Portfolio Management Assistant

Fisher Investments Europe: A Leader in Investment ManagementWe pride ourselves on being a leader in investment management, with a focus on providing unmatched service and taking a personalized approach to investing.We achieve this through a simple and transparent fee structure and recognized European custodians.Investment Director Role:As an Investment...

About This OpportunityWe are seeking an experienced Investment Director to join our team at Fisher Investments Europe.In this role, you will be responsible for meeting with prospective clients and gathering new clients and assets for our firm.This is a highly entrepreneurial role that involves a combination of warm initial calls and in-person sales to close...

About You: We are looking for a skilled Sales Relationship Manager Assistant to join our team at Fisher Investments Europe. In this role, you will provide administrative support to our Sales Relationship Managers and help drive the growth of our business.Your primary responsibilities will include:Supporting Sales Relationship Managers in their day-to-day...

A Day in the Life of an Institutional Content AssociateAs an Institutional Content Associate at Fisher Investments, you will work directly with Sales and Service Professionals, the Portfolio Management Team, and executive management to develop prospect, consultant, client, and internal presentations. Your focus will be on creating advanced, custom, and...

Job OverviewFisher Investments Europe is the European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions.We are seeking a highly motivated Finance Intern to join our team and...

The RoleThis is a dynamic role where you will liaise with Sale Representatives, Investment Counsellors, and other parties to provide administrative and operational support.Partner directly with top banks to assist with tasks related to client management.Gain exposure to various European countries' businesses.Support Investment Counsellors with relationship...

Key ResponsibilitiesIn this Client Service Associate role, you will be responsible for managing daily tasks and working closely with Sales Representatives, Investment Counsellors, and other parties.Your key responsibilities may include:Partnering directly with top banks (our custodians) to assist with administrative and operational tasks.Gaining exposure to...

What You'll DoPartner directly with top banks to assist with administrative and operational tasks.Gain exposure to other European countries' businesses and develop your skills.Work closely with Investment Counsellors to manage client relationships and operational inquiries.Produce reports based on the current situation of prospective clients.Develop...

About the CompanyFisher Investments Europe prides itself on putting clients first, providing unmatched service, and taking a personalised approach to investing.We use a simple and transparent fee structure and work with recognised European custodians to ensure that our clients' best interests are aligned with ours.Role OverviewThis Client Service Associate...

Company OverviewFisher Investments Europe is a leading private money manager with a global presence, distinguished by its commitment to putting clients first and providing unmatched service.We take a personalised approach to investing, aligning our interests with those of our clients through a simple and transparent fee structure and recognised European...

Job DescriptionWe are seeking a skilled Procurement Specialist to join our team in Bristol. As a Procurement Specialist, you will be responsible for supporting the Senior Contracts Manager and Head of Contracts with contractual administration tasks.Your primary duties will include:Preparing NDAs and maintaining registersAssisting with administration of...

Overview: As a Business Development Associate at Fisher Investments Europe, you will be instrumental in supporting our institutional sales efforts. This role offers an exciting opportunity to develop your skills and contribute to the growth of our business.The primary responsibilities of this position include:Calling and emailing decision makers to introduce...

About the Role: We are seeking a highly motivated Institutional Sales Support Specialist to join our team at Fisher Investments Europe. In this role, you will play a key part in supporting our institutional sales efforts and contributing to the growth of our business.Your primary responsibilities will include:Calling and emailing decision makers to introduce...

About Fisher InvestmentsWe are a leading investment management firm that puts clients first. Our team is dedicated to providing unparalleled service and taking a personalized approach to investing.We align with our clients' best interests by using a simple and transparent fee structure and recognized European custodians.Your Role:As an Investment Director,...

About the RoleWe are seeking an enthusiastic and results-driven Retail Assistant Manager to lead our team at St Christophers. As a key contributor to our retail operations, you will play a critical role in driving sales growth, improving customer satisfaction, and enhancing the overall shopping experience.Key Challenges:Develop and implement effective...

Job Title: Retail Assistant ManagerWe are seeking a highly motivated and experienced Retail Assistant Manager to join our team at St Christophers. As a key member of our retail operations, you will be responsible for overseeing all aspects of our store, including managing stock, supervising volunteers, and providing excellent customer service.Key...

