At a Glance
- Tasks: Manage a diverse client portfolio and deliver tailored accounts and tax services.
- Company: A respected accountancy firm in Hampshire with a people-first approach.
- Benefits: Competitive salary, supportive environment, and opportunities for professional growth.
- Other info: Enjoy a flexible work-life balance in a collaborative setting.
- Why this job: Join a dynamic team and make a real impact on client relationships.
- Qualifications: ACCA or ACA qualified with experience in accountancy practice.
The predicted salary is between 36000 - 60000 £ per year.
A respected and forward-thinking accountancy firm in Hampshire is looking to welcome an experienced Portfolio Manager to their growing team. This is a key role within the practice, offering the opportunity to work closely with a diverse client base and lead on delivering accounts, tax and business advisory services with a personal, relationship-led approach.
This role would suit a qualified ACCA or ACA accountant who enjoys variety, autonomy and client interaction, and is ready to take on a hands-on portfolio with responsibility and support in equal measure.
The role:
- Managing your own portfolio of clients, predominantly owner-managed businesses across a range of industries
- Preparing and reviewing year-end accounts, corporation tax returns and personal tax submissions
- Providing proactive business advice and identifying opportunities to add value
- Building long-term client relationships through trust, clarity and tailored support
- Overseeing junior staff and assisting in their development where appropriate
- Working closely with partners and other team members to ensure seamless service delivery
What we’re looking for:
- ACA or ACCA qualified with solid experience in an accountancy practice environment
- Comfortable handling a mixed portfolio and advising on both compliance and business matters
- Strong communication skills and a personable, down-to-earth approach
- Highly organised with great attention to detail and the ability to manage deadlines
- A collaborative mindset and enthusiasm for being part of a supportive, close-knit team
What’s on offer:
- A progressive, client-focused firm that values relationships over rigid structures
- A warm and welcoming working environment where ideas and input are genuinely valued
- Competitive salary based on experience
- Opportunities to grow and evolve your role as the firm continues to expand
- A balance of professionalism and flexibility to support a healthy work-life rhythm
If you’re an experienced portfolio manager or senior accountant looking for that next step in a firm where people come first, both clients and colleagues, we’d love to hear from you.
Portfolio Manager in Old Basing employer: ProTalent
Join a respected and forward-thinking accountancy firm in Hampshire, where you will thrive in a warm and welcoming environment that prioritises relationships and values your input. With a focus on professional growth and a healthy work-life balance, this role offers the chance to manage a diverse portfolio of clients while enjoying autonomy and support from a close-knit team. Embrace the opportunity to develop your skills and advance your career in a progressive firm that truly puts people first.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager in Old Basing
✨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 ProTalent. 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 Portfolio Manager in Old Basing
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 ProTalent.
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 ProTalent'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 ProTalent
✨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 ProTalent.
✨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 ProTalent 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 ProTalent 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.
