Current jobs related to Client Portfolio Manager - Portsmouth, Portsmouth - V3 Recruitment

  • Senior Client Portfolio Manager

    4 weeks ago

    Portsmouth, Portsmouth, United Kingdom Public Practice Recruitment Ltd Full time

    Job Title: Senior Client Portfolio ManagerWe are seeking a highly skilled Senior Client Portfolio Manager to join our team in Portsmouth. As a key member of our client service team, you will be responsible for managing a diverse client portfolio, overseeing junior team members, and supporting business development.About the Role:Manage a client portfolio,...

  • Senior Client Portfolio Manager

    4 weeks ago

    Portsmouth, Portsmouth, United Kingdom Public Practice Recruitment Ltd Full time

    Job Title: Senior Client Portfolio ManagerWe are seeking a highly skilled Senior Client Portfolio Manager to join our team in Portsmouth. As a key member of our client service team, you will be responsible for managing a diverse client portfolio, overseeing junior team members, and supporting business development.About the Role:Manage a client portfolio,...

  • Private Client Tax Portfolio Manager

    4 weeks ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job Title: Private Client Tax ManagerWe are seeking an experienced Private Client Tax Manager to join our team. As a key member of our tax team, you will be responsible for managing a portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively.Key Responsibilities:Manage annual...

  • Private Client Tax Portfolio Manager

    4 weeks ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job Title: Private Client Tax ManagerWe are seeking an experienced Private Client Tax Manager to join our team. As a key member of our tax team, you will be responsible for managing a portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively.Key Responsibilities:Manage annual...

  • Private Client Tax Portfolio Manager

    3 weeks ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job SummaryWe are seeking a highly skilled and experienced Private Client Tax Manager to lead our tax team and manage our private client tax portfolio. As a key member of our team, you will be responsible for delivering exceptional client service and producing high-quality work efficiently and effectively.Key ResponsibilitiesManage annual tax returns for...

  • Private Client Tax Portfolio Manager

    3 weeks ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job SummaryWe are seeking a highly skilled and experienced Private Client Tax Manager to lead our tax team and manage our private client tax portfolio. As a key member of our team, you will be responsible for delivering exceptional client service and producing high-quality work efficiently and effectively.Key ResponsibilitiesManage annual tax returns for...

  • Tax Portfolio Manager

    2 weeks ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Tax Portfolio ManagerJob OverviewAs a Tax Portfolio Manager at TPF Recruitment, you will be responsible for managing a portfolio of private clients, trusts, and partnerships. You will deliver exceptional client service and produce work efficiently and effectively. This role includes providing comprehensive personal tax compliance and advisory services...

  • Tax Portfolio Manager

    2 weeks ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job SummaryWe are seeking a highly skilled Tax Portfolio Manager to lead our private client tax team. As a key member of our team, you will be responsible for managing a portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively.Key ResponsibilitiesManage annual tax returns for...

  • Tax Portfolio Manager

    17 hours ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job DescriptionYou'll be the lead in the tax team and be responsible for managing both junior staff and the private client tax portfolio. You will work closely with clients, playing a key role in helping them realise their business and personal ambitions. This will be both advisory and compliance work.Manage the portfolio of private clients, trusts, and...

  • Tax Portfolio Manager

    4 weeks ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job Title: Private Client Tax ManagerAs a Private Client Tax Manager, you will be responsible for leading our tax team and managing a portfolio of private clients, trusts, and partnerships. You will work closely with clients to deliver exceptional service and produce high-quality work efficiently and effectively.Key Responsibilities:Manage annual tax returns...

  • Tax Portfolio Manager

    4 weeks ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job Title: Private Client Tax ManagerAs a Private Client Tax Manager, you will be responsible for leading our tax team and managing a portfolio of private clients, trusts, and partnerships. You will work closely with clients to deliver exceptional service and produce high-quality work efficiently and effectively.Key Responsibilities:Manage annual tax returns...

  • Senior Tax Portfolio Manager

    2 weeks ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job SummaryWe are seeking a highly skilled Senior Tax Portfolio Manager to lead our private client tax team. As a key member of our team, you will be responsible for managing a portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively.Key ResponsibilitiesManage annual tax...

  • Senior Tax Portfolio Manager

    1 week ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job SummaryWe are seeking a highly skilled Senior Tax Portfolio Manager to lead our private client tax team. As a key member of our team, you will be responsible for managing a portfolio of clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively.Key ResponsibilitiesManage annual tax returns for...

