Client Manager, Business Services Manager, Portfolio Manager, Accounts Manager
Client Manager, Business Services Manager, Portfolio Manager, Accounts Manager

Client Manager, Business Services Manager, Portfolio Manager, Accounts Manager

Plymouth Full-Time 36000 - 66000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client portfolios, build relationships, and lead advisory services.
  • Company: Join a dynamic chartered accountancy firm in Plymouth with diverse clients.
  • Benefits: Enjoy competitive salary, career progression, and a supportive work environment.
  • Why this job: Great opportunity for growth in a fast-paced, entrepreneurial setting.
  • Qualifications: Must hold ACA/ACCA/CTA qualifications with managerial experience in accountancy.
  • Other info: Flexible salary based on experience; apply online for more details.

The predicted salary is between 36000 - 66000 Β£ per year.

Client Manager to join a growing chartered accountancy firm in Plymouth. Managing clients, teams & growing this Business Service line with progression.

About Our Client: Based in Plymouth, this firm acts for very wide-ranging clients across varying industries, including sole traders, partnerships, limited company OMBs, SMEs, and larger corporate clients exceeding the audit threshold in turnover. The firm provides an opportunity for the right professional to progress with a clear path on offer.

Job Description: Joining this firm as Client Manager in Plymouth, you will service a wide-ranging client portfolio, managing the full delivery of services, building client relationships, and leading on delivering added value, advisory, and planning work to clients. You will also work with your team in a review/mentoring and training capacity and carve a career within this firm, progressing as a key managerial addition with a clear path on offer for those looking to advance.

The Successful Applicant: For this Client Manager role, you will hold any of the ACA / ACCA / CTA qualifications with a career background in accountancy practice, having developed your career to the managerial levels. You will have an all-around accountancy practice career background with skills across accounts, tax, audit, etc., gained within small, medium/large UK accountancy firm environments as an all-round general accountancy practice professional. You will be seeking a move to join a fast-growing, entrepreneurial firm of chartered accountants.

What's on Offer: Circa Β£45,000 - Β£55,000 dependent on the background experience and level of the right professional, plus benefits, negotiable.

Please apply online and for a further confidential discussion, please contact Mark Bailey on 01179271452 to find out more.

Client Manager, Business Services Manager, Portfolio Manager, Accounts Manager employer: Page Personnel

Join a dynamic and growing chartered accountancy firm in Plymouth, where you will have the opportunity to manage a diverse client portfolio while fostering strong relationships and delivering valuable advisory services. With a supportive work culture that prioritises professional development and clear progression paths, this firm is committed to nurturing talent and providing a rewarding environment for its employees. Enjoy competitive remuneration and a range of benefits in a vibrant location that encourages both personal and professional growth.
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Contact Detail:

Page Personnel Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Client Manager, Business Services Manager, Portfolio Manager, Accounts Manager

✨Tip Number 1

Network with professionals in the accountancy field, especially those who work in or have connections to chartered accountancy firms. Attend industry events or local meetups in Plymouth to build relationships that could lead to job opportunities.

✨Tip Number 2

Research the specific firm you’re applying to and understand their client base and service offerings. Tailor your conversations during networking or interviews to demonstrate how your experience aligns with their needs and values.

✨Tip Number 3

Prepare to discuss your managerial experience and how you've successfully led teams in the past. Highlight specific examples of how you've added value to clients and improved service delivery in your previous roles.

✨Tip Number 4

Stay updated on the latest trends and regulations in accountancy, particularly those affecting SMEs and corporate clients. This knowledge will not only help you in interviews but also position you as a knowledgeable candidate who can provide valuable insights.

We think you need these skills to ace Client Manager, Business Services Manager, Portfolio Manager, Accounts Manager

Client Relationship Management
Team Leadership
Advisory Skills
Financial Planning
Taxation Knowledge
Audit Experience
Portfolio Management
Communication Skills
Mentoring and Training
Problem-Solving Skills
Attention to Detail
Time Management
Analytical Skills
Business Development

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights relevant experience in accountancy practice, particularly in client management and advisory roles. Use specific examples that demonstrate your skills in managing client relationships and delivering value-added services.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention your qualifications (ACA/ACCA/CTA) and how your background aligns with the firm's needs. Be sure to express your enthusiasm for contributing to their growth.

Highlight Relevant Skills: In your application, emphasise your skills in accounts, tax, and audit. Provide concrete examples of how you've successfully managed client portfolios and led teams, as these are key aspects of the Client Manager role.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the accountancy field.

How to prepare for a job interview at Page Personnel

✨Know Your Client Portfolio

Before the interview, research the types of clients the firm works with. Understanding their diverse industries will help you demonstrate your ability to manage a varied client portfolio effectively.

✨Showcase Your Qualifications

Be prepared to discuss your ACA, ACCA, or CTA qualifications in detail. Highlight how your educational background and professional experience align with the requirements of the Client Manager role.

✨Demonstrate Leadership Skills

Since the role involves mentoring and training team members, be ready to share examples of your leadership experiences. Discuss how you've successfully led teams or projects in the past.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and client management abilities. Think of specific situations where you added value to clients and how you handled challenges.

Client Manager, Business Services Manager, Portfolio Manager, Accounts Manager
Page Personnel
Location: Plymouth

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