At a Glance
- Tasks: Manage a diverse client portfolio and provide expert financial advice.
- Company: Taylor Rose Recruitment, specialists in accountancy practice.
- Benefits: Flexible working hours, hybrid options, and a clear progression plan.
- Other info: Enjoy a dynamic work environment with regular social events and free parking.
- Why this job: Take your career to the next level with direct pathways to leadership roles.
- Qualifications: ACA/ACCA qualified with experience in general practice.
The predicted salary is between 45000 - 55000 £ per year.
Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic Client Portfolio Manager opportunity on behalf of our client in Somerset. Perfect for an ACA/ ACCA qualified individual working in general practice looking for the next step up in their career. Will be working closely with an impressive client portfolio from an array of sectors involving a mixture of accounts, tax and client/ business advisory work. There is a direct pathway to Director and Shareholder for the right individual. Excellent remuneration & benefits package, option of WFH, free parking, lots of flexibility and a personal progression plan.
The Role:
- Managing a client portfolio, being their first point of contact
- Preparation/ review of year end financial statements
- Review of tax compliance
- Identifying tax planning opportunities
- Tax planning
- Preparation/ review of monthly management reporting packs
- Review of management accounts & VAT returns
- Client advisory work
- Dealing with client queries
- Leading client meetings
- Assisting & mentoring junior staff
- Building strong client relationships
You:
- ACA/ ACCA Qualified
- General Practice background
- Experience of managing a client portfolio (ideally)
- Good working knowledge of FRS102
- Strong communication skills
- UK Resident
Benefits include:
- Progression Plan to Director/ Shareholder
- Hybrid Working Arrangement
- Flexible Working hours (eg. start early & finish early)
- 25 days Holiday + BH
- Office closure over Christmas
- Free Parking
- Company Phone
- A laptop and full suite of equipment to facilitate home working.
- Regular social events
- Part time considered.
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives we are working on roles at all levels. Our client base consists of Top 10/20, Mid Tier, Regional and Independent firms across the UK.
Client Portfolio Manager in London employer: Taylor Rose Recruitment Ltd
Join a leading firm of Chartered Accountants in St Albans, where you will thrive in a supportive work culture that prioritises professional growth and development. As a Private Client Tax Senior Manager, you will benefit from a clear path to directorship, alongside competitive remuneration and a collaborative environment that values your expertise in personal tax. This is an exceptional opportunity to make a meaningful impact while advancing your career in a vibrant location.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client 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 Taylor Rose Recruitment Ltd. 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 Client 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 Taylor Rose Recruitment Ltd.
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 Taylor Rose Recruitment Ltd'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 Taylor Rose Recruitment Ltd
✨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 Taylor Rose Recruitment Ltd.
✨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 Taylor Rose Recruitment Ltd 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 Taylor Rose Recruitment Ltd 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.
