Employee Benefits Portfolio Manager
4 weeks ago
A leading Wealth Management brand with a growing Pensions and Benefits team is seeking an experienced Client Relationship Manager to join their team in Scotland.
Job Summary:This is a key role, managing and administering a portfolio of employee benefit clients within agreed procedures and regulations.
Key Responsibilities:- Manage a client bank solely as a standalone client relationship manager.
- Proactively manage all client affairs.
- Maintain a strong working relationship.
- Work within the rules and regulations of the pensions regulator.
- Plan, organise and prioritise workload, to ensure work is dealt with within agreed service standards.
- Ensure client records are accurate and kept up to date as per the company procedures.
- Attend training sessions, maintain own training files, and develop relevant knowledge and skills.
To be successful in this role, you will need:
- An understanding of workplace savings, risk and health-care products.
- Experience of working in the financial services industry.
- Client-facing experience.
- Professional qualifications, or willingness to undertake relevant study.
- An awareness of compliance issues and adherence to procedures.
This is an exciting opportunity to join a growing team and contribute to the success of our clients.
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Employee Benefits Portfolio Manager
4 days ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob Summary:A leading Wealth Management brand is searching for experienced Client Relationship Managers to join their growing teams in Scotland.This is a key role, managing and administering a portfolio of employee benefit clients within agreed procedures and regulations.As a Client Relationship Manager, you will work with a team of professionals and assist...
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Employee Benefits Portfolio Manager
2 months ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeEmployee Benefits Client ManagerA leading Wealth Management brand with a growing Pensions and Benefits team is seeking an experienced Client Relationship Manager to join their team in Scotland.Job Summary:This is a key role, managing and administering a portfolio of employee benefit clients within agreed procedures and regulations.Key Responsibilities:Manage...
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Employee Benefits Portfolio Manager
3 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob SummaryA leading Wealth Management brand with a growing Pensions and Benefits team is seeking an experienced Client Relationship Manager to join their team in Scotland.Key ResponsibilitiesManage a portfolio of employee benefit clients within agreed procedures and regulations.Proactively manage all client affairs, maintaining a strong working...
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Employee Benefits Portfolio Manager
3 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob SummaryA leading Wealth Management brand with a growing Pensions and Benefits team is seeking an experienced Client Relationship Manager to join their team in Scotland.Key ResponsibilitiesManage a portfolio of employee benefit clients within agreed procedures and regulations.Proactively manage all client affairs, maintaining a strong working...
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Employee Benefits Specialist
1 week ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking an Employee Benefits Specialist to join our team at Evelyn Partners, a leading integrated wealth management and professional services group with over 186 years of experience.The successful candidate will be responsible for supporting the client adviser in servicing employee benefits arrangements, delivering a high standard of...
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Senior Portfolio Manager
2 weeks ago
Glasgow, Glasgow City, United Kingdom City Property (Glasgow) LLP Full timeJob SummaryThe Senior Portfolio Manager will be responsible for managing the commercial portfolio, delivering innovative investment and rationalisation opportunities, and providing professional and technical consultancy services to in-house clients. The role will champion Health and Safety across the business and manage the Corporate Health and Safety...
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Portfolio Management Lead
4 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timePortfolio Reporting and MI Lead£40,892-£44,000Eden Scott is delighted to be partnering with Scottish Fire & Rescue Service to drive a progressive Fire Service, centered around the needs of the individual, inclusive, and better connected to Scotland's diverse communities.Portfolio Office Expansion ProgrammeAs part of a major transformation, Scottish Fire &...
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Portfolio Management Lead
4 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timePortfolio Reporting and MI Lead£40,892-£44,000Eden Scott is delighted to be partnering with Scottish Fire & Rescue Service to drive a progressive Fire Service, centered around the needs of the individual, inclusive, and better connected to Scotland's diverse communities.Portfolio Office Expansion ProgrammeAs part of a major transformation, Scottish Fire &...
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Portfolio Management Lead
1 month ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timePortfolio Reporting and MI Lead£40,892-£44,000Flexi-time, Flexible Hybrid WorkingScottish Fire & Rescue ServiceEden Scott is delighted to be partnering with Scottish Fire & Rescue Service, a progressive Fire Service centered around the needs of the individual, inclusive and better connected to Scotland's diverse communities.Portfolio Office Expansion...
