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For Companies At a Glance
- Tasks: Lead client service delivery and manage a diverse portfolio of clients.
- Company: Join a progressive accountancy practice with a dynamic team in Chichester.
- Benefits: Enjoy 28 days holiday, birthday off, bonus scheme, and free parking.
- Why this job: Perfect for proactive accountants seeking variety and a supportive work culture.
- Qualifications: ACCA or ACA qualified with 2-3 years' experience in UK accountancy.
- Other info: Opportunity to mentor junior staff and engage in advisory work.
The predicted salary is between 36000 - 60000 £ per year.
Are you a qualified accountant looking to take ownership of a diverse client portfolio in a growing, forward-thinking firm? We’re working with a well-established and progressive accountancy practice with offices across Chichester and Hampshire. They are seeking a proactive and experienced Portfolio Manager to join their dynamic team. This is a fantastic opportunity for someone with strong client management skills who enjoys variety and thrives in a collaborative, supportive environment.
The Role
As Portfolio Manager, you will lead the delivery of services to your own portfolio of clients, ensuring compliance, quality, and a first-class client experience. Your responsibilities will include:
- Managing all aspects of client service delivery, including year-end accounts, corporation tax, and personal tax compliance
- Advising clients on business and tax matters, offering strategic insight and support
- Leading and mentoring junior team members, reviewing work, and supporting their development
- Overseeing workflow to ensure timely, accurate, and efficient delivery of services
- Meeting internal billing targets and service KPIs
- Supporting Directors and Partners on more complex or high-value clients
You’ll play a vital role in maintaining client relationships and driving excellent standards across the practice.
About You
You will be:
- ACCA or ACA qualified, with at least 2–3 years' post-qualification experience in a UK accountancy practice
- Confident managing your own portfolio and communicating with clients at all levels
- Organised, detail-oriented, and comfortable working to deadlines
- Experienced in reviewing accounts and providing constructive feedback to junior staff
- Technically strong, with a good grasp of both business and personal tax compliance
- Proficient in Microsoft Office, especially Excel and Word
- Experience with a variety of accounting software and an interest in advisory work will be highly valued.
What’s on Offer
- Competitive salary, dependent on experience
- 28 days holiday (including Bank Holidays), increasing with service
- An extra day off for your birthday
- Discretionary annual bonus scheme
- Regular staff social events
- Free onsite parking
- A full UK driving licence is required due to office locations.
Portfolio Manager employer: Pro Talent
Contact Detail:
Pro Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who work in or have connections to the Chichester area. Attend local industry events or join relevant online forums to make valuable contacts that could help you learn more about the firm and its culture.
✨Tip Number 2
Research the specific accounting software used by the firm and familiarise yourself with it. Highlighting your proficiency in these tools during conversations can demonstrate your commitment and readiness to hit the ground running.
✨Tip Number 3
Prepare to discuss your experience in managing client portfolios and delivering exceptional service. Think of specific examples where you've successfully navigated challenges or improved client satisfaction, as this will showcase your suitability for the role.
✨Tip Number 4
Showcase your leadership skills by discussing any mentoring or training experiences you've had with junior staff. This will highlight your ability to lead a team and contribute positively to the firm's collaborative environment.
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your ACCA or ACA certification, and emphasises your experience in managing client portfolios. Use specific examples to demonstrate your client management skills and your ability to meet deadlines.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for accountancy and your proactive approach. Mention your experience in leading teams and your technical strengths in business and personal tax compliance. Be sure to explain why you are interested in this particular role and how you can contribute to the firm.
Highlight Relevant Experience: In your application, focus on your previous roles where you managed client service delivery, provided strategic advice, and mentored junior staff. Use metrics or achievements to illustrate your impact in those positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in accountancy.
How to prepare for a job interview at Pro Talent
✨Showcase Your Client Management Skills
As a Portfolio Manager, you'll be managing a diverse client portfolio. Be prepared to discuss your previous experiences in client management, highlighting how you've built and maintained strong relationships with clients.
✨Demonstrate Technical Knowledge
Make sure you brush up on your knowledge of business and personal tax compliance. Be ready to answer technical questions and provide examples of how you've applied this knowledge in your previous roles.
✨Highlight Leadership Experience
Since the role involves mentoring junior team members, share specific instances where you've led a team or provided constructive feedback. This will show your ability to support and develop others in a collaborative environment.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle complex client situations. Think of examples from your past work where you've successfully navigated challenges and delivered excellent service.