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For Companies At a Glance
- Tasks: Manage client portfolios, build relationships, and support junior team members in a collaborative environment.
- Company: Established accountancy firm with a people-first culture and strong South West presence.
- Benefits: Highly competitive salary, flexible hours, hybrid working, and clear career progression.
- Why this job: Take ownership of client relationships and deepen your expertise in a supportive setting.
- Qualifications: AAT qualified or equivalent experience, with strong communication and organisational skills.
- Other info: Work closely with Partners and Directors, contributing to business development and team culture.
The predicted salary is between 36000 - 60000 £ per year.
About Our Client
Our client is a well-established accountancy and business advisory firm with a strong presence across the South West. Known for combining technical excellence with a genuinely people-first culture, they work with a wide range of owner-managed businesses and entrepreneurial clients. They offer flexibility, long-term career progression and the opportunity to work closely with Partners and Directors in a collaborative, supportive environment.
The Role
This is a great opportunity for an experienced accounts professional to step into a client-facing portfolio role, working closely with a Client Portfolio Manager and Partner/Director to deliver a high-quality, end-to-end service. You will take responsibility for a designated client portfolio, building trusted relationships, overseeing work delivery and supporting junior team members with clear progression into a Client Portfolio Manager or Manager role over time.
Key Responsibilities
- Client & Portfolio Management
- Managing day-to-day relationships with a portfolio of owner-managed business clients
- Acting as a key point of contact, responding to queries and resolving issues using internal specialist support where needed
- Producing high-quality year-end and management accounts with clear working papers and cross-referencing
- Preparing basic corporation tax computations and supporting schedules
- Analysing and interpreting client data to ensure accounts are accurate, meaningful and relevant
- Supporting and guiding junior team members working on your client portfolio
- Ensuring work is delivered to the required standard, on time and within agreed budgets
- Providing constructive feedback and escalating issues appropriately to Partners/Directors
- Acting as a role model and contributing to an inclusive, collaborative team culture
- Working with Partners to plan workloads, prioritise deadlines and support billing
- Understanding job economics, recoveries and chargeable time targets
- Taking responsibility for risk processes including KYC and engagement letters
- Contributing to business development activity and strengthening client relationships
- Building internal and external networks
- Developing your personal profile within the firm
About You
You will be confident managing client work and comfortable operating in a professional, advisory-led environment. You are likely to have:
- AAT qualification or be qualified by experience (ACA/ACCA desirable)
- Experience preparing statutory accounts and corporation tax computations
- Exposure to owner-managed businesses
- Experience using Sage, Xero and/or QBO (Iris experience beneficial)
- Strong communication and organisational skills
- The confidence to make technical decisions and know when to escalate
- A proactive, organised and client-focused approach
What's on Offer
- Highly competitive salary
- Choice of hours from 22 hrs/wk up to full time
- Hybrid and flexible working
- Exposure to a broad and varied client base
- Close working relationship with Partners and Directors
- Clear progression pathways with associated support
- A supportive, inclusive culture with a strong sense of purpose
Why Apply?
If you’re ready to take ownership of client relationships, deepen your technical expertise and build a long-term career in a flexible, forward-thinking firm, this is a fantastic next step.
Assistant Client Portfolio Manager employer: Ten2Two Ltd
Contact Detail:
Ten2Two Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Client Portfolio Manager
✨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 to find connections at firms you’re interested in. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you show them that you’re not just another candidate, but the perfect fit for their team.
✨Tip Number 3
Practice your pitch! Be ready to talk about your experience and how it relates to the role of Assistant Client Portfolio Manager. Highlight your client management skills and any relevant software experience to make a strong impression.
✨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 are proactive about their job search. Let’s get you that dream role!
We think you need these skills to ace Assistant Client Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Assistant Client Portfolio Manager role. Highlight your experience with owner-managed businesses and any relevant qualifications like AAT, ACA, or ACCA.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our client-focused environment. Share specific examples of how you've built relationships and managed client portfolios in the past.
Showcase Your Technical Skills: Don’t forget to mention your experience with accounting software like Sage, Xero, or QBO. We want to see how you can hit the ground running and contribute to our high-quality service delivery.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Ten2Two Ltd
✨Know Your Client Portfolio
Before the interview, take some time to research the types of clients the firm works with. Understanding owner-managed businesses and their unique needs will help you demonstrate your ability to manage client relationships effectively.
✨Showcase Your Technical Skills
Be prepared to discuss your experience with preparing statutory accounts and corporation tax computations. Bring examples of your work or be ready to explain how you've used software like Sage, Xero, or QBO in previous roles.
✨Demonstrate Team Support
Highlight your experience in supporting junior team members and contributing to a collaborative culture. Share specific examples of how you've provided guidance or feedback to others, as this aligns with the firm's people-first approach.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, client base, and progression opportunities. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
