Financial Portfolio Manager

15 hours ago


Leeds, Leeds, United Kingdom Schroders Recruitment Full time

Role Overview

We are seeking a highly motivated Financial Portfolio Manager to join our team in the North East of England. This role is an exciting opportunity for someone who is passionate about delivering excellent client service and investment management.

Salary: £50,000 - £70,000 per annum

Job Description
  • Support Portfolio Managers and Directors to manage clients' portfolios in line with their investment wishes and regulations.
  • Be a point of contact for clients and maintain a record of responses.
  • Help plan and attend client meetings.

About Schroders Recruitment

We are a global investment manager that helps institutions, intermediaries, and individuals around the world invest money to meet their goals and prepare for the future.



  • Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Role OverviewWe are seeking an experienced Financial Data Analyst to join our team at Lowell Financial Ltd. This is a rewarding opportunity to leverage your analytical skills and expertise in financial portfolio management to drive business growth and success.


  • Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    About the RoleThis Credit Portfolio Manager position offers a unique opportunity to work with a leading debt recovery company, utilizing your analytical skills to drive business growth and improve financial performance. As a key member of our team, you will be responsible for analyzing large datasets, identifying trends and opportunities, and developing...

  • Portfolio Manager

    4 weeks ago


    Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    As a Portfolio Manager with Lowell Financial Ltd, you will be responsible for leading high-performing teams across our call and correspondence channels. Your primary focus will be on ensuring your team is performing to the best of their abilities, hitting all relevant targets and KPIs in a compliant manner.About UsWe are committed to a hybrid working...


  • Leeds, Leeds, United Kingdom IPS Finance Full time

    Job Title: Financial Portfolio ManagerAbout Us: IPS Finance is a dynamic and growing company in the property sector, offering exciting opportunities for experienced professionals to join our expanding team.Salary: £60,000 - £80,000 per annum, depending on experience.Job Description:Prepare monthly, quarterly, and annual financial reports for property...


  • Leeds, Leeds, United Kingdom IPS Group Full time

    Are you an experienced financial professional looking for a new opportunity?IPS Finance is working with a fast-growing client in the property sector, and they are seeking a talented individual to join their expanding team.If you have a strong background in financial management, a keen eye for detail, and the ability to thrive in a dynamic environment, this...


  • Leeds, Leeds, United Kingdom Portfolio Credit Control Full time

    About the OpportunityWe are currently looking for a talented Credit Controller to join our expanding team at Portfolio Credit Control. As a Credit Controller, you will play a crucial role in maintaining strong customer relationships, managing cash flow, and ensuring accurate financial records.This is an excellent opportunity for someone looking to take their...


  • Leeds, Leeds, United Kingdom IPS Group Careers Full time

    About IPS Group Careers">We are seeking a highly skilled Financial Portfolio Administrator to join our team and help drive the financial success of our property business.">Job Summary:">In this role, you will be responsible for managing the financial aspects of our property portfolio, including preparing financial reports, reconciling accounts, and managing...

  • Portfolio Manager

    3 days ago


    Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

    Company Overview: Established as an Independent Financial Advisory firm, our client specializes in providing expert financial planning advice to businesses and individuals. With a team of 8 experienced financial planners managing £290m in assets, we offer comprehensive solutions for pensions, investments, and retirement planning.Job Description: As a...


  • Leeds, Leeds, United Kingdom Finatal Full time

    Unlock Your Investment PotentialSourced from Leeds, this Financial Portfolio Specialist role is a high-growth opportunity for a dynamic professional to shape the future of promising start-ups while driving portfolio growth and investor returns.Main Responsibilities:Identify and develop investment opportunities through networking, market research, and...


  • Leeds, Leeds, United Kingdom Financial Conduct Authority Full time

    Salary: National up to £64,000 and London up to £70,400">The Financial Conduct Authority is recruiting for a Senior Supervisor to join the P2P and Crowdfunding team in the Investment Platforms and SIPP Operators Department.This role will involve supervising and carrying out proactive- and reactive-casework, along with projects on firms in the portfolios....

  • Portfolio Manager

    4 weeks ago


    Leeds, Leeds, United Kingdom Azets Full time

    A Career at Azets: Unleash Your PotentialWe are a top ten accountancy firm in the UK and the number one largest SME practice. With a wide network of employees and an abundance of inspiring opportunities, you can grow your career with us.The RoleAs a Manager at Azets, you will be responsible for owning and managing a client portfolio with a higher level of...


  • Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Job OverviewWe are seeking a skilled Financial Data Analyst to join our team at Lowell Financial Ltd. As a key member of our team, you will play a critical role in analyzing and interpreting financial data to inform business decisions.About the RoleThis is an exciting opportunity for a talented individual to work with our senior leadership team to drive...


  • Leeds, Leeds, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    Job Summary:A challenging opportunity for a skilled professional to work alongside a team of experts in the insolvency field, handling a diverse portfolio of cases from start to finish. The ideal candidate will have excellent communication and problem-solving skills.About the Role:We are seeking a highly motivated and experienced individual to join our team...


  • Leeds, Leeds, United Kingdom Michael Page (UK) Full time

    Accountant Job OpportunityWe are seeking an experienced Accountant to manage a portfolio of clients across various industries, providing accounting, tax, and advisory services. The successful candidate will be responsible for preparing and reviewing financial statements, management accounts, and VAT returns, as well as offering proactive advice to clients on...


  • Leeds, Leeds, United Kingdom Cobalt Recruitment Full time

    We're looking for a seasoned Senior Client Accountant to join Cobalt Recruitment, a leading recruitment agency based in Leeds, for a 9-month fixed-term maternity cover. This exciting opportunity involves handling various tasks related to service charge and client accounts for a portfolio of commercial and residential properties.The ideal candidate will have...


  • Leeds, Leeds, United Kingdom ZipRecruiter Full time

    **Portfolio Manager Job:** Leeds Portfolio ManagerWe are seeking an experienced Portfolio Manager to join our team in Leeds. As a key member of our commercial property firm, you will play a crucial role in the strategic management and enhancement of our substantial portfolio.About Our Company:Our company is a well-established commercial property firm with a...


  • Leeds, Leeds, United Kingdom Azets Full time

    OverviewAzets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics.We are a top ten accountancy firm in the UK and are the number one largest SME practice offering an abundance of inspiring opportunities to join our many offices.Job DetailsEstimated salary: £60,000 - £80,000 per annumKey...

  • Portfolio Director

    18 hours ago


    Leeds, Leeds, United Kingdom The Barton Partnership Full time

    Portfolio Director Position:We are seeking a highly skilled Portfolio Director to drive the success of the UK Infrastructure Bank's Portfolio Management team. In this role, you will provide strategic leadership, analyze complex data, and develop innovative solutions to manage risk and optimize financial returns. Your ability to represent the Bank externally...


  • Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    At Lowell Financial Ltd, we are committed to making credit work better for all. Our team of experts is dedicated to helping customers become debt-free through our innovative approach.Job DescriptionAs a Financial Analyst Manager, you will play a crucial role in conducting detailed analysis of historical and current financial data to identify trends,...


  • Leeds, Leeds, United Kingdom Fexco Full time

    **Company Overview:**Fexco, a leading property management company, is seeking an experienced Property Portfolio Manager to join our team in Leeds and Wakefield. In this role, you will be responsible for managing a portfolio of properties, ensuring seamless day-to-day operations and exceeding client expectations.Estimated Salary: £35,000 - £45,000 per...