At a Glance
- Tasks: Manage a diverse SME client portfolio and provide tailored financial advice.
- Company: Established chartered accountancy firm in Camberley with a supportive culture.
- Benefits: 25 days annual leave, hybrid working, and clear career development pathways.
- Other info: Join a collaborative team in a modern office with flexible hours.
- Why this job: Take ownership of client relationships and make a real impact in their financial success.
- Qualifications: ACA or ACCA qualified with experience in UK accountancy practice.
The predicted salary is between 40000 - 50000 £ per year.
Take full ownership of a diverse SME client portfolio. This well-established chartered accountancy firm in Camberley is offering an opportunity to take full ownership of a diverse SME client portfolio, with the freedom to build strong relationships and make a real impact.
As Client Portfolio Manager, you'll be the main point of contact for a varied portfolio of SME clients across different industries. You'll manage statutory accounts and audits, provide practical advice, and help clients navigate their financial responsibilities with confidence.
Key Responsibilities- Manage a portfolio of SME clients across multiple sectors
- Prepare and finalise statutory accounts in line with FRS 102
- Respond to client queries and provide tailored advice
- Liaise with HMRC and other regulatory bodies
- Support audit and year-end processes
- Contribute to improving internal systems and client processes
- ACA or ACCA qualified
- Experience in a UK accountancy practice
- Confident communicator with strong client relationship skills
- Solid understanding of accounting principles and statutory reporting
- Organised and able to manage a varied workload
- Ambitious, proactive, and keen to grow professionally
- 25 days annual leave plus bank holidays
- Hybrid working and flexible hours
- Supportive, collaborative team culture
- Clear career development pathways
- Regular training and professional development
- A modern office space with a relaxed, professional atmosphere
This is a great opportunity for someone who's ready to take the next step in their career, with the support of a respected firm and the freedom to shape their own client relationships.
Interested? Apply now or get in touch for a confidential conversation.
Client Portfolio Manager. Job in Camberley LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
This well-established chartered accountancy firm in Camberley is an excellent employer, offering a supportive and collaborative team culture that fosters professional growth. With clear career development pathways, regular training opportunities, and the flexibility of hybrid working, employees can thrive while managing a diverse SME client portfolio and making a meaningful impact in their roles.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager. Job in Camberley LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and don’t be shy about letting people know you’re on the hunt for a Client Portfolio Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how they operate, especially in the SME sector. This will help you tailor your responses and show that you’re genuinely interested in making an impact.
✨Tip Number 3
Practice your communication skills! As a Client Portfolio Manager, you’ll need to build strong relationships with clients. Role-play common scenarios with a friend or mentor to boost your confidence and refine your approach.
✨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 the initiative to connect directly with us.
We think you need these skills to ace Client Portfolio Manager. Job in Camberley LilyLifestyle Jobs
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of flair can make your application stand out from the crowd.
Tailor Your Application:Make sure to customise your application for the Client Portfolio Manager role. Highlight your experience with SME clients and your understanding of statutory accounts. This shows us that you’re genuinely interested in the position.
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured applications that get straight to the heart of your skills and experiences. Avoid jargon and keep it professional yet approachable.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you don’t miss any important details about the role. Plus, it makes the process smoother for everyone involved.
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Clients
Before the interview, research the types of SME clients the firm works with. Understanding their industries and challenges will help you demonstrate your ability to manage a diverse portfolio effectively.
✨Showcase Your Qualifications
Be ready to discuss your ACA or ACCA qualifications in detail. Highlight specific experiences from your previous roles that align with the responsibilities of managing statutory accounts and audits.
✨Prepare for Client Scenarios
Think of examples where you've successfully navigated client queries or provided tailored advice. This will show your confidence in client communication and your proactive approach to problem-solving.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, career development pathways, and how they support their team. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
