At a Glance
- Tasks: Manage client accounts and provide expert financial advice.
- Company: Leading accountancy firm in the vibrant city of Chichester.
- Benefits: Competitive salary, career progression, and flexible remote work options.
- Why this job: Join a supportive team and make a real impact on client success.
- Qualifications: ACA or ACCA qualified with strong accounting and finance background.
- Other info: Dynamic environment with opportunities for professional growth.
The predicted salary is between 50000 - 60000 Β£ per year.
Client Manager role with a small-sized organisation specialising in business services, particularly within the Accounting & Finance industry. The company is committed to providing tailored solutions and fostering long-term client relationships.
Job Description
- Manage a portfolio of client accounts, ensuring all financial requirements are met in a timely manner.
- Prepare and review financial statements, ensuring accuracy and compliance with relevant regulations.
- Provide expert advice to clients on financial planning, tax strategies, and business growth opportunities.
- Collaborate with the internal team to ensure seamless service delivery and client satisfaction.
- Identify opportunities to expand services within the existing client base.
- Maintain up-to-date knowledge of industry trends and legislative changes relevant to business services.
- Deliver regular performance reports and updates to senior management as needed.
- Act as the primary point of contact for client queries and concerns.
The Successful Applicant
- A strong background in Accounting & Finance within the business services industry.
- ACA or ACCA qualified.
- Proven ability to manage multiple client accounts effectively.
- Excellent communication skills for client interactions and team collaboration.
- Attention to detail and a commitment to delivering high-quality work.
- Proficiency in financial software and tools relevant to the role.
- A proactive approach to identifying and solving client challenges.
What's on Offer
- A competitive salary ranging from Β£50,000 to Β£60,000 per annum.
- Permanent role with opportunities for career progression.
- Located in the vibrant city of Chichester.
- Supportive and professional company culture focused on client success.
- 1 day per week from home.
Portfolio Manager in Chichester employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Portfolio Manager in Chichester
β¨Tip Number 1
Network like a pro! Get out there and connect with people in the Accounting & Finance industry. Attend local events, join online forums, or even hit up LinkedIn to find potential contacts. You never know who might have the inside scoop on job openings!
β¨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your ACA or ACCA qualifications and your experience managing client accounts. Share specific examples of how you've helped clients grow their businesses or overcome challenges.
β¨Tip Number 3
Be proactive! If you see a company you're interested in, donβt wait for them to post a job. Reach out directly and express your interest in working with them. Tailor your message to show how your skills can help them expand their services and improve client satisfaction.
β¨Tip Number 4
Keep learning! Stay updated on industry trends and legislative changes that affect the business services sector. This knowledge will not only impress potential employers but also help you provide better advice to clients once you land the job. And remember, apply through our website for the best chances!
We think you need these skills to ace Portfolio Manager in Chichester
Some tips for your application π«‘
Tailor Your CV: Make sure your CV speaks directly to the Portfolio Manager role. Highlight your experience in Accounting & Finance, and donβt forget to mention your ACA or ACCA qualifications. We want to see how you can manage client accounts effectively!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you're passionate about client management. Let us know how you can contribute to our supportive company culture.
Showcase Your Expertise: In your application, be sure to highlight any specific financial software and tools youβre proficient in. We love seeing candidates who are proactive and can identify client challengesβso share examples of how you've done this in the past!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. Itβs the best way for us to receive your application and get to know you better. Donβt miss out on this opportunity to join our vibrant team in Chichester!
How to prepare for a job interview at Page Personnel
β¨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics relevant to the role. Understand how to interpret financial statements and be prepared to explain them clearly, as this will showcase your expertise in accounting and finance.
β¨Tailor Your Experience
Make sure to highlight your experience managing client accounts and delivering tailored solutions. Use specific examples from your past roles that demonstrate your ability to meet financial requirements and provide expert advice on tax strategies and business growth.
β¨Showcase Your Communication Skills
Since excellent communication is crucial for this role, practice articulating your thoughts clearly and confidently. Prepare to discuss how you've successfully collaborated with teams and clients in the past, ensuring seamless service delivery and client satisfaction.
β¨Stay Updated on Industry Trends
Research current trends and legislative changes in the accounting and finance industry. Being knowledgeable about these topics will not only impress your interviewers but also show your proactive approach to identifying opportunities for clients.