At a Glance
- Tasks: Manage a diverse client portfolio, delivering top-notch accountancy and advisory services.
- Company: Join Sumer, a forward-thinking firm that values diversity and inclusion.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Embrace a culture of fairness and support, where everyone's journey is valued.
- Why this job: Make a real impact by helping clients achieve their goals while leading a dynamic team.
- Qualifications: ACA or ACCA qualified with experience in managing client portfolios.
The predicted salary is between 50000 - 65000 £ per year.
As a Senior Client Portfolio Manager at Monahans, you will be responsible for managing a diverse portfolio of clients, providing proactive accountancy, tax, and business advisory services that help businesses and individuals achieve their goals. Working closely with Partners and colleagues across the firm, you will build trusted client relationships, identify opportunities to add value, and ensure the highest standards of service delivery. This is a senior client-facing role requiring strong commercial awareness, technical expertise, and leadership skills. You will act as the primary point of contact for your portfolio, overseeing compliance work while delivering strategic advice and supporting the development of junior team members.
Key Responsibilities
- Manage a portfolio of clients, delivering high-quality accountancy, tax, and business advisory services.
- Build trusted client relationships and act as the primary point of contact, providing proactive commercial advice.
- Review accounts, tax returns, and compliance work, ensuring accuracy and regulatory compliance.
- Identify opportunities to add value through advisory services, tax planning, and business development.
- Lead, coach, and support junior team members, promoting their technical and professional development.
- Manage workflows, deadlines, and client expectations while maintaining exceptional standards of service.
Skills, Knowledge & Expertise
- ACA or ACCA qualified (or equivalent).
- Proven experience managing a client portfolio within an accountancy practice.
- Strong technical knowledge of accounts, tax, and UK compliance requirements.
- Excellent relationship-building and communication skills.
- Commercial awareness with the ability to identify advisory opportunities.
- Strong organisational, leadership, and coaching skills, with the ability to manage multiple priorities and develop team members.
At Sumer, we know everyone's journey is different. That's why we're committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know. Our values represent what matters most to us and guide how we work every day: We Shine Together, We Do the Right Thing, We Make It Count. We know diverse teams make us stronger. That's why we're creating an inclusive workplace where everyone belongs and differences are valued and celebrated.
Senior Client Portfolio Manager in Trowbridge employer: Sumer Group Holdings Limited
Translink Corporate Finance UK is an exceptional employer, offering a dynamic work environment in Leeds that fosters collaboration and personal growth. With a strong focus on building trusted relationships and a commitment to employee development, we provide significant uncapped bonus opportunities and the chance to shape our corporate finance strategy. Our award-winning practice not only values your contributions but also supports your career progression in a high-performing team recognised as a Great Place to Work.
Contact Details:
Sumer Group Holdings Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Portfolio Manager in Trowbridge
✨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 Sumer Group Holdings Limited. 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 Senior Client Portfolio Manager in Trowbridge
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 Sumer Group Holdings Limited.
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 Sumer Group Holdings Limited'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 Sumer Group Holdings Limited
✨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 Sumer Group Holdings Limited.
✨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 Sumer Group Holdings Limited 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 Sumer Group Holdings Limited 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.
