Current jobs related to Portfolio Manager - Harrogate, North Yorkshire - Inspired PLC

  • Senior Portfolio Manager

    4 days ago

    Harrogate, North Yorkshire, United Kingdom Unity Resourcing Ltd Full time £25,000 - £27,000

    Account Manager Role OverviewWe are recruiting for a dynamic Account Manager position within Unity Resourcing Ltd. This full-time, permanent role involves managing a large portfolio of existing accounts, fostering relationships, and creating opportunities to cross-sell and upsell.Key Responsibilities:Manage a large group of existing accountsHandle inbound...

  • Investment Portfolio Manager

    5 days ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsTitan Wealth Holdings Limited provides a comprehensive range of services across the wealth management spectrum, from financial planning and investment management to platform, trading, settlement, and custody services. Our strategy is to offer modular, incremental services to our clients, allowing them to adapt their business models as needed. As part...

  • Investment Portfolio Manager

    3 weeks ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsThe Titan Wealth Group is a leading provider of investment management services, offering a comprehensive range of solutions to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to delivering exceptional service and expertise, ensuring that our clients achieve their financial goals.Job ResponsibilitiesDevelop...

  • Investment Portfolio Manager

    3 weeks ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsThe Titan Wealth Group is a leading provider of investment management services, offering a comprehensive range of solutions to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to delivering exceptional service and expertise, ensuring that our clients achieve their financial goals.Job ResponsibilitiesDevelop...

  • Investment Portfolio Manager

    2 weeks ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsThe Titan Wealth Group is a leading provider of investment management services, offering a comprehensive range of solutions to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to delivering exceptional service and expertise, ensuring that our clients achieve their financial goals.Job ResponsibilitiesDevelop...

  • Investment Portfolio Manager

    2 weeks ago

    Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

    About UsThe Titan Wealth Group is a leading provider of investment management services, offering a comprehensive range of solutions to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to delivering exceptional service and expertise, ensuring that our clients achieve their financial goals.Job ResponsibilitiesDevelop...

  • Tax Manager

    3 weeks ago

    Harrogate, North Yorkshire, United Kingdom First 2 Recruit Full time

    Job Title: Compliance RoleWe are seeking a highly skilled and experienced Tax Manager to join our Personal Tax Team in Harrogate. The ideal candidate will have a strong background in personal tax and experience in managing a portfolio of high-net-worth private clients.Key Responsibilities:Manage a portfolio of high-net-worth private clients, dealing with...

  • Tax Manager

    3 weeks ago

    Harrogate, North Yorkshire, United Kingdom First 2 Recruit Full time

    Job Title: Compliance RoleWe are seeking a highly skilled and experienced Tax Manager to join our Personal Tax Team in Harrogate. The ideal candidate will have a strong background in personal tax and experience in managing a portfolio of high-net-worth private clients.Key Responsibilities:Manage a portfolio of high-net-worth private clients, dealing with...

  • Tax Manager

    3 weeks ago

    Harrogate, North Yorkshire, United Kingdom First 2 Recruit Full time

    Job Title: Compliance RoleWe are seeking a highly skilled and experienced Tax Manager to join our Personal Tax Team in Harrogate. The ideal candidate will have a strong background in personal tax and experience in managing a portfolio of high-net-worth private clients.Key Responsibilities:Manage a portfolio of high-net-worth private clients, dealing with...

  • Tax Manager

    3 weeks ago

    Harrogate, North Yorkshire, United Kingdom First 2 Recruit Full time

    Job Title: Compliance RoleWe are seeking a highly skilled and experienced Tax Manager to join our Personal Tax Team in Harrogate. The ideal candidate will have a strong background in personal tax and experience in managing a portfolio of high-net-worth private clients.Key Responsibilities:Manage a portfolio of high-net-worth private clients, dealing with...

  • Lettings Manager

    1 month ago

    Harrogate, North Yorkshire, United Kingdom Harte Consulting Ltd Full time

    Unlock your potential as a key player in Harrogate's thriving property market.Lettings Manager at Harte Consulting Ltd is the perfect opportunity to drive business growth and deliver exceptional customer service.As a Lettings Manager, you will be responsible for leading a team of property experts, managing a portfolio of residential properties, and...

  • Lettings Manager

    1 month ago

    Harrogate, North Yorkshire, United Kingdom Harte Consulting Ltd Full time

    Unlock your potential as a key player in Harrogate's thriving property market.Lettings Manager at Harte Consulting Ltd is the perfect opportunity to drive business growth and deliver exceptional customer service.As a Lettings Manager, you will be responsible for leading a team of property experts, managing a portfolio of residential properties, and...

  • Tax Manager

    4 weeks ago

    Harrogate, North Yorkshire, United Kingdom First 2 Recruit Full time

    Job Title: Compliance RoleWe are seeking a highly skilled and experienced Tax Manager to join our Personal Tax Team in Harrogate. The ideal candidate will have a strong background in personal tax and be committed to a career in tax.Key Responsibilities:Manage a portfolio of high-net-worth private clients, dealing with compliance and advisory needs.Assist...

  • Tax Manager

    4 weeks ago

    Harrogate, North Yorkshire, United Kingdom First 2 Recruit Full time

    Job Title: Compliance RoleWe are seeking a highly skilled and experienced Tax Manager to join our Personal Tax Team in Harrogate. The ideal candidate will have a strong background in personal tax and be committed to a career in tax.Key Responsibilities:Manage a portfolio of high-net-worth private clients, dealing with compliance and advisory needs.Assist...

