Client Manager, Business Services Manager, Portfolio Manager, Accounts Manager in Wedmore

Client Manager, Business Services Manager, Portfolio Manager, Accounts Manager in Wedmore

Wedmore Full-Time 45000 - 55000 £ / year (est.) Home office (partial)
Page Personnel

At a Glance

  • Tasks: Manage accounts and tax services for diverse clients in a dynamic environment.
  • Company: Leading chartered accountants in Bridgwater with a focus on growth and development.
  • Benefits: Competitive salary, flexible hours, hybrid working, and career progression opportunities.
  • Other info: Clear path for career advancement in a supportive team environment.
  • Why this job: Join a successful firm and make a real impact while advancing your career.
  • Qualifications: ACA/ACCA qualified with experience in audit, accounts, or tax within UK accountancy.

The predicted salary is between 45000 - 55000 £ per year.

Client Manager to join a chartered accountants in Bridgwater. Career development and progression on offer in a growing firm.

About Our Client: A leading firm of accountants based in Bridgwater acting for clients across the spectrum in size, across wide ranging sectors, industries and turnovers up to and in excess of the audit threshold in turnover. Clients are wide ranging across varied industry sole trader, partnerships and limited companies, OMBs, SMEs.

Highly competitive salaries, benefits, flexible working hours and hybrid working also on offer.

Job Description: Joining the Bridgwater offices as Client Manager you will take on the management and delivery of accounts, tax and wider associated services to a portfolio of mixed industry sole trade, partnership and limited company SMEs, OMBs and corporate clients typically into the £millions in turnovers. You will carve a key, influential role here managing the team and you will also have opportunity to work with partners on developing and managing the team. There will be a clear path and route to progress on offer here.

The Successful Applicant: For this Client Manager role you will be ACA/ACCA qualified, with a career background across any of audit, accounts, tax and service delivery to wide ranging sole trade, partnership and limited company clients, developed within a UK accountancy practice firm environment of any size. You will have developed your career to the managerial levels or similar, looking for a career move and role where you can see a development path on offer within a growing, highly successful chartered firm.

What's on Offer: Circa £42,000- £50,000 + dependent on the background experience and level of the right professional, plus benefits, negotiable.

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

Our client is an excellent employer, offering a supportive and collaborative culture that fosters employee growth and innovation within the Technology & Telecoms sector. With a hybrid working model and flexible hours, employees enjoy a healthy work-life balance while engaging with senior stakeholders and contributing to strategic initiatives. The company prioritises career development, providing opportunities for mentorship and progression, making it an ideal place for those seeking meaningful and rewarding employment.

Page Personnel

Contact Details:

Page Personnel Recruitment Team

StudySmarter Expert Advice🤫

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

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Page Personnel. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

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

ACA/ACCA Qualification
Account Management
Tax Services
Audit Experience
Service Delivery
Team Management
Client Relationship Management

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Page Personnel.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Page Personnel's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Page Personnel

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Page Personnel.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Page Personnel will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Page Personnel employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.