Client Portfolio Manager
3 weeks ago
Direct Response Employment Services are delighted to be supporting our client in Swindon in the recruitment of a client portfolio Manager. This is an excellent opportunity for someone who is looking to take the next step within their accountancy careers. This is more than just being on hand on answer clients’ questions but there to challenge thinking, create new opportunities and avoid negative risks for clients. As a Client portfolio manager you will be able to offer the best and highest level of service to your clients where you can take full control, if this sounds like it could be you, then check out the duties below. Key Duties:
- Assisting with the onboarding of new clients to ensure that they have a friendly contact and gets them off on the right step to excellent support.
- Building deep, long standing relationships with your clients.
- Working with the wider team to ensure plans are implemented.
- Look for opportunities with clients to improve processes and business opportunities.
- Working alongside the professional support network alongside clients to help the client achieve their rounded business and future goals, supporting your clients as a business partner. This may include fellow professionals such as financial advisors, mortgage brokers, business coaches etc.
- Reviewing of financial information with clients but using in a way which focuses on both tax management/planning as well as future growth opportunities.
- Building robust forecasting models and challenging clients to use this and interact as the business grows and develop.
- Identify ways that we may be able to help our clients further and enhance the service level that we are offering.
- Someone with a passion for business in support of their accountancy qualifications.
- Fully chartered (CIMA, ACCA or ACA) or qualified by experience with a track record in a practice environment.
- Detailed experience of preparing and being involved in the review of both personal and business accounts and tax planning.
- An eagerness to do more than just “crunch the numbers”
- Someone who loves working with the wider team in delivering results.
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Client Portfolio Manager
4 weeks ago
Swindon, United Kingdom AB Recruitment Solutions Limited Full timeClient Portfolio Manager LOCATION: SWINDON, BATH, OR TROWBRIDGE OFFICE CONSIDERED SALARY: Circa £50,000 JOB TYPE: Permanent SECTOR: Accountancy About you You will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build and maintain strong client relationships, working as a reliable advisor,...
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Client Portfolio Manager
4 weeks ago
Swindon, United Kingdom AB Recruitment Solutions Limited Full timeClient Portfolio Manager LOCATION: SWINDON, BATH, OR TROWBRIDGE OFFICE CONSIDERED SALARY: Circa £50,000 JOB TYPE: Permanent SECTOR: Accountancy About you You will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build and maintain strong client relationships, working as a reliable advisor,...
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Client Portfolio Manager
4 weeks ago
Swindon, United Kingdom Direct Response Employment Services Full timeDirect Response Employment Services are delighted to be supporting our client in Swindon in the recruitment of a client portfolio Manager. This is an excellent opportunity for someone who is looking to take the next step within their accountancy careers. This is more than just being on hand on answer clients’ questions but there to challenge thinking,...
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Client Portfolio Manager
4 weeks ago
Swindon, United Kingdom Direct Response Employment Services Full timeDirect Response Employment Services are delighted to be supporting our client in Swindon in the recruitment of a client portfolio Manager.This is an excellent opportunity for someone who is looking to take the next step within their accountancy careers. This is more than just being on hand on answer clients’ questions but there to challenge thinking,...
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Client Portfolio Manager
4 weeks ago
Swindon, United Kingdom AB Recruitment Solutions Limited Full timeClient Portfolio Manager LOCATION: SWINDON, BATH, OR TROWBRIDGE OFFICE CONSIDERED SALARY: Circa £50,000 JOB TYPE: Permanent SECTOR: Accountancy About you You will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build and maintain strong client relationships, working as a reliable...
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Client Portfolio Manager
2 weeks ago
Swindon, United Kingdom AB Recruitment Solutions Limited Full time €50,000Client Portfolio Manager LOCATION: SWINDON, BATH, OR TROWBRIDGE OFFICE CONSIDERED SALARY: Circa £50,000 JOB TYPE: Permanent SECTOR: Accountancy About you You will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build and maintain strong client relationships, working as a reliable...
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Client Portfolio Manager
3 weeks ago
Swindon, United Kingdom AB Recruitment Solutions Limited Full timeClient Portfolio Manager LOCATION: SWINDON, BATH, OR TROWBRIDGE OFFICE CONSIDERED SALARY: Circa £50,000 JOB TYPE: Permanent SECTOR: Accountancy About you You will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build and maintain strong client relationships, working as a reliable...
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Client Portfolio Manager
2 weeks ago
Swindon, United Kingdom AB Recruitment Solutions Limited Full timeClient Portfolio Manager LOCATION: SWINDON, BATH, OR TROWBRIDGE OFFICE CONSIDERED SALARY: Circa £50,000 JOB TYPE: Permanent SECTOR: Accountancy About you You will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build and maintain strong client relationships, working as a reliable...
