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For Companies At a Glance
- Tasks: Manage client portfolios and build strong relationships while overseeing work delivery.
- Company: Reputable accountancy firm with a people-first culture and strong South West presence.
- Benefits: Flexible working, long-term career progression, and supportive team environment.
- Why this job: Join a collaborative team and grow your career while making a real impact.
- Qualifications: Experience in accounts and strong relationship-building skills.
- Other info: Opportunity to work closely with Partners and Directors for professional growth.
The predicted salary is between 28800 - 43200 £ 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 management
Assistant Client Portfolio Manager employer: Ten2Two
Contact Detail:
Ten2Two Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Client Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy and business advisory field. Attend industry events or webinars, and don’t be shy about introducing yourself to potential employers. Remember, it’s all about building those relationships!
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since our client is known for their people-first approach, think about how you can demonstrate your alignment with that ethos. Be ready to share examples of how you've built trusted relationships in previous roles.
✨Tip Number 3
Showcase your skills! Bring along a portfolio of your work or case studies that highlight your experience in managing client portfolios. This will not only impress your interviewers but also give them a clear picture of what you can bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals who want to grow in a supportive environment like the one our client offers.
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 align with the Assistant Client Portfolio Manager role. Highlight your client-facing experience and any relevant achievements to show us why you're the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us about your passion for accountancy and how you can contribute to our people-first culture. Be genuine and let your personality come through.
Showcase Your Soft Skills: Since this role involves building trusted relationships, don’t forget to highlight your communication and teamwork skills. We love candidates who can work collaboratively and support their team members!
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’re considered for the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Ten2Two
✨Know Your Client Portfolio
Before the interview, take some time to research the types of clients the firm works with. Understanding their needs and challenges will help you demonstrate how you can build trusted relationships and deliver high-quality service.
✨Showcase Your People Skills
Since this role is client-facing, be prepared to discuss your experience in building relationships. Share specific examples of how you've successfully managed client expectations and collaborated with team members to achieve results.
✨Prepare for Technical Questions
Brush up on your technical knowledge related to accountancy and business advisory. Be ready to answer questions about financial regulations, reporting standards, and any relevant software tools that may be used in the role.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's culture, opportunities for progression, and how they support their employees' development. This shows your genuine interest in the role and the company.