  • Tax Manager

    2 weeks ago

    Harrogate, North Yorkshire, United Kingdom First 2 Recruit Full time

    Job Title: Compliance RoleWe are seeking a highly skilled and experienced Tax Manager to join our Personal Tax Team in Harrogate. The ideal candidate will have a strong background in personal tax and be committed to a career in tax.Key Responsibilities:Manage a portfolio of high-net-worth private clients, dealing with compliance and advisory needs.Assist...

  • Tax Manager

    2 weeks ago

    Harrogate, North Yorkshire, United Kingdom First 2 Recruit Full time

    Job Title: Compliance RoleWe are seeking a highly skilled and experienced Tax Manager to join our Personal Tax Team in Harrogate. The ideal candidate will have a strong background in personal tax and be committed to a career in tax.Key Responsibilities:Manage a portfolio of high-net-worth private clients, dealing with compliance and advisory needs.Assist...

  • Corporate Tax Manager

    1 month ago

    Harrogate, North Yorkshire, United Kingdom First 2 Recruit Full time

    Corporate Tax Manager (Accountancy Practice Based) – YorkshireWe are seeking a highly skilled Corporate Tax Manager to join our growing and dynamic North Yorkshire team. As a key member of our corporate tax team, you will be responsible for managing the corporation tax affairs of a diverse client portfolio.The RoleThe successful candidate will have a...

  • Tax Manager

    2 weeks ago

    Harrogate, North Yorkshire, United Kingdom Clark Wood - Tax Recruitment Full time

    We are seeking a Corporate Tax Manager to join our team at Clark Wood - Tax Recruitment. The successful candidate will have extensive corporate tax experience and be qualified ACA/CTA (or equivalent). They will be responsible for managing a compliance portfolio, developing junior staff, and working with larger clients/groups. The firm offers a hybrid working...

  • Philanthropy Manager

    1 month ago

    Harrogate, North Yorkshire, United Kingdom Yorkshire Cancer Research Full time

    Yorkshire Cancer Research is seeking an experienced Philanthropy Manager to lead our Fundraising team. Reporting to the Head of Fundraising, you will identify and approach high-net-worth individuals who wish to invest in cancer research. Your goal will be to grow our portfolio of major donors and deliver exceptional levels of tailored engagement and...

  • Philanthropy Manager

    1 month ago

    Harrogate, North Yorkshire, United Kingdom Yorkshire Cancer Research Full time

    Yorkshire Cancer Research is seeking an experienced Philanthropy Manager to lead our Fundraising team. Reporting to the Head of Fundraising, you will identify and approach high-net-worth individuals who wish to invest in cancer research. Your goal will be to grow our portfolio of major donors and deliver exceptional levels of tailored engagement and...

Portfolio Manager

2 months ago

Harrogate, North Yorkshire, United Kingdom Inspired PLC Full time
Job Description

Company Overview

As a leading technology-enabled provider of energy and sustainability advisory services, Inspired PLC is a UK market leader. Since 2000, we have grown in scale and capability, servicing over 3,400 UK and Irish clients across all sectors.

We focus on solving our clients' toughest challenges by managing data comprehensively, sourcing energy sustainably, and reducing carbon efficiently. This enables our clients to control costs effectively, make authentic ESG disclosures, improve their business performance, and power their journey to net zero.

Role and Responsibilities

The Portfolio Executive role contributes to service delivery to several customers, for services including Procurement, Bill Validation, Finance Reporting, Metering, and CRC. Working with a Portfolio Team to assist with the delivery of the services across customers, a Portfolio Executive develops the skills over time to work more independently and take on more responsibility for client delivery.

Key Responsibilities:

  • Customer Service:
    • Dealing with customer queries and requests in a professional and efficient manner.
    • Maintaining the portfolio based on information provided by the customer and other third parties.
  • Procurement:
    • Assisting the Procurement team in providing necessary information for utility contracts.
    • Managing acquisitions and disposals for existing contracts.
  • Bill Validation:
    • Processing utility billing.
    • Performing or contributing to regular validation runs to identify whether billing contains errors and required challenging.
    • Submitting regular batches of validated invoices to the customer to pay.
    • Ensuring invoices are paid within terms, communicating remittance information to suppliers.
    • Supplier account management, liaising with suppliers to ensure payments are correctly allocated and debt positions are managed.
    • Resolving challenges and obtaining refunds/credits (savings), meeting a stated savings target to ensure the customer is saving at the anticipated level.
    • Analysing and querying historic billing to recover overcharging, including site investigations if necessary, delivering savings against target for contract income (shared savings).
  • Metering:
    • Assisting with the management of new metering, including site scheduling.
    • Supporting with the maintenance and data collection of metering portfolio once up and running.
    • Adding/removing supplies from relevant MOP and DC contract.
  • Other Responsibilities:
    • Read and comply with the company Health & Safety Policy; taking reasonable care for the Health & Safety of themselves and others; co-operate with managers and other employees in fulfilling our objectives and statutory duties.

Requirements:

The ideal candidate will have a mathematical and analytical skillset understanding for reporting, excellent communication skills for dealing with customers, contractors, and other team members, be self-motivated and able to work autonomously, skilled in the use of Microsoft Excel and computer literate, and well-presented and professional.

What We Offer:

  • Training and development opportunities.
  • Company pension.
  • Flexible work hours.
  • Sharesave scheme.
  • Life insurance.