Portfolio Account Specialist
4 weeks ago
We are seeking an accomplished Account Manager to join our dynamic team at Get Recruited (UK) Ltd. In this role, you will oversee the entire lifecycle of a portfolio of accounts, from initial contact to ongoing maintenance and growth. Your primary focus will be on delivering exceptional service to our clients, ensuring their needs are met and exceeded.
**Key Tasks:**
- Build and maintain strong relationships with clients, providing timely and effective communication.
- Ensure all client interactions are compliant with relevant regulations and standards.
- Process and manage complex financial transactions, including pension and investment services.
- Monitor and adjust rental, loan, and scheme bank account arrangements as needed.
- Prepare and submit accurate regulatory filings and returns.
**Requirements and Benefits:**
- A minimum of 2 years of experience in a related field, such as pensions, investments, or property management.
- Excellent client-facing and communication skills.
- A competitive salary up to £35,000 per annum, plus a comprehensive benefits package.
- Ongoing training and development opportunities to enhance your skills and expertise.
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Credit Control Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Portfolio Credit Control Full timeJob Title: Credit Control SpecialistAbout the Role:We are seeking a highly skilled Credit Control Specialist to join our Portfolio Credit Control team. In this role, you will be responsible for handling all credit control procedures in line with company policy.Key Accountabilities:Actively chase all debt within the allotted portfolio using appropriate means...
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Client Portfolio Development Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeAs a key member of Levitate Recruitment's team, the Client Portfolio Development Specialist will be responsible for managing a varied portfolio of clients across multiple industries. This involves developing and executing strategies to drive business growth, identifying new opportunities, and building strong relationships with existing clients.To succeed in...
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Property Portfolio Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Developing Health and Independence (DHI) Careers Full timeWe are looking for a highly skilled Property Portfolio Specialist to join our Home Turf Lettings Team. The successful candidate will be responsible for managing a portfolio of properties, ensuring they are well-maintained and meet the needs of our tenants.DHI offers a competitive salary of £30,467 per annum, depending on experience. As a Property Portfolio...
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Portfolio Manager
4 weeks ago
Bristol, Bristol, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeLevitate Recruitment, a leading accountancy and insolvency recruitment specialist, is seeking an experienced Portfolio Manager to join their team. With a strong track record in managing client portfolios, this individual will play a crucial role in driving business growth and success.The successful candidate will have a minimum of 3 years of experience as a...
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Portfolio Optimization Specialist
1 month ago
Bristol, Bristol, United Kingdom Morson Talent Full timeJob Details**Job Title:** Portfolio Optimization Specialist**Location:** Southwest – Travel to sites required**Role Type:** PermanentWe are seeking an experienced Portfolio Optimization Specialist to join a leading facilities management and engineering company. As a Portfolio Optimization Specialist, you will play a pivotal role in developing and...
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Accountant and Payroll Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Portfolio Payroll Full timeJob Summary:We are seeking an experienced Payroll Administrator to join our team at Portfolio Payroll in Bristol. As a key member of our payroll team, you will be responsible for processing end-to-end payroll, ensuring accuracy and efficiency.About the Job:Processing payrolls with high accuracy and speedLiaising with HMRC and stakeholders as requiredServing...
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Associate Portfolio Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Netzero People Full timeAbout the RoleAs a Portfolio Specialist at Netzero People, you will play a crucial role in the management of our solar portfolio.Responsibilities:Oversee the scheduling and completion of corrective maintenance, testing, and remedial work on deployed solar PV systems.Collaborate with the Operations Manager, Senior Portfolio Managers, and Portfolio Managers to...
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Solar Portfolio Management Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Netzero People Full timeJob Title:Solar Portfolio Management SpecialistSalary:£60,000 - £80,000 per annumAbout the Role:We are seeking a highly skilled Solar Portfolio Management Specialist to join our team at Netzero People. The successful candidate will be responsible for coordinating and supporting the office-based management of a portfolio of Solar sites.The role involves...
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Portfolio Management Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Service Care Solutions Full timeJob PositionWe are seeking a Portfolio Management Specialist to join our financial advisory firm in Bristol. As a key member of the team, you will manage client portfolios and ensure optimal performance.Main Objectives:Develop and implement personalized investment strategies.Manage and review client portfolios to ensure alignment with set...
