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- Tasks: Manage client portfolios and provide expert accounts and advisory services.
- Company: Leading firm of Chartered Accountants in Edinburgh with a supportive team culture.
- Benefits: Competitive salary, hybrid working, private health insurance, and generous holiday entitlement.
- Other info: Dynamic work environment with mentoring opportunities and a focus on personal growth.
- Why this job: Take your career to the next level with excellent progression opportunities and flexibility.
- Qualifications: ACCA/ACA qualified with experience in practice and strong client management skills.
The predicted salary is between 45000 - 55000 £ per year.
We are working with a leading firm of Chartered Accountants who are seeking an Accounts Portfolio Manager to join their team in Edinburgh. A perfect opportunity for an ACCA/ ACA qualified individual working in practice looking for the next step up in their career.
Managing an impressive portfolio of clients from a broad range of industry sectors involving the provision of accounts, and business/ client advisory work.
Excellent remuneration & benefits package, company & manager bonus, private medical insurance, option of WFH 3 days a week, lots of flexibility, and a personal progression plan (to Senior Manager/ Director).
The Role:
- Managing all aspects of the client portfolio, acting as the main point of contact
- Monitoring and review of statutory accounts
- Management reporting packs
- Identifying tax planning opportunities
- Managing WIP
- Mentoring junior staff and reviewing their work
- Assisting with other ad hoc assignments
- Client meetings
- Business development
Benefits Include:
- Manager Bonus
- Hybrid working arrangement (Option of WFH 3 days a week)
- Flexible hours
- Private health insurance
- Company Bonus
- Generous holiday entitlement
- Option to buy/ sell holiday
- WFH Allowance
- Cycle to work scheme
You:
ACA/ ACCA qualified individual.
Accounts Portfolio Manager in Bonnyrigg employer: Taylor Rose Recruitment
Contact Detail:
Taylor Rose Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts Portfolio Manager in Bonnyrigg
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and don’t be shy about letting people know you’re on the hunt for an Accounts Portfolio Manager role. You never know who might have the inside scoop on a great opportunity!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how you can contribute to their success. This will help you stand out as a candidate who’s genuinely interested in the role and ready to hit the ground running.
✨Tip Number 3
Practice your pitch! Be ready to explain how your ACCA/ACA qualifications and experience make you the perfect fit for managing a diverse client portfolio. Highlight your skills in client advisory work and mentoring junior staff to show you’re ready for the next step.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly. Let’s get you that dream job!
We think you need these skills to ace Accounts Portfolio Manager in Bonnyrigg
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Accounts Portfolio Manager role. Highlight your ACCA/ACA qualifications and relevant experience in managing client portfolios. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your experience in accounts and client advisory work, and let us know what excites you about joining our team.
Showcase Your Soft Skills: While technical skills are crucial, don’t forget to showcase your soft skills too! Mention your ability to mentor junior staff, manage client relationships, and identify tax planning opportunities. We love candidates who can connect with clients and colleagues alike.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Taylor Rose Recruitment
✨Know Your Numbers
As an Accounts Portfolio Manager, you'll be expected to have a solid grasp of financial metrics. Brush up on key performance indicators and be ready to discuss how you've used them in past roles. This shows you’re not just about the numbers but also understand their impact on business decisions.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to act as the main point of contact and how you've built strong relationships. This will demonstrate your readiness for the role and your understanding of client advisory work.
✨Be Ready for Technical Questions
Expect questions around statutory accounts, management reporting packs, and tax planning opportunities. Brush up on these topics and think of specific scenarios where you’ve applied your knowledge. This will help you stand out as a knowledgeable candidate.
✨Discuss Your Mentoring Experience
Since mentoring junior staff is part of the role, be prepared to talk about your experience in this area. Share specific examples of how you've guided others and the positive outcomes that resulted. This will show your leadership potential and commitment to team development.