Portfolio Holder - Accounting & Advisory (Director Track)
Portfolio Holder - Accounting & Advisory (Director Track)

Portfolio Holder - Accounting & Advisory (Director Track)

Full-Time 43200 - 72000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage a client portfolio and mentor junior staff while driving firm development.
  • Company: Award-winning accounting firm with a focus on career progression.
  • Benefits: 30 days holiday, private medical insurance, and professional development opportunities.
  • Why this job: Join a dynamic team and shape the future of accounting while advancing your career.
  • Qualifications: Significant experience in Accountancy Practice and a passion for mentorship.
  • Other info: Flexible and hybrid working arrangements available.

The predicted salary is between 43200 - 72000 £ per year.

An award-winning accounting firm is seeking a Portfolio Holder at the Senior Manager or Director level. This role requires managing a client portfolio, providing mentorship, and contributing to the firm's development.

Ideal candidates will have significant experience in Accountancy Practice, with ambitions for career progression. The position is based in Bury, offering flexible and hybrid working arrangements, alongside competitive benefits including 30 days of holiday, private medical insurance, and professional development opportunities.

Portfolio Holder - Accounting & Advisory (Director Track) employer: PM+M

Join an award-winning accounting firm in Bury, where we prioritise employee growth and well-being. With flexible working arrangements, 30 days of holiday, and comprehensive benefits including private medical insurance, we foster a supportive work culture that encourages mentorship and career progression for our team members. This is an excellent opportunity for those looking to make a meaningful impact in the accounting sector while enjoying a balanced work-life experience.
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Contact Detail:

PM+M Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Holder - Accounting & Advisory (Director Track)

✨Tip Number 1

Network like a pro! Reach out to your connections in the accounting world and let them know you're on the hunt for a Portfolio Holder role. You never know who might have the inside scoop on openings or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews! Research the firm thoroughly, especially their values and recent achievements. This will help us tailor our responses and show that we’re genuinely interested in contributing to their development.

✨Tip Number 3

Showcase your mentorship skills! Be ready to discuss how you've guided others in your previous roles. Highlighting this experience can set us apart, especially since the role involves providing mentorship.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows that you’re keen on joining our team and are familiar with our processes.

We think you need these skills to ace Portfolio Holder - Accounting & Advisory (Director Track)

Client Portfolio Management
Mentorship
Accountancy Practice
Career Progression Ambition
Flexible Working
Hybrid Working
Professional Development
Communication Skills

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 achievements in accountancy practice and any leadership roles you've held, as we want to see how you can contribute to our firm's development.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your experience makes you the perfect fit. Don’t forget to mention your ambitions for career progression – we love to see candidates who are eager to grow!

Showcase Your Mentorship Skills: Since this role involves providing mentorship, be sure to include examples of how you've supported others in their professional journeys. We value collaboration and want to know how you can help nurture talent within our team.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at PM+M

✨Know Your Numbers

As a Portfolio Holder in Accounting & Advisory, you’ll need to demonstrate your expertise in financial management. Brush up on key metrics and be ready to discuss how you've successfully managed client portfolios in the past. This shows you’re not just familiar with numbers, but you can also leverage them for strategic decision-making.

✨Showcase Your Mentorship Skills

This role involves providing mentorship, so be prepared to share specific examples of how you've guided junior staff or peers. Think about challenges they faced and how you helped them overcome those. This will highlight your leadership qualities and commitment to team development.

✨Align with Their Vision

Research the firm’s values and recent achievements. During the interview, connect your career ambitions with their goals. For instance, if they focus on innovation in accounting practices, discuss how you’ve embraced new technologies or methodologies in your previous roles.

✨Prepare Questions That Matter

Interviews are a two-way street. Prepare insightful questions that reflect your interest in the firm’s future and your potential role in it. Ask about their approach to professional development or how they envision the growth of the accounting practice. This shows you’re serious about contributing to their success.

Portfolio Holder - Accounting & Advisory (Director Track)
PM+M
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  • Portfolio Holder - Accounting & Advisory (Director Track)

    Full-Time
    43200 - 72000 £ / year (est.)
  • P

    PM+M

    50-100
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