Financial Portfolio Manager

Key ResponsibilitiesActively chase all debt within the allotted portfolio, using appropriate means (telephone, email, etc.) and update stakeholders as required.Maintain accurate and up-to-date client notes following conversations with clients, using Workday to record status.Have regular face-to-face meetings with stakeholders as required regarding their debt...

Accounting Role OverviewWe are seeking a highly skilled Accounting Manager to join our successful team. As an Accounting Manager, you will be responsible for the financial management of projects, expenditure management, annual financial accounts, budgets, and revenue reporting.The ideal candidate will have a background in practice, financial services, or...

About the RoleWe are seeking an experienced Strategic Portfolio Manager to join our team at PER, Private Equity Recruitment.Job DescriptionBoard Seat Responsibility: This role involves sitting on the boards of multiple portfolio companies, working closely with CEOs and business owners as a trusted strategic advisor.Liaising with Management Teams: You will...

About the RoleWe are seeking a highly skilled Commercial Property Accountant to join our team as a Client Relationship Specialist. This role will involve managing client relationships, ensuring accurate and timely delivery of accounting records for a diverse property portfolio.Key responsibilities include:Preparation and review of monthly and quarterly...

Unlocking Potential with Coyne & Associates We are seeking a Strategic Growth Leader to join our dynamic investment team. As a key member of the team, you will provide tactical and operational support to drive value creation and market-leading performance across our portfolio. Your expertise will be instrumental in guiding investee management teams towards...

About QuilterQuilter, a leading provider of advice, investments, and wealth management, has a rich heritage dating back to 1771. With over £114.9 billion in investments managed on behalf of its clients, the company aims to deliver excellent client outcomes while embracing innovation and growth.The RoleWe are seeking a highly skilled Portfolio Administration...

Coyne & Associates A leading mid-market private equity house seeks a Portfolio Director to join its South West team. The successful candidate will play a pivotal role in driving value creation and market-leading performance across the fund's portfolio, guiding investee management teams towards success. Key responsibilities include monitoring growth metrics...

Salary & BenefitsThe successful candidate can expect a competitive salary of up to £35,000 per annum, plus benefits such as hybrid working, a 4-day week after probation, coaching, mentoring plans, 25 days holiday, and their birthday off.Job ResponsibilitiesManaging client accounts from cradle to grave, handling various calls and clients on a daily...

Job SummaryAs a Portfolio Manager within the Cabinet Office, you will play a critical role in ensuring the successful delivery of strategic projects and programmes. Reporting to the Chief Financial Officer, you will be responsible for managing the Cabinet Office Major Projects Portfolio, including the development of business cases and oversight of project...

About the RoleWe are seeking a dedicated and experienced Property Manager to join our client, a well-established Lettings and Sales Agency based in North Bristol. This role offers an exciting opportunity to manage your own tenancy portfolio in a fast-paced environment.Key ResponsibilitiesTo effectively manage tenancy portfolios, ensuring timely rent...

About the JobWe are seeking a highly skilled Commercial Portfolio Specialist to join our team at Workman LLP. As a Senior Property Management Surveyor, you will be responsible for managing a diverse property portfolio, including commercial, industrial, and retail properties.Your primary objective will be to deliver exceptional results by working closely with...

At Quilter Financial Planning, we are seeking ambitious individuals to join our full-time programme and embark on a rewarding career as a financial adviser.This programme offers a unique opportunity to gain Level 4 CII Qualification - Diploma in Regulated Financial Advice, fully paid for, and join our team of financial planners in a self-employed role once...

Company Overview:Retail Human Resources plc is a leading retailer with a portfolio of over 700 trading stores. Our business strategy focuses on growth and expansion, making this an exciting time to join our Property department.About the Role:We are seeking a highly experienced Property Portfolio Director to lead and develop our Estates Management team. As a...

About Portfolio Payroll LimitedPortfolio Payroll Limited is seeking a highly skilled Payroll Manager Consultant to join their team on a fixed-term contract basis.

Job DescriptionWe are seeking a Client Portfolio Manager to join Clark Wood Limited in Bristol. This role offers the successful candidate a chance to progress into a senior position within the firm.The ideal candidate will be ACA / ACCA Qualified and have relevant experience working in a Business Services or Accounts focused role in practice.Prior experience...

Company OverviewWorkman LLP is a leading property management company with a diverse portfolio of commercial, industrial, and retail properties. Our team of experts works closely with clients to enhance the value of their portfolios.

About our clientWe're working with one of the UK's leading SME investors, seeking to expand its portfolio team. As a key member, you'll collaborate closely with dynamic growth businesses and entrepreneurs, supporting them throughout their time in the portfolio.Key responsibilities:Board seat representation for various portfolio companiesLiaise regularly with...

Company OverviewA leading accountancy practice in Bristol seeks a seasoned financial services manager to oversee the delivery of year-end accounts and services for a diverse client portfolio. As an Accounts Manager, you will be responsible for managing teams, working closely with partners, and providing career development opportunities.

About the RoleAs a Senior Portfolio Manager with Alexander Mae (Bristol) Ltd, you will be responsible for driving the growth and success of our student lettings portfolio in central Bristol.Key Responsibilities:Develop and maintain strong relationships with landlords, tenants, and contractors to ensure seamless property management.Manage all aspects of asset...

Exciting Opportunity in Property ManagementWe are seeking a motivated and customer-focused individual to join our team as a Property Portfolio Manager in Bristol. As a leading employer in the Property sector, we offer structured training and a long-term career path for successful candidates.This is an excellent opportunity to build a career in Property and...