At a Glance
- Tasks: Manage client relationships and deliver accounting, tax, and advisory services.
- Company: Reputable chartered accountancy firm based in Exeter with a strong growth trajectory.
- Benefits: Attractive salary, competitive benefits, and clear career progression opportunities.
- Other info: Exciting path to Director/Partner roles within a supportive environment.
- Why this job: Join a dynamic team and make a real impact on diverse client portfolios.
- Qualifications: AAT, ACA, ACCA, CTA or equivalent qualifications with managerial experience.
The predicted salary is between 42000 - 55000 £ per year.
Based in Exeter, this chartered accountancy firm has a long‑standing reputation and sustained growth. Partners are seeking a key right‑hand support who can lead on the management and delivery of accounting, tax and wider services, adding value to clients on advisory and planning projects. Attractive and competitive salaries and benefits are on offer, along with a clear progression path.
As Client Portfolio Manager, you will manage relationships and a portfolio of wide‑ranging industry clients across OMBs and SMEs. You will review year‑end accounts, provide tax and advisory services, and develop business opportunities whilst managing a team and working closely with Partners. You will lead on delivering added value, advisory and planning work to clients, and carve a career within the firm as a key partner support, with a route to Director/Partner progression.
For this role you will hold any of the AAT, ACA, ACCA, CTA or equivalent qualifications and have an all‑round accounts/tax career background developed within small, medium or larger independent or Top‑50/Tier firms, progressing to managerial levels. You should be seeking a new opportunity that offers a clear professional progression path.
Circa £42,000‑£55,000, dependent on background and experience, plus benefits.
Client Portfolio Manager in Exeter employer: Michael Page
This Exeter-based chartered accountancy firm is an exceptional employer, offering a supportive work culture that prioritises professional growth and development. With competitive salaries and a clear progression path towards Director or Partner roles, employees are empowered to manage diverse client portfolios while receiving comprehensive training and mentorship from experienced partners. The firm's commitment to adding value through advisory services ensures that every team member plays a crucial role in shaping client success, making it a rewarding place to build a meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager in Exeter
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the accounting and finance sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to people on LinkedIn. We can help you find opportunities through our website!
✨Tip Number 2
Prepare for interviews like a pro! Research the firm thoroughly, understand their values, and think about how your experience aligns with their needs. Practise common interview questions and have some insightful questions ready to ask them too. We’ve got resources on our site to help you ace those interviews!
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your achievements in managing client relationships, delivering advisory services, and leading teams. This will set you apart from other candidates. Don’t forget to check out our website for tips on building an impressive portfolio!
✨Tip Number 4
Follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you on their radar. Remember, we’re here to support you in your job search journey through our platform!
We think you need these skills to ace Client Portfolio Manager in Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Portfolio Manager role. Highlight your relevant qualifications like AAT, ACA, ACCA, or CTA, and showcase your experience in managing client relationships and delivering advisory services.
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 career progression and how you can add value to the firm and its clients.
Showcase Your Team Management Skills:Since you'll be managing a team, make sure to highlight your leadership experience. Share examples of how you've successfully led teams in the past and contributed to their development.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining 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 tax matters daily. Brush up on key financial metrics and recent changes in tax legislation relevant to your potential clients. This will show your expertise and readiness to add value from day one.
✨Showcase Your Advisory Skills
Prepare examples of how you've successfully advised clients in the past. Think about specific situations where your insights led to significant improvements or savings for clients. This will demonstrate your ability to lead on advisory projects effectively.
✨Understand the Firm's Culture
Research the chartered accountancy firm’s values and culture. Be ready to discuss how your personal values align with theirs. This will help you connect with the interviewers and show that you're not just a fit for the role, but also for the team.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm's growth plans, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
