Client Portfolio Manager

Senior Client Portfolio Manager or Aspiring Client Portfolio Manager.Are you passionate about building relationships, understanding client needs, and crafting personalised investment strategies? Do you thrive in a dynamic environment and enjoy exceeding expectations? If so, this Client Portfolio Manager role could be your perfect fit!About the Opportunity:We...

Butler Rose are working alongside a regional accountancy firm, steeped in history and with an excellent reputation as they seek to recruit a Client Portfolio Manager to join their ranks. This role is a fantastic opportunity for someone seeking an establishedteam, opportunities to progress and to work with a diverse range of clients. Roles and...

Client/Portfolio Manager Location : Chard. Our Client Autograph Recruitment are pleased to be working with a fast-growing company with a strong commitment to employee satisfaction. They are looking for a Client/ Portfolio Manager who is passionate about their work and wants to be part of a team that is making a difference. Responsibilities ...

Hybrid after probationary period As a leading firm in the financial industry, we are dedicated to providing our esteemed clients with top-notch services and we strive to attract the best talents to join our team. The ideal candidate for this position should possess a minimum of 3 years of practice experience and should be ACCA qualified or have proven...

Role: Client Manager **Salary**: £40,000 - £45,000 Location: Taunton Overview: Quinton Davies is working on behalf of a large regional accountancy practice in the Southwest who are looking for a Client Manager. Main Duties and responsibilities: - Manage the day to day needs of a client portfolio, including being the first point of contact. - Plan, carry...

I am working with an exciting business who are looking for a Client Liaison Manager where you will be the key point of contact for a designated portfolio of clients as well as looking at the scope for new opportunities from a product development perspective. **Duties**: - Overseeing a portfolio of assigned clients - Operating as the lead point of contact...

Private Client Lawyer Feeling unrewarded as a private client lawyer? We have an excellent opening to suit an experienced private client specialist to join a well-respected multi office practice. There is a superb base at this firm for an experienced private client lawyer who enjoys advising on all aspects of private client matters including wills, tax,...

Are you looking to kick start your career in a friendly and supportive environment where fast track career progression is available? Do you want to work for a well respected firm with a wide variety of service offerings? This could be just the role for you You may be an experienced Accounts Senior who is ready to take the next step in your career, or a...

We build thousands of well-designed, innovative homes across the UK each year. When we develop new places, we put everything into delivering homes and neighbourhoods that work for the whole community.  We want you to join the Places for People Group and the 11,000 other colleagues on our journey; colleagues who have helped to build, manage, maintain...

The firm boasts a diverse portfolio of clients’ from smaller owner-managed businesses through to leading regional organisations, providing dedicated support and advice in all aspects of their clients’ accounting, business and taxation needs. Taking full responsibility for your own client portfolio, the successful candidate will proactively manage...

The firm boasts a diverse portfolio of clients’ from smaller owner-managed businesses through to leading regional organisations, providing dedicated support and advice in all aspects of their clients’ accounting, business and taxation needs. Duties and Responsibilities Taking full responsibility for your own client portfolio, the successful candidate...

Do you love the variety and challenge of partnering closely with a wide range of small businesses across a multitude of industries? Are you able to produce accurate and meaningful accounts in a timely and efficient manner, whilst working in a close-knit team environment? Then I want to hear from you… I’m working with a friendly and successful firm of...

**Customer Service Advisor** Our client is the UK’s leading provider of Digital Software services to the NHS, Local Government and a wide range of Commercial organisations. This is a fantastic opportunity for an experienced and motivated **Customer Service Advisor** to join a growing and profitable business. This is a long-term, progressive and rewarding...

Ref: 9664 Taunton About the firm We’re working to support the continued success of a small regional law firm with four offices that offer good quality work and genuine future leadership opportunities for someone seeking career progression. The firm is keen to develop its Private Client team to complement its existing services and sees a real...

Looking to work in a progressive and dynamic firm, where customer satisfaction is truly the goal? Are you looking for a role where your efforts will truly be rewarded, with fast track career opportunities for high performers? Then this might be the role for you… Trial Balance is working with one of the leading firms in the region to locate a truly...

A successful financial planning & investment management practice based in Taunton are looking to recruit an experienced and motivated Financial Adviser to join their team. The role has arisen due to an existing financial adviser retiring from the industryand presents a fantastic opportunity for a driven individual to take on a full client bank. Key...

Private Client LawyerTauntonFeeling unrewarded as a private client lawyer? Wanting a new challenge? Seeking a fresh start?We have an excellent opening to suit an experienced private client specialist to join a well-respected multi office practice. With offices across Devon and Somerset, this role will be based in Taunton.There is a superb base at this firm...

You will be ACA or ACCA qualified and to have previously worked in a similar environment. ACA or ACCA qualified Good IT knowledge of Word and Excel and Accounts packages such as Xero and QuickBooks

Want to work for a super friendly firm of Accountants in a progressive working environment where professional and personal development is actively encouraged? This might be just the role that you have been looking for... Trial Balance has been assigned to recruit an experienced Semi Senior or Senior to join a very successful and well run firm of...

National Sales Manager / Senior BDM. A hugely rare role with HUGE opportunity for personal growth within a dynamic, disruptive UK medical device manufacturer. The role will see the appointed person lead a national team of 4 (Area Sales and Clinical Education) professionals and support them with high level sales / Key Opinion Leader engagement. Initially...