At a Glance
- Tasks: Manage accounts, resolve queries, and prepare financial updates for your team.
- Company: Public Sector organisation in Oxford with a focus on community impact.
- Benefits: Salary up to £40,000, strong benefits, and a supportive team environment.
- Other info: Great opportunity for career growth and enhancing your skills.
- Why this job: Enjoy excellent work-life balance while making a tangible difference in the community.
- Qualifications: Experience in account management and confidence with financial data.
The predicted salary is between 37000 - 40000 £ per year.
- Excellent work-life balance and flexibility
- Opportunity to make a tangible impact
- About Our Client
The organisation operates in the Public Sector in Oxford.
Job Description
- Manage a portfolio of accounts and keep related records accurate, complete and easy to access.
- Review account information and resolve routine queries to support timely financial activity.
- Prepare clear updates on portfolio activity for colleagues across the Accounting & Finance department.
- Maintain organised documentation so financial information can be reviewed efficiently.
- Work with internal contacts to gather account details and address information gaps.
- Monitor outstanding actions across the portfolio and follow up to keep work moving.
- Use financial data to identify issues and provide practical information for day-to-day decisions.
- Contribute to consistent account management processes across the Public Sector organisation.
- The Successful Applicant
A successful 'Account Portfolio Adviser' should have
- Experience managing account portfolios and maintaining accurate financial records, or stakeholder-focused workloads.
- Confidence reviewing financial information and resolving account-related queries.
- Ability to organise documentation and keep portfolio information up to date.
- Experience preparing clear financial updates for internal colleagues.
- Ability to monitor actions, prioritise work and follow tasks through to completion.
- Confidence working with financial data to identify and address routine issues.
- What's on Offer
- Salary of £37,000 to £40,000, dependent on the level of experience.
- Strong benefits package.
- Supportive team environment.
- Excellent career-enhancing experience.
- #J-18808-Ljbffr
Account Portfolio Adviser in Oxford employer: Page Personnel
As a Tax Manager at our retail organisation, you will thrive in a dynamic work culture that values collaboration and innovation. We offer competitive daily rates, comprehensive benefits, and ample opportunities for professional growth, all within a vibrant location that fosters both personal and career development. Join us to make a meaningful impact while enjoying a supportive environment that prioritises your success.
StudySmarter Expert Advice🤫
We think this is how you could land Account Portfolio Adviser in Oxford
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Page Personnel. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Page Personnel.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Page Personnel. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Account Portfolio Adviser in Oxford
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Page Personnel and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Page Personnel how you can be a team player!
How to prepare for a job interview at Page Personnel
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Page Personnel.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Page Personnel's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
