advisory work, and build lasting client relationships.
- Qualifications: ACA/ACCA qualified with strong communication and multitasking skills.
- Other info: Opportunity to represent the firm at networking events and contribute to internal projects.
The predicted salary is between 39600 - 77000 £ per year.
Responsibility for a portfolio of clients across a range of industry sectors, including sole-traders, partnerships, and limited companies.
You need to ensure the staff under your responsibility are mentored, developed, and helped to thrive.
Client Details
The client is a reputable and leading independent firm. They have a very clear appraisal and development path where you can progress in decent timescales through the ranks with good performance. They are a one-stop shop for business services providing a large amount of interesting and complex advisory work.
Description
- Consistently run a varied portfolio of clients, including dealing with the completion/reviewing of annual accounts and tax computations, reviewing VAT returns completed by junior members of staff.
- Conduct planning meetings with the junior staff to relay client knowledge/deadlines and take an active role in ensuring that all accounts & tax returns are filed with the relevant authorities on time for your portfolio.
- Plan your team\’s workload and balance this with the needs of the firm to achieve the firm\’s expected turnaround for jobs.
- Arrange pre-year-end meetings with the client.
- Ensuring that clients\’ accounting records are maintained accurately throughout the year and be able to provide management figures as required.
- Attend client meetings and build your relationship with the client to become the main point of contact for your portfolio.
- Speak confidently with clients about software options relevant to their needs.
- Understanding and adhering to our internal software and procedures.
- To promote and ensure best practice is followed for all compliance matters.
- Assisting in the completion/review of quarterly VAT returns & filing at HMRC in line with making tax digital.
- To proactively deal with client queries and cover advice with partners before forwarding to clients.
- Review external communications and liaise with the Partner on matters containing advice. Liaise with clients and HMRC on portfolio matters.
- Helping to oversee the day-to-day management of a department, including assigning work to staff members.
- Take responsibility for job performance and recoveries. Identify training needs within the team to develop staff to their career goals.
- Undertake staff appraisals for direct reports.
- Represent the firm externally at various networking events and build relationships in the communities our offices are based.
- A willingness to contribute or manage internal projects that may not be directly related to the portfolio management.
- Assist with administrative duties as required by the firm.
- To effectively manage the financial aspects of the portfolio. Maintain control of the WIP level within your portfolio.
- To have a collaborative approach with your department and the rest of the firm. Delegate appropriate tasks to staff to further their development.
Profile
- Preferred ACA / ACCA qualified.
- Flexibility and approachability under pressure.
- You must be proactive, tenacious and show initiative at all times.
- Excellent attention to detail and a high degree of accuracy.
- The ability to communicate confidently, clearly and effectively at all levels including ensuring the partner is aware of any client issues.
- The ability to work closely with other members of the team and management team.
- A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients.
- A high level of professionalism to deliver client service excellence.
- The ability to build excellent relationships with all colleagues through role model behaviour in line with the Firm\’s culture and strategic objectives.
- The ability to multitask and meet deadlines when required.
- Effective delegation and time management.
- To understand when it is necessary to escalate either technical or client experience issues to the partner or support specialists.
Job Offer
- Competitive Salary of up to £55,000 DOE
- Flexible and hybrid working options
- Parking on site
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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
Familiarize yourself with the specific industry sectors that the firm serves. Understanding the nuances of these sectors will help you engage more effectively with potential clients and demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the accounting and advisory fields. Attend relevant events or webinars to connect with individuals who may have insights into the firm’s culture and expectations, which can give you an edge in your application.
✨Tip Number 3
Showcase your leadership skills by discussing any previous experiences where you mentored or developed team members. This aligns with the firm's emphasis on staff development and will highlight your suitability for the role.
✨Tip Number 4
Prepare to discuss how you handle client relationships and manage portfolios effectively. Be ready to provide examples of how you've successfully navigated client queries and maintained compliance, as this is crucial for the role.
We think you need these skills to ace Client Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client portfolio management, including any specific achievements in mentoring and developing staff. Use keywords from the job description to align your skills with what the company is looking for.
Craft a Strong Cover Letter: In your cover letter, emphasize your proactive approach and ability to manage client relationships effectively. Mention your qualifications (ACA/ACCA) and how they relate to the responsibilities outlined in the job description.
Showcase Your Communication Skills: Since the role requires effective communication with clients and team members, provide examples in your application of how you've successfully communicated complex information in previous roles.
Highlight Team Management Experience: Discuss your experience in managing teams, delegating tasks, and conducting appraisals. This will demonstrate your capability to oversee the day-to-day management of a department as required by the position.
How to prepare for a job interview at Michael Page
✨Showcase Your Client Management Skills
Be prepared to discuss your experience managing a diverse portfolio of clients. Highlight specific examples where you've successfully built relationships and addressed client needs, demonstrating your ability to be the main point of contact.
✨Demonstrate Leadership and Mentoring Abilities
Since the role involves mentoring junior staff, share instances where you've guided team members or contributed to their professional development. This will show your capability to lead and foster a collaborative environment.
✨Prepare for Technical Questions
Expect questions related to accounting practices, tax computations, and compliance matters. Brush up on relevant regulations and be ready to discuss how you ensure accuracy and adherence to best practices in your work.
✨Exhibit Proactive Problem-Solving
The job requires a proactive approach to client queries and issues. Prepare to discuss how you've handled challenging situations in the past, showcasing your initiative and ability to escalate matters when necessary.
