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- Tasks: Manage client portfolios, providing strategic financial insights and support.
- Company: Wolf & Wright, a forward-thinking finance firm with a focus on advisory work.
- Benefits: Competitive salary, quarterly bonuses, pension, and hybrid working options.
- Other info: Enjoy a flexible environment with clear career progression and diverse client exposure.
- Why this job: Gain real ownership and impact while working closely with business leaders.
- Qualifications: ACA/ACCA qualified or equivalent experience, with a commercial mindset.
The predicted salary is between 40000 - 50000 £ per year.
We’re hiring a commercially-minded accountant to take ownership of a portfolio of growing businesses - acting as a key finance partner to clients, not just preparing accounts. This is not a traditional practice role. You’ll work closely with directors, providing real insight, shaping decisions, and helping clients scale.
You’ll manage your own portfolio of clients across a range of sectors, building strong relationships and acting as a trusted advisor. Your work will include:
- Management accounts, forecasting and cashflow planning
- Supporting strategic decision-making alongside directors
- Identifying opportunities to add value beyond the numbers
- Involvement in projects and wider advisory work
Why Wolf & Wright? We’re seeing a shift in the market, with more accountants moving back into practice - driven by clearer progression, greater variety, and more meaningful advisory work. At Wolf & Wright, we’ve built our model around this:
- Clear progression and long-term career development
- Exposure to a wide range of clients, industries and challenges
- A strong focus on commercial, advisory-led work
- Direct access to business owners and decision-makers
- A flexible, modern working environment
This role offers the best parts of practice and industry combined.
What’s on offer:
- Competitive salary (dependent on experience)
- Quarterly bonus
- Pension and benefits package
- Hybrid working (1 day in the office)
- Real autonomy and ownership of your portfolio
About you:
- ACA / ACCA qualified (or equivalent experience)
- Background in practice or outsourced finance
- Comfortable working directly with clients
- A commercial mindset and interest in advisory work
If you’re looking for a role with more variety, ownership and impact, we’d be happy to have a confidential conversation.
Finance Manager / Client Portfolio Lead in Cardiff employer: Wolf & Wright
Contact Detail:
Wolf & Wright Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Manager / Client Portfolio Lead in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Finance Manager role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for those interviews by researching the company and its clients. Understand their challenges and think about how you can add value as a trusted advisor. This will show you're not just another candidate, but someone who genuinely cares about their success.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of managing a portfolio of clients. Highlight your commercial mindset and any advisory work you've done in the past to really stand out.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are proactive and engaged. Plus, it gives us a chance to see your application in the best light possible.
We think you need these skills to ace Finance Manager / Client Portfolio Lead in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Finance Manager role. Highlight your experience in managing client portfolios and any advisory work you've done, as this is key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can add value beyond just the numbers. We want to see your personality and commercial mindset come through.
Showcase Your Client Management Skills: Since this role involves building strong relationships with clients, make sure to include examples of how you've successfully managed client interactions in the past. We love seeing real-life examples of your impact!
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 from us during the process.
How to prepare for a job interview at Wolf & Wright
✨Know Your Numbers
As a Finance Manager, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them to drive strategic decisions in past roles. This shows you’re not just about the numbers but also about the insights they provide.
✨Showcase Your Advisory Skills
This role is all about being a trusted advisor. Prepare examples of how you've added value beyond traditional accounting tasks. Think about times when your insights helped clients make significant decisions or improve their operations.
✨Build Rapport with Directors
Since you'll be working closely with directors, practice how to establish rapport quickly. Be ready to discuss your approach to building relationships and how you can effectively communicate complex financial information in a way that’s easy for non-financial stakeholders to understand.
✨Embrace the Hybrid Model
With the role being hybrid, think about how you can maintain strong communication and collaboration while working remotely. Prepare to discuss your strategies for staying connected with clients and colleagues, ensuring that you remain an integral part of the team, even from a distance.