TOP TIPS TO GET THE MOST OUT OF YOUR APPRAISAL

Trainee Accountant to Senior: How to Progress in Practice (Quickly!)

Throughout my career as a specialist recruiter in professional practice, I’ve had the privilege of working with many talented, ambitious accountants, and some have progressed faster than others. While every journey is unique, there are clear patterns in what helps people move from trainee roles into more senior finance jobs within professional practice. Drawing from this experience, I’ve put together a set of strategies any accountant can adopt to accelerate their career up the professional practice ladder. These tactics have proven to be highly effective for those aiming to achieve their professional goals efficiently and successfully. Embrace Increasing ResponsibilityAs you begin your career in accountancy, the scope of your duties often starts with basic tasks such as data entry, reconciling accounts, and preparing reports. While these tasks are important for building a foundation, taking on more responsibility is key to developing the skills and experience needed for progression in practice.Start by volunteering for more complex tasks that stretch your skillset, such as handling larger client accounts, managing financial forecasting, or (if possible) participating in audits. These challenges will expose you to new aspects of accountancy and allow you to learn beyond the day-to-day duties. Another way to progress quickly is by taking on leadership roles within a team or department. Taking on the responsibility of overseeing junior staff, delegating tasks, and ensuring deadlines are met can significantly enhance your development and provide you with the invaluable ‘management experience’ which is essential for trainee accountants looking to advance to the next step in their professional practice careers. Continuous Learning and Self-DevelopmentAs you challenge yourself with new responsibilities, actively pursuing knowledge and development goes hand in hand with completing further qualifications. Traditionally, most accountants I work with are newly or nearly AAT qualified which is a fantastic accomplishment in itself but for those with aspirations of climbing the ladder the next step should be further studies. Qualifications such as the ACA, ACCA or CTA (depending on your chosen specialism) will allow you to strengthen your technical expertise. It’s worth mentioning here that a good training contract and mentor are invaluable for the next step in your journey and should be a big factor when deciding to look for a new role after completing your AAT. Finding a Mentor Another important aspect of progressing quickly in accountancy is developing relationships with more experienced colleagues, supervisors, and managers. By seeking mentorship from more experienced professionals, you can gain insights into how they managed their career progression. Also, they can guide you in taking on appropriate challenges and responsibilities and help you navigate the complexities of the profession. Many of the most successful finance professionals credit their career growth to strong mentorship relationships established early in their journey. NetworkingNetworking is one of the most underutilised tools for career progression in finance. While it might feel intimidating at first, networking allows you to connect with and learn from likeminded individuals, stay informed about trends in professional practice, and discover new opportunities. One of the primary reasons networking is important is that it helps build valuable relationships that can last your career. By connecting with colleagues, senior professionals, and other stakeholders, you gain access to a wealth of knowledge, insights, and opportunities that can propel your career forward. Ultimately, networking is not just about what you can gain but also about what you can offer to others. By fostering meaningful relationships, you contribute to a collaborative and supportive community that benefits everyone involved. Here at Sharp Consultancy, we host events across the year and have a long-standing relationship with various institutions and training groups including S&DCASS (Sheffield and District Chartered Accountants Student Society), LCASS (Leeds Chartered Accountants Students Society) and First Intuition to host events that bring studiers together from various firms throughout Yorkshire. It really is a brilliant first step in your networking journey. Whether you're just starting out or already on your way up, accelerating your career in professional practice comes down to a mix of mindset, opportunity, and action. By embracing responsibility, committing to continuous learning, building genuine relationships, and tapping into the right support networks, you’ll put yourself in the best possible position to thrive. If you’d like to explore how to take that next step—or just want to chat through your options—I’d love to hear from you. Let’s connect and start shaping your future together. Charlie Marper, Business Manager, charliemarper@sharpconsultancy.com – 0114 261 1700 Looking for your next career move in finance or accountancy? At Sharp Consultancy, our expertise lies in matching your potential with the perfect temporary, interim, or permanent position. With a well-established presence in Leeds and Sheffield, our seasoned team of consultants extends their services across Yorkshire and beyond. Don't wait for opportunity to knock, reach out to us TODAYand let's chart your career path together.

Read article

Love them or loathe them, the annual performance appraisal is a crucial part of your career development. A well-structured and managed review will not only enable your employer to provide feedback on your performance, but it is also a great opportunity for you to set out your goals and aspirations for the future and put in place a plan to achieve these.

Here’s our tips and suggestions for how you can make the most out of your appraisal:

Review your previous appraisal and any interim meetings that have taken place. Look at the objectives that you were set and make sure you can confidently talk through what you have done to achieve these, the results and if necessary, the reasons why any have not yet been met.
Do your preparation. As well as reviewing your previous objectives, make sure you consider your overall progress since you last appraisal. Your line manager may not know about all your accomplishments in detail so have a list of key highlights to talk through and try to emphasise how these contributions have made a difference to your team, department or company.
View your appraisal as a positive opportunity. Even receiving negative feedback on certain areas of your performance can provide the opportunity to request further training and development which will lead to improvements.
Consider your expectations. Do you feel that you have achieved what was needed to gain further responsibilities or a promotion to the next level? Make sure you gather your evidence and clearly communicate your goals for the future.
Demonstrate what you can offer. If there are skills which you feel will be beneficial to develop and will add an extra dimension to your role, outline how these could have a positive impact and talk through any additional training or courses that are available.
Listen to criticism. Nobody is perfect so be prepared to discuss areas where your performance may not be as strong. If you have previously been made aware of these be sure to communicate what steps you have already taken to improve and outline what you plan to put in place in order to continue to make advances.
Stay focused. This is your opportunity to discuss you and your career so make sure you are clear in your responses and keep the conversation on track.
Money money money. If your appraisal is combined with your salary review make sure you have researched benchmark salary levels for your role and level of experience. Bear in mind that these will provide you with a guideline and consideration will need to be given to market conditions and regional variations which could affect these figures.
Show your ambition. If you want more responsibility or to step up the career ladder, make sure that this is communicated at your appraisal. However, if it appears clear that the opportunities you seek may not be available, consider if it may be time to move on. Remain professional and don’t be tempted to try and impose your own deadlines or offer ultimatums.
Review your review. Gain the most benefit by regularly reviewing what was discussed in your appraisal; ensure that any training courses that have been recommended are set up and work with your line manager to agree what support you will need to meet your objectives. Put progress meetings in the diary to give you both the opportunity to make any adjustments or discuss changes in line with business development.

Sharp Consultancy specialises in the recruitment of temporary, interim and permanent finance and accountancy professionals. With offices in Leeds and Sheffield our highly experienced team of consultants recruit for positions throughout Yorkshire and beyond. CONTACT US today for expert advice on your next career move.