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Client Portfolio Manager
1 month ago
Swindon, United Kingdom AB Recruitment Solutions Limited Full timeClient Portfolio ManagerLOCATION: SWINDON, BATH, OR TROWBRIDGE OFFICE CONSIDERED SALARY: Circa £50,000JOB TYPE: Permanent SECTOR: Accountancy About youYou will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build and maintain strong client relationships, working as a reliable advisor, youll...
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Client Portfolio Manager
4 weeks ago
Swindon, United Kingdom AB Recruitment Solutions Limited Full timeClient Portfolio ManagerLOCATION: SWINDON, BATH, OR TROWBRIDGE OFFICE CONSIDERED SALARY: Circa £50,000JOB TYPE: Permanent SECTOR: Accountancy About youYou will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build and maintain strong client relationships, working as a reliable advisor, youll...
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Client Portfolio Manager
2 weeks ago
Swindon, United Kingdom AB Recruitment Solutions Limited Full timeClient Portfolio ManagerFind out more about this role by reading the information below, then apply to be considered.LOCATION: SWINDON, BATH, OR TROWBRIDGE OFFICE CONSIDERED SALARY: Circa £50,000JOB TYPE: Permanent SECTOR: Accountancy About youYou will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the...
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Client Portfolio Manager
1 month ago
Swindon, United Kingdom AB Recruitment Solutions Limited Full timeClient Portfolio ManagerLOCATION: SWINDON, BATH, OR TROWBRIDGE OFFICE CONSIDERED SALARY: Circa £50,000JOB TYPE: Permanent SECTOR: Accountancy About youYou will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build and maintain strong client relationships, working as a reliable advisor, youll...
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Client Portfolio Manager
2 weeks ago
Swindon, United Kingdom CareerBliss Full timeClient Portfolio ManagerLOCATION: SWINDON, BATH, OR TROWBRIDGE OFFICE CONSIDERED SALARY: Circa £50,000JOB TYPE: Permanent SECTOR: Accountancy About youYou will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build and maintain strong client relationships, working as a reliable advisor, youll...
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Client Accounting Portfolio Manager
1 week ago
Swindon, United Kingdom CMD Recruitment Full timeClient Accounting Portfolio Manager Full Time & Permanent Hybrid / Remote Working considered Swindon Up to c.£46,000 Do you currently work within an accounting firm that is not offering you opportunities to progress?! Do you want to offer a higher level of service to your clients? Our client is a thriving accountancy practice with various...
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Client Portfolio Manager
2 weeks ago
Swindon, United Kingdom Direct Response Employment Services Full time €40,000 - €49,000Direct Response Employment Services are delighted to be supporting our client in Swindon in the recruitment of a client portfolio Manager. This is an excellent opportunity for someone who is looking to take the next step within their accountancy careers. This is more than just being on hand on answer clients’ questions but there to challenge thinking,...
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Client Accounting Portfolio Manager
6 days ago
Swindon, United Kingdom CMD Recruitment Full time €46,000Client Accounting Portfolio Manager Full Time & Permanent Hybrid / Remote Working considered Swindon Up to c.£46,000 Do you currently work within an accounting firm that is not offering you opportunities to progress?! Do you want to offer a higher level of service to your clients? Our client is a thriving accountancy practice with various offices across...
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Client Accounting Portfolio Manager
4 days ago
Swindon, United Kingdom CMD Recruitment Full time €46,000Client Accounting Portfolio Manager Full Time & Permanent Hybrid / Remote Working considered Swindon Up to c.£46,000 Do you currently work within an accounting firm that is not offering you opportunities to progress?! Do you want to offer a higher level of service to your clients? Our client is a thriving accountancy practice with various offices across...
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Portfolio Manager
2 months ago
Swindon, Swindon, United Kingdom BBSRC - Biotechnology and Biological Sciences Research Council Full timeLocation: Swindon (hybrid)Description BBSRC is seeking to recruit a Portfolio Manager to join the Capability and Innovation Domain (CID) and support the development and delivery of activities contained within the Business Interaction Unit. The Portfolio Manager role is integral to the development and delivery of BBSRC and UKRI activities set out in BBSRC's...
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Portfolio Analyst
1 month ago
Swindon, United Kingdom Reed Business Support Full timeHere at Reed, we are currently recruiting for a Portfolio Analyst for our client based in Central Swindon. This role is working Monday - Friday, 9am - 5.30pm, paying £16.37ph. It is a hybrid position, working 2 days in the office, 3 at home. This role is to start immediately and will be on-going for 12 months. There is potential for this contract to be...
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Research Portfolio Manager
1 month ago
Swindon, United Kingdom Engineering and Physical Sciences Research Council Full time**Research Portfolio Manager** **Salary**: £31,931 per annum **Hours**: Full time or Part time (minimum 0.6 FTE) **Contract Type**: Open Ended **Location**: Swindon **Closing Date: 12pm Thursday 23 February Interviews will be held in person during the week commencing: Monday 20th March 2023** **Join our team**: Research Portfolio Managers assist with the...