At a Glance
- Tasks: Manage client portfolios, providing accounting and tax support while supervising outsourced teams.
- Company: Progressive two-partner firm in Hertfordshire with a focus on client relationships.
- Benefits: Quarterly bonuses, career progression, and training opportunities in a forward-thinking environment.
- Other info: Opportunity for professional growth and development in a supportive atmosphere.
- Why this job: Join a dynamic team and make a real impact in the media sector.
- Qualifications: ACA/ACCA qualified or finalist with small firm experience and strong communication skills.
The predicted salary is between 40000 - 50000 £ per year.
Our client, a progressive two-partner firm in Hertfordshire seeks an ACA or ACCA qualified/finalist accountant to join them as a Portfolio Manager. Reporting to the partners you will liaise with the firm’s clients providing accounting and tax support and advice.
In return you will be eligible for a quarterly bonus and have the opportunity to progress and develop your career within a forward thinking organisation.
As Portfolio Manager your key responsibility will be to provide an efficient accounting and tax service to your client bank. This will include supervising and reviewing work done by the outsourced team, finalising accounts and tax returns and offering accounting and business support and advice. You will work with sole traders, partnerships, small limited companies many of whom are in the media sector. The role may also involve assisting with audits. Training and support will be provided.
You will be a fully qualified or finalist ACCA/ACA Accountant who has experience of working in a small firm of Accountants with a real interest in adding value to clients and developing business relationships. Knowledge of IRIS and Sage Line 50 is preferable. Naturally you will have excellent communication skills and IT skills.
To apply, send your CV along with a brief covering letter outlining your relevant experience and demonstrating why you think you are the right person for this role along with current and required salary and notice period quoting VP 262.
Portfolio Manager in London employer: RG Duncan Accountancy Recruitment
Join a dynamic and progressive two-partner firm in Hertfordshire, where your career as a Portfolio Manager will flourish in a supportive and collaborative environment. With opportunities for professional growth, quarterly bonuses, and a focus on client relationships, this firm is dedicated to fostering a culture of excellence and innovation in accounting and tax services. Embrace the chance to work closely with diverse clients, including those in the media sector, while receiving comprehensive training and support to enhance your skills.
Contact Details:
RG Duncan Accountancy Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager in London
✨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 RG Duncan Accountancy Recruitment. 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 London
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 RG Duncan Accountancy Recruitment.
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 RG Duncan Accountancy Recruitment'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 RG Duncan Accountancy Recruitment
✨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 RG Duncan Accountancy Recruitment.
✨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 RG Duncan Accountancy Recruitment 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 RG Duncan Accountancy Recruitment 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.
