At a Glance
- Tasks: Manage a portfolio of clients, providing proactive advice and support.
- Company: Join a dynamic accounting team in Bolton with a supportive culture.
- Benefits: Competitive salary, generous leave, pension scheme, and flexible benefits.
- Other info: Hybrid working model with opportunities for professional growth.
- Why this job: Make a real impact while developing your career in a thriving environment.
- Qualifications: ACA or ACCA qualified with experience in client management and team leadership.
The predicted salary is between 55000 - 55000 £ per year.
Location: Bolton
Salary: 45-55k per annum
Experience: ACA or ACCA qualified (or part-qualified with significant portfolio and team management experience)
The Role
We are looking for an exceptional Portfolio Manager to join a busy Bolton accounting team and hit the ground running with their own portfolio of limited company clients. You will have a direct, supportive team consisting of an Accountant and a Bookkeeper, enabling you to focus on delivering an exemplary service, providing proactive advice, and building strong long-term client relationships.
What you will be doing:
- Providing excellent service, support and proactive business advice to a portfolio of limited company clients
- Managing and reviewing statutory and management accounts from planning through to completion, ensuring compliance with HMRC and Companies House standards and deadlines
- Managing and reviewing corporation tax, personal tax and VAT computations and returns
- Analysing company accounts and delivering tailored advisory support to clients
- Managing company secretarial tasks, including CS01s, company formations and ad-hoc filings
- Monitoring deadlines across your portfolio (accounts, VAT, tax returns, CS01s and related compliance)
- Leading, developing and monitoring performance across a team of senior and junior staff to maintain standards, compliance and service quality
- Advising clients on tax planning, including remuneration strategy, pension contributions and capital assets
- Liaising with credit control to ensure services are billed correctly and credit control policy is followed
- Working closely with the Personal Tax Manager on self-assessment for your portfolio, and with wider tax specialists on more complex matters
- Reporting regularly to senior management on portfolio statistics and performance
- Attending and leading client meetings when required
- Actively building your portfolio and identifying opportunities to upsell and cross-sell services
- Supporting team development through training, coaching and strong day-to-day leadership
What we are looking for:
- ACA or ACCA qualified with a minimum of 3 years’ experience in practice
- Part-qualified ACA or ACCA will be considered with significant experience managing a portfolio and leading an accounting team
- Proven experience managing your own portfolio of clients, alongside team management
- Strong experience with cloud accounting software (Xero preferred)
- Working knowledge of accounting support tools such as Dext, CCH (or similar)
Skills and attributes:
- A can-do attitude with exceptional communication and organisational skills
- A compassionate, confident leader who can inspire and motivate junior team members
- Passion for client relationships and delivering excellent customer service
- Proactive approach, comfortable taking ownership and driving standards
Working pattern: Hybrid
What’s On Offer:
- Competitive salary 45-55k per annum
- Company pension scheme
- 25 days’ annual leave plus bank holidays
- Additional annual leave at certain levels of seniority
- Option to buy up to 5 additional days’ annual leave (up to 30 days total)
- Business closure over Christmas (subject to business needs)
- Life assurance (4x annual salary)
- Enhanced family leave policies
- Enhanced company sick pay
- Employee Assistance Programme (24/7 support, free and confidential)
- Corporate discounts platform
- Flexible benefits platform (seniority dependent, self-funded at corporate rates), including options such as: Critical illness cover, Cash plan, Cycle to work, Eye care, Dental
Apply in Confidence
If you are looking to join a supportive and growing practice where your contribution will be recognised and your career can develop further, we would be delighted to hear from you. To apply or have a confidential chat first, contact: David Hawthorne-Finch Email: d.hawthorne-finch@h-fts.com
Portfolio Manager in Bolton employer: Trades Workforce Solutions
Join a dynamic and supportive accounting team in Bolton, where your expertise as a Portfolio Manager will be valued and recognised. With a competitive salary, generous annual leave, and a strong focus on employee development, this role offers a unique opportunity to build lasting client relationships while leading a dedicated team. Enjoy a hybrid working pattern and access to a range of benefits designed to enhance your work-life balance and professional growth.
Contact Details:
Trades Workforce Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager in Bolton
✨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 Trades Workforce Solutions. 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 Portfolio Manager in Bolton
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 Trades Workforce Solutions.
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 Trades Workforce Solutions'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 Trades Workforce Solutions
✨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 Trades Workforce Solutions.
✨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 Trades Workforce Solutions 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 Trades Workforce Solutions 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.
