At a Glance
- Tasks: Manage client portfolios, prepare financial statements, and provide business advisory services.
- Company: Taylor Rose Recruitment, a leading accountancy practice specialist.
- Benefits: Excellent salary, flexible working options, free parking, and personal progression plans.
- Other info: Join a dynamic team with opportunities for mentoring and building strong client relationships.
- Why this job: Take your career to the next level with a direct pathway to Director and Shareholder roles.
- Qualifications: ACA/ACCA qualified with a general practice background and client management experience.
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
Client Portfolio Manager in Taunton employer: Taylor Rose Recruitment
At Taylor Rose Recruitment, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters professional growth and development. Our Client Portfolio Manager role in Somerset not only provides a direct pathway to Director and Shareholder positions but also includes an excellent remuneration package, flexible working options, and a supportive environment where you can thrive while managing a diverse client portfolio.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager in Taunton
✨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. 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 Taunton
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.
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'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
✨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.
✨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 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 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.
