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Senior Portfolio Manager

2 months ago


Upper Stratton, Swindon, United Kingdom Trilogic Recruitment Full time
Job Title: Client Portfolio Manager

As a Client Portfolio Manager at Trilogic Recruitment, you will play a key role in building and maintaining strong relationships with our clients. This is an exciting opportunity to work with a dynamic team and contribute to the growth and success of our clients.

Key Responsibilities:
  • Assist with the onboarding of new clients to ensure a smooth transition and excellent support.
  • Develop and maintain deep, long-standing relationships with clients, understanding their business needs and goals.
  • Collaborate with the wider team to implement plans and strategies that drive client success.
  • Identify opportunities to improve processes and business opportunities for clients.
  • Work closely with clients to review financial information, focusing on tax management and future growth opportunities.
  • Build robust forecasting models and challenge clients to use them effectively as their business grows.
  • Continuously seek ways to enhance the service level and support offered to clients.
Benefits:
  • Competitive salary range of £45K-£50K per annum (DOE & Quals).
  • Swindon-based role with scope for remote working after a settling-in period.
  • Opportunities for professional development and growth.
  • Pension scheme and paid business mileage.
  • Discretionary sick pay and holiday entitlement.
  • Incentive schemes and bonuses.