At a Glance
- Tasks: Manage a diverse portfolio of corporate clients and provide strategic financial insights.
- Company: Renowned chartered accountancy firm in Exeter with a collaborative culture.
- Benefits: 23 days holiday, pension scheme, ongoing training, and flexible working options.
- Other info: Opportunities for professional growth and advancement to senior management roles.
- Why this job: Join a supportive team and make a real impact on clients' financial success.
- Qualifications: ACA or ACCA qualified with experience in managing corporate client portfolios.
The predicted salary is between 45000 - 55000 € per year.
About Us
We are a well-established chartered accountancy firm based in Exeter, renowned for providing comprehensive accounting, tax, and business advisory services to a diverse range of clients. Our portfolio spans small and medium‑size enterprises (SMEs) across various industries. We pride ourselves on our commitment to exceptional client service and a collaborative team culture. By embracing modern accounting software and best practices, we continually strive to support our clients’ growth and financial success while fostering a supportive and professional work environment for our staff.
Location: Exeter, Devon, UK
Type: Full‑Time (Permanent)
The Role
We are seeking a Corporate Portfolio Manager to join our team and take charge of a broad portfolio of incorporated clients.
Key Responsibilities
- Overseeing a portfolio of clients: Manage a portfolio primarily consisting of incorporated SMEs, acting as the main point of contact and ensuring their needs are met, building and maintaining strong, long‑term client relationships founded on trust and excellent service.
- Financial reporting and compliance: Prepare and review financial statements, annual accounts, tax returns and periodic management reports for clients; ensure accuracy, compliance with relevant accounting standards and UK tax regulations, and meet all reporting deadlines.
- Strategic advisory: Provide strategic financial insights to clients to help them grow their businesses and improve financial performance. This includes advising on tax planning, cash‑flow management and business planning opportunities, tailored to each client’s circumstances.
- Client relationship management: Serve as the trusted adviser for clients, handling day‑to‑day queries and proactively addressing accounting and business needs. Conduct client meetings, present findings and ensure client satisfaction is kept at the forefront.
- Team leadership and mentoring: Supervise and mentor a team of junior accountants and trainees; review their work, provide guidance and training, and foster professional development.
- Quality control and compliance: Take responsibility for the quality of work produced by the team, implementing review processes to ensure compliance with UK GAAP/IFRS and the latest tax legislation, and remaining current with regulatory changes.
- Continuous improvement: Work with the directors and senior management team to identify opportunities to improve internal processes and enhance the client service experience.
About You
- ACA or ACCA Qualified: Full membership status (or equivalent qualification).
- Practice and managerial experience: Previous experience in an accountancy practice with a track record of managing a portfolio of corporate clients and senior supervisory responsibilities.
- Technical skills: Strong knowledge of UK accounting standards (UK GAAP and/or IFRS), good understanding of tax compliance and up‑to‑date knowledge of regulatory changes.
- Software proficiency: Proficient in Xero, QuickBooks and Sage; familiarity with other cloud accounting and tax software is a plus.
- Leadership and mentoring: Excellent leadership qualities and experience mentoring junior team members.
- Client‑focused communication: Exceptional interpersonal skills, confident in liaising with clients, explaining complex financial information clearly and building trusted adviser relationships.
- Analytical and organised: Strong analytical and problem‑solving abilities, keen attention to detail, and ability to manage deadlines and priorities.
- Business acumen: Commercial awareness and the ability to spot opportunities for adding value to clients.
- Audit experience (desirable): Understanding of group structures, controls and compliance requirements.
Benefits
- Holiday and Leave: 23 days plus bank holidays, with an additional day for your birthday.
- Pension & Financial: Company pension scheme with employer contributions and death in service cover.
- Professional Development: Ongoing training and clear progression opportunities, including potential advancement to senior management roles.
- Agile Working: Flexible and hybrid working options available after probation.
- Personal Health Cash Plan: NHS top‑up plan to support routine healthcare costs.
- Team Culture: A collaborative, friendly environment that values contributions.
CORPORATE PORTFOLIO MANAGER in Exeter employer: Streets
As a well-established chartered accountancy firm in Exeter, we offer a dynamic and supportive work environment that prioritises employee growth and collaboration. Our commitment to professional development, flexible working options, and a strong team culture makes us an excellent employer for those seeking to make a meaningful impact in the accounting field while enjoying a balanced work-life experience.
StudySmarter Expert Advice🤫
We think this is how you could land CORPORATE PORTFOLIO MANAGER in Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Corporate Portfolio Manager role.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your past work, especially any financial reporting or client management successes. This will help you stand out during interviews and demonstrate your expertise in managing corporate clients.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers. Focus on how you've built client relationships and provided strategic insights in previous roles – that's what they'll want to hear!
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining our team. Make sure to tailor your application to highlight your experience with SMEs and your leadership skills – it’ll make a great impression!
We think you need these skills to ace CORPORATE PORTFOLIO MANAGER in Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Corporate Portfolio Manager role. Highlight your experience with SMEs, financial reporting, and client relationship management to show us you’re the right fit.
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 background aligns with our values. Don’t forget to mention your leadership experience and how you can contribute to our team culture.
Showcase Your Technical Skills:We’re looking for someone with strong knowledge of UK accounting standards and software proficiency. Make sure to include any relevant qualifications and experiences with tools like Xero, QuickBooks, or Sage in your application.
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application and get you on our radar for this exciting opportunity!
How to prepare for a job interview at Streets
✨Know Your Numbers
As a Corporate Portfolio Manager, you'll be dealing with financial statements and tax returns. Brush up on your knowledge of UK GAAP and IFRS, and be ready to discuss how you've ensured compliance in your previous roles. This shows you’re not just familiar with the numbers but can also apply them effectively.
✨Showcase Your Client Relationship Skills
This role is all about building trust with clients. Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you turned a challenging client interaction into a positive outcome. This will demonstrate your interpersonal skills and client-focused approach.
✨Be Ready for Strategic Discussions
Expect questions about how you can provide strategic insights to clients. Prepare to discuss your experience with cash-flow management and tax planning. Highlight any instances where your advice led to tangible improvements for clients, showcasing your business acumen.
✨Demonstrate Leadership and Mentoring Experience
Since this role involves supervising junior accountants, be prepared to talk about your leadership style. Share examples of how you've mentored team members and contributed to their professional development. This will show that you’re not only a skilled accountant but also a supportive leader.