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Portfolio Management Lead
1 month ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timePortfolio Reporting and MI Lead£40,892-£44,000Flexi-time, Flexible Hybrid WorkingScottish Fire & Rescue ServiceEden Scott is delighted to be partnering with Scottish Fire & Rescue Service, a progressive Fire Service centered around the needs of the individual, inclusive and better connected to Scotland's diverse communities.Portfolio Office Expansion...
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Academic Portfolio Manager
4 weeks ago
Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full timeJob Title: Academic Portfolio ManagerCore-Asset Consulting Ltd is seeking a highly skilled Academic Portfolio Manager to join their team in Glasgow. The successful candidate will be responsible for implementing investment views across a wide range of strategies and managing portfolios for charities.Key Responsibilities:Develop and implement investment...
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Academic Portfolio Manager
4 weeks ago
Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full timeJob Title: Academic Portfolio ManagerCore-Asset Consulting Ltd is seeking a highly skilled Academic Portfolio Manager to join their team in Glasgow. The successful candidate will be responsible for implementing investment views across a wide range of strategies and managing portfolios for charities.Key Responsibilities:Develop and implement investment...
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Portfolio Management Lead
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timePortfolio Reporting and MI Lead£40,892-£44,000Eden Scott is partnering with Scottish Fire & Rescue Service to drive a progressive Fire Service, centered around individual needs, inclusive, and better connected to Scotland's diverse communities.The Portfolio Office Expansion Programme aims to enhance the growth and effectiveness of the Portfolio Office...
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Academic Portfolio Manager
4 weeks ago
Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full timeJob Title: Academic Portfolio ManagerCore-Asset Consulting Ltd is seeking a highly skilled Academic Portfolio Manager to join their team in Glasgow. The successful candidate will be responsible for implementing investment views across a wide range of portfolios held within various strategies.Key Responsibilities:Develop and implement investment strategies...
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Academic Portfolio Manager
4 weeks ago
Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full timeJob Title: Academic Portfolio ManagerCore-Asset Consulting Ltd is seeking a highly skilled Academic Portfolio Manager to join their team in Glasgow. The successful candidate will be responsible for implementing investment views across a wide range of portfolios held within various strategies.Key Responsibilities:Develop and implement investment strategies...
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Servicing Executive
2 weeks ago
Glasgow, Glasgow City, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly skilled Servicing Executive to join our team at Evelyn Partners. As a key member of our employee benefits team, you will be responsible for supporting the client adviser in servicing employee benefits arrangements.Key ResponsibilitiesDeliver scheme support function for Group Risk & Healthcare clients to a high standard...
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Portfolio Management Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Scottish Fire and Rescue Service Full time £40,892 - £44,000Portfolio Management LeadEden Scott is delighted to be partnering with Scottish Fire & Rescue Service to drive a progressive Fire Service, one that is centred around the needs of the individual, inclusive and better connected to Scotland's many diverse communities.About the RoleThis is a fantastic opportunity to join one of Scotland's most essential...
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Academic Portfolio Manager
4 weeks ago
Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full timeJob Title: Academic Portfolio ManagerCore-Asset Consulting Ltd is seeking a highly skilled Academic Portfolio Manager to join their team in Glasgow. The successful candidate will have a background in Private Wealth / Investment Management and strong portfolio implementation skills/experience.Key Responsibilities:Implement investment views across portfolios...
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Academic Portfolio Manager
4 weeks ago
Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full timeJob Title: Academic Portfolio ManagerCore-Asset Consulting Ltd is seeking a highly skilled Academic Portfolio Manager to join their team in Glasgow. The successful candidate will have a background in Private Wealth / Investment Management and strong portfolio implementation skills/experience.Key Responsibilities:Implement investment views across portfolios...
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Strategic Portfolio Manager
2 weeks ago
Glasgow, Glasgow City, United Kingdom City Property (Glasgow) LLP Full timeThe Technical Services Manager plays a pivotal role in the Senior Management Team at City Property (Glasgow) LLP, supporting the Head of Operations in managing the commercial portfolio. This involves delivering innovative investment and rationalisation opportunities, as well as providing professional and technical consultancy services to in-house clients.The...