Portfolio Manager - Lead Clients & Team Growth
Portfolio Manager - Lead Clients & Team Growth

Portfolio Manager - Lead Clients & Team Growth

Full-Time 33000 - 77000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client portfolios and lead a dynamic team to success.
  • Company: Modern independent accountancy practice with a focus on growth.
  • Benefits: Competitive salary up to Β£55,000, flexible working, and professional development.
  • Why this job: Join a progressive team with a clear path to partnership and impactful client relationships.
  • Qualifications: Experience in accountancy and strong leadership skills.
  • Other info: Inclusive work environment that values your growth and progression.

The predicted salary is between 33000 - 77000 Β£ per year.

A modern independent accountancy practice in East Lindsey is seeking a Portfolio Manager to oversee client portfolios and lead a team. The role promises opportunities for professional growth, with a clear path to partnership for the right candidate.

Responsibilities include:

  • Managing client relationships
  • Mentoring junior staff
  • Ensuring quality service delivery

The practice values progression and offers an inclusive work environment, along with a competitive salary of up to Β£55,000 and flexible working options.

Portfolio Manager - Lead Clients & Team Growth employer: The Recruit Lab

Join a modern independent accountancy practice in East Lindsey, where your career can flourish as a Portfolio Manager. With a strong emphasis on professional development and a clear pathway to partnership, you'll enjoy a supportive and inclusive work culture that values teamwork and mentorship. Benefit from a competitive salary, flexible working options, and the opportunity to make a meaningful impact on both clients and your team.
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Contact Detail:

The Recruit Lab Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Portfolio Manager - Lead Clients & Team Growth

✨Tip Number 1

Network like a pro! Reach out to your connections in the accountancy field and let them know you're on the lookout for a Portfolio Manager role. You never know who might have the inside scoop on opportunities or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews by practising common questions related to client management and team leadership. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.

✨Tip Number 3

Showcase your mentoring skills! Be ready to discuss how you've helped junior staff grow in previous roles. This will highlight your leadership abilities and align perfectly with what the practice is looking for.

✨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 that extra step to connect with us directly.

We think you need these skills to ace Portfolio Manager - Lead Clients & Team Growth

Client Relationship Management
Team Leadership
Mentoring
Quality Service Delivery
Professional Growth
Communication Skills
Problem-Solving Skills
Adaptability
Time Management
Strategic Planning

Some tips for your application 🫑

Showcase Your Experience: When writing your application, make sure to highlight your relevant experience in managing client portfolios and leading teams. We want to see how you've successfully navigated similar roles and what you can bring to our practice.

Be Authentic: Let your personality shine through in your application! We value authenticity and want to get a sense of who you are beyond your qualifications. Share your passion for accountancy and how it aligns with our values.

Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific responsibilities and values mentioned in the job description. This shows us that you’re genuinely interested in the role.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and allows us to process it efficiently. Plus, it’s super easy!

How to prepare for a job interview at The Recruit Lab

✨Know Your Numbers

As a Portfolio Manager, you'll need to demonstrate your understanding of financial metrics and client portfolios. Brush up on key performance indicators relevant to the role and be ready to discuss how you've used them to drive growth in previous positions.

✨Showcase Your Leadership Skills

This role involves leading a team, so be prepared to share examples of how you've successfully mentored junior staff or led projects. Highlight your approach to fostering an inclusive environment and how you motivate your team to achieve their best.

✨Client Relationship Mastery

Managing client relationships is crucial. Think of specific instances where you've built strong client connections or resolved conflicts effectively. Be ready to explain your strategy for maintaining high-quality service delivery while managing multiple portfolios.

✨Embrace the Growth Mindset

The practice values progression, so express your enthusiasm for professional development. Share your career aspirations and how you see yourself growing within the company. This shows you're not just looking for a job, but a long-term partnership.

Portfolio Manager - Lead Clients & Team Growth
The Recruit Lab
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  • Portfolio Manager - Lead Clients & Team Growth

    Full-Time
    33000 - 77000 Β£ / year (est.)
  • T

    The Recruit Lab

    50-100
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