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For Companies At a Glance
- Tasks: Manage your own portfolio of SME clients and contribute to team development.
- Company: Join a forward-thinking accountancy firm with a focus on growth.
- Benefits: 30 days holiday, flexible working, and comprehensive health support.
- Why this job: Great opportunity for career progression towards Director or Partnership roles.
- Qualifications: Experience in accountancy practice and managing client portfolios.
- Other info: Dynamic work environment with extensive learning and development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Overview
An opportunity has arisen to join the Accounting + Advisory team as a Portfolio Holder; this will be at either a Senior Manager or Director level, depending on your experience to date, as the role can offer long term progression opportunities.
Responsibilities
- Manage your own portfolio of SME and limited company clients, or work closely with an experienced portfolio holder and transition to a portfolio holder role.
- Contribute to the development of the department and team, and pursue internal and external development opportunities.
- As part of PM+M, support long-term progression towards Director and/or Partnership, and grow existing client and fee base.
- Role alignment includes a focus on long-term client and business development within the firm.
Qualifications and what we are looking for
This is an ideal opportunity for someone who has a well established career to date within an Accountancy Practice, with experience of managing their own portfolio of SME and limited company clients or working very closely with an experienced portfolio holder and now looking to move into a portfolio holder.
This role is ideal for someone with ambitions to progress their career through to Director and/or Partnership eventually, as well as growing an existing client and fee base.
As a Director, or Senior Manager, within PM+M, we will be looking for someone who shows long term ambition, and is keen to develop not only the department and team, but also themselves in development opportunities internally and externally.
Location and working arrangements
This role will require at least 50% of time based from our Bury office.
Benefits and other information
- 30 days’ holiday per annum + bank holidays
- Office closedown over Winter Break
- Flexible Easter Break and accommodation for other religious festivals
- On site free parking
- Employer pension contribution of 8%
- Death in service life cover of 4 x salary
- Private medical insurance, income protection scheme
- Weekly flexi time and family-friendly policies including enhanced maternity, paternity, adoption and shared parental pay
- Flexible benefits (salary sacrifice) scheme with a range of benefits such as extra holidays and electric car scheme
- Flexible/hybrid working, full technical and soft skills training and support
- Recruitment incentive scheme, cycle to work scheme
- Employee well-being portal and access to health, well-being, financial and legal support via WeCare app
- Dress for your day policy and dress down Fridays
- Paid sick leave, extensive learning & development opportunities and study support
- Firm-wide success bonus based on achievement of certain financial metrics
- Access to Dashlane password manager for you + 9 family and friends
- Fee-free service to whole of market mortgage and insurance advice
- Access to Able Futures support and a Mental Health Support Service
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Portfolio Holder – Accounting + Advisory employer: P M & M
Contact Detail:
P M & M Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Holder – Accounting + Advisory
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Portfolio Holder role.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your achievements and experiences managing SME and limited company clients. This will help you stand out when chatting with potential employers or during interviews.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by doing mock sessions with friends or mentors. Focus on articulating your long-term ambitions and how you can contribute to the growth of the team and department.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly shows your enthusiasm for joining our Accounting + Advisory team.
We think you need these skills to ace Portfolio Holder – Accounting + Advisory
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Portfolio Holder role. Highlight your experience managing SME and limited company clients, as well as any ambitions for progression within an accountancy practice.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your long-term ambitions and how you can contribute to the development of our Accounting + Advisory team. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples to demonstrate how you've grown client bases or contributed to team success in previous roles. Numbers speak volumes!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at P M & M
✨Know Your Portfolio Inside Out
Before the interview, make sure you’re familiar with the types of SME and limited company clients you’ve worked with. Be ready to discuss specific examples of how you've managed these portfolios and contributed to their growth. This shows your expertise and readiness for the role.
✨Showcase Your Ambition
This role is all about long-term progression, so don’t shy away from discussing your career aspirations. Talk about your goals to move towards Director or Partnership and how you plan to contribute to the department's development. It’s important to align your ambitions with the company's vision.
✨Highlight Team Development Experience
Since the role involves contributing to team development, be prepared to share examples of how you’ve supported your colleagues in the past. Whether it’s through mentoring or leading projects, demonstrating your commitment to team success will resonate well with the interviewers.
✨Prepare Questions About Growth Opportunities
Interviews are a two-way street, so come armed with questions about the firm’s internal and external development opportunities. This not only shows your interest in personal growth but also your proactive approach to understanding how you can fit into their long-term plans.