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Portfolio Claims Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Finitas Full timeA Portfolio Claims Specialist is needed to support one of Finitas' long-term clients in Bristol.Responsibilities include managing an allocated portfolio of Financial Lines claims and collaborating with stakeholders.The ideal candidate will possess a minimum of two years of experience in claims handling, strong stakeholder management skills, and a commitment...
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Client Portfolio Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Get-Recruited (UK) Ltd Full timeGet-Recruited (UK) Ltd is proud to partner with a leading business in Bristol to find a talented Client Portfolio Specialist. As a Client Portfolio Specialist, you will be responsible for handling client queries, ensuring compliance with regulatory requirements, and providing exceptional customer service. With a strong focus on delivering results-driven...
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Accounts Receivable Specialist
1 month ago
Bristol, Bristol, United Kingdom Citadel Source Full timeAccounts Receivable SpecialistWe are looking for an experienced Accounts Receivable Specialist to join our team at Citadel Source. As a key member of our finance team, you will be responsible for ensuring efficient management of accounts receivable and minimising overdue debts.Responsibilities:Providing accurate, timely billing, collections, and...
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Portfolio Optimization Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Morson Talent Full timeJob DescriptionMorson Talent is currently recruiting for a Portfolio Optimization Specialist to join a leading facilities management and engineering company. As an integral part of the team, you will play a key role in shaping innovative asset management strategies and optimizing performance.This exciting opportunity offers a unique chance to drive...
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Portfolio Management Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeJob OverviewHargreaves Lansdown Asset Management Limited is seeking an experienced Portfolio Management Specialist to join our team in Bristol. This exciting role will involve supporting the analysis of our Strategic Change Portfolio, driving insight to inform quality decisions at local and senior level.About the RoleThe ideal candidate will have experience...
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Property Portfolio Lead
3 weeks ago
Bristol, Bristol, United Kingdom Workman LLP Full timeJob Summary:We are seeking a senior building surveyor to manage our diverse property portfolio. As a key member of our team, you will be responsible for overseeing the day-to-day operation of the property portfolio, ensuring accurate financial reporting, and managing a team of property managers and staff.About the Role:This is a unique opportunity for a...
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Account Growth Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Lyreco Switzerland AG Full timeJob DescriptionWe are seeking an Account Growth Specialist to join our Commercial Corporate Sales Division in the Midlands and North. As a key member of our team, you will be responsible for managing a portfolio of existing accounts, delivering exceptional customer service, and driving revenue growth.Main ResponsibilitiesManage a portfolio of clients,...
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Tenancy Portfolio Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Pertemps Bristol Commercial Full timeAbout the RolePertemps Bristol Commercial is seeking a skilled Property Manager to join our team. This role offers an exciting opportunity to work with a friendly and established lettings and sales agency based in North Bristol.Responsibilities:Tenancy Management: Ensure accurate inventory reports, address tenant queries, and coordinate routine inspections...
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Commercial Property Portfolio Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Workman LLP Full timeAbout the RoleThis role offers an exciting opportunity to join Workman LLP, the UK's leading independent commercial property management specialist. As a Commercial Property Portfolio Specialist, you will be responsible for overseeing the daily operations of a diverse portfolio of commercial, industrial, and retail properties.You will work closely with...
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Portfolio Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Michelmores Full timeWe have an exciting opportunity for a skilled Portfolio Administrator to join our Tax, Trusts, and Succession team at Michelmores.About the RoleManage a portfolio of trusts to provide an efficient trust administration serviceSupport the Trust Director, Partners, and other team membersThis role offers a competitive salary range of £55,000 - £70,000 per...
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Employee Relations Specialist
3 weeks ago
Bristol, Bristol, United Kingdom The Portfolio Group Full timeJob Title: Employee Relations SpecialistJob Overview: The Portfolio Group is seeking a highly skilled Employee Relations Specialist to join our dynamic team. In this critical role, you will be responsible for providing expert support in employee relations matters, leading negotiation sessions, and maintaining impartiality.Main Responsibilities:Support and...