  • Tax Portfolio Manager

    2 weeks ago

    Portsmouth, Portsmouth, United Kingdom Michael Page Finance Full time

    The Corporation Tax Manager role at Michael Page Finance presents a unique opportunity to develop leadership and portfolio management skills in a leading SME-focussed accountancy practice.Our client is a Top-10 accountancy practice with a significant presence across the UK, Ireland & the Nordics, offering premium services to a diverse range of clients.Key...

  • Senior Tax Portfolio Manager

    2 weeks ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job SummaryWe are seeking a highly skilled and experienced Tax Advisory Manager to lead our private client tax team. As a key member of our team, you will be responsible for managing a portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively.Key ResponsibilitiesManage annual...

  • Senior Tax Portfolio Manager

    1 week ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job DescriptionYou will be the lead in our tax team, responsible for managing both junior staff and the private client tax portfolio. You will work closely with clients, playing a key role in helping them realise their business and personal ambitions. This will involve both advisory and compliance work.Key ResponsibilitiesManaging annual tax returns for...

  • Senior Tax Portfolio Manager

    4 days ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job Title: Private Client Tax ManagerAt TPF Recruitment, we're seeking an experienced Senior Tax Manager to join our team. As a key member of our tax department, you'll be responsible for managing the private client tax portfolio, providing comprehensive personal tax compliance and advisory services, and training junior staff.ResponsibilitiesManage annual...

  • Senior Tax Portfolio Manager

    1 week ago

    Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full time

    Job OverviewWe are seeking a highly skilled and experienced Tax Advisory Manager to lead our private client tax services team. As a key member of our team, you will be responsible for managing a portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively.Key...

  • Business Growth Strategist

    1 week ago

    Portsmouth, Portsmouth, United Kingdom Portfolio Full time

    About the Role:We are seeking an experienced Business Development Manager to join our team at Portfolio. As a Business Development Manager, you will play a key role in driving business growth and identifying new opportunities for our company.Key Responsibilities:Develop and execute business growth strategies to drive revenue and expand our customer baseBuild...

  • Client Manager

    3 weeks ago

    Portsmouth, Portsmouth, United Kingdom NET Recruit Full time

    Client Manager OpportunityNET Recruit is partnering with a leading financial services business in the Greater Portsmouth area to find a skilled Client Manager to join their growing team.Key Responsibilities:Prepare and submit accounts and tax returns for clientsDevelop and maintain strong relationships with clients, including Sole Traders, Partnerships, and...

Client Portfolio Manager

2 months ago

Portsmouth, Portsmouth, United Kingdom V3 Recruitment Full time
Job Description

**Job Title:** Client Portfolio Manager

**Job Summary:** We are seeking a highly skilled Client Portfolio Manager to join our team at V3 Recruitment. As a Client Portfolio Manager, you will be responsible for managing and servicing a portfolio of clients, ensuring client satisfaction, and contributing to the growth and retention of the client base.

Key Responsibilities:

  • Client Relationship Management: Develop and maintain strong relationships with assigned clients, acting as the primary point of contact for client inquiries, concerns, and support.
  • Account Management: Monitor and manage the client accounts within the portfolio, reviewing and assessing the creditworthiness of clients and their invoices.
  • Credit Analysis: Conduct ongoing analysis of clients' financial health and credit risk, making recommendations for adjustments to credit limits and terms when necessary.
  • Client Onboarding: Assist new clients in the onboarding process, ensuring smooth integration with our systems and procedures.
  • Reporting and Documentation: Maintain accurate and up-to-date client records and documentation, generating and providing regular reports on client accounts, performance, and utilization of financing facilities.
  • Cross-Selling and Upselling: Identify opportunities to offer additional services or products to existing clients, collaborating with sales and marketing teams to promote upselling and cross-selling initiatives.
  • Collections and Dispute Resolution: Monitor and manage invoice collections and handle any disputes or discrepancies, working closely with clients and internal teams to resolve payment issues and discrepancies.
  • Compliance and Risk Management: Ensure compliance with regulatory requirements and company policies, contributing to the identification and mitigation of potential risks within the client portfolio.

Requirements:

  • 3 A Levels or above
  • 5 GCSEs at A to C or 9 to 4, including Maths and English
  • Excellent communication and interpersonal skills
  • Attention to detail and strong organizational abilities
  • Prior experience in invoice financing or financial services
  • Desirable: Understanding of financial analysis and credit risk assessment, understanding of Financial Statements, knowledge of relevant regulations and compliance requirements, experience of Dancerace