Job SummaryWe are seeking a highly organized and detail-oriented Retail Assistant Manager to join our team at St Christophers. As a key member of our retail operations, you will be responsible for overseeing all aspects of our store, including managing stock, supervising volunteers, and providing excellent customer service.Key Accountabilities:Manage the...

Prestige Gold Solutions is a leading boutique real estate investment manager. We are currently seeking an experienced Senior Real Estate Investment Portfolio Manager for our office based in London.About the RoleWe are looking for a seasoned professional to manage and grow a portfolio of private investors based in the UK. The ideal candidate will have a...

We’re on the hunt for an experienced and accomplished PA to join a team of assistants in a private office in St James’s. Academics are really key for this role so if you have a sterling academic track record as well as excellent PA/EA experience then we want to hear from you. This is a corporate environment and professionalism is key. You will join a...

A leading regional firm of accountants is seeking an experienced Tax Senior to join their Corporate Tax team at Senior or Assistant Manager level.This is a great opportunity to work with a reputable firm that offers a £90,000 - £125,000 salary and a chance to develop your skills in tax advisory work.In this role, you will be responsible for managing a...

Job Description: Tax Portfolio Manager\We are looking for a highly skilled Tax Portfolio Manager to join our team at PRO-TAX RECRUITMENT LIMITED in St Albans. The successful candidate will have extensive experience in managing client portfolios and providing expert advice on income tax, IHT and CGT.\About the Role\\Liaising with clients to ensure compliance...

We are seeking an experienced Portfolio Manager - Audits to join our client's team in the UK. This is an exciting opportunity for a skilled audit professional to lead a team of auditors and manage a portfolio of around 50 audits on behalf of a wide range of clients.Overseeing the preparation and review of financial statements for audits in compliance with...

Portfolio are proud to be working with an established Chartered Accountancy Practice in North Wales to recruit an experienced Payroll Bureau Manager.Reporting directly into the head of payroll this position will manage a team of 3 Payroll administrators producing an accurate and timely payroll service to their large client base.This is a hybrid role offering...

About Us:Hoxton Wealth UK, a leading financial services firm, was established in 2018. With approximately £2 billion in assets under management, we are on a growth trajectory aiming to reach £5 billion by 2027. Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA.Role Overview:As a Strategic Portfolio...

Description Due to continued growth in the last 2 years we are looking for a full time SME portfolio manager to join our team.The successful candidate will be a positive, organised and details-oriented person who manages their time effectively and has excellent communication and interpersonal skills.Strong IT skills are required; however, all in-house...

About the RoleWe have a fantastic opportunity for an Accounts Portfolio Manager to join our team at Recruit Mint Ltd. In this role, you will be responsible for managing a portfolio of clients, including posting and processing sales and purchase invoices, bank reconciliations, VAT returns, and addressing client inquiries. Close collaboration with the accounts...

About Hoxton Wealth UK:We are a leading financial services firm managing £2 billion in assets under management. Our goal is to reach £5 billion by 2027, with operations spanning multiple jurisdictions.**Role Overview:**As a Senior Financial Advisor, you will be integral to our UK acquisition teams, working collaboratively with clients and colleagues to...

Job Title: Trust Portfolio ManagerWe are seeking an experienced Trust Portfolio Manager to join our team at AP Group Ltd in Jersey.About the Role:The successful candidate will be responsible for maintaining and delivering the administration of a portfolio of client cases. This will involve managing a mixed portfolio of company and trust structures, preparing...

Senior Audit Manager Job DescriptionJob Title: Senior Audit ManagerLocation: Bury St EdmundsEstimated Salary: £60,000 - £80,000 per annum (dependent on experience)This leadership role will see you managing a large portfolio of clients, mainly family-owned limited company clients, dealing with their corporation tax and personal tax issues.You will be...

ProTalent is currently working with a successful, modern, and fast-growing accountancy practice in Bury St Edmunds to recruit a new Accounts Manager.The Accounts Manager role:You will have experience in managing a portfolio of clients.You have a good knowledge of taxes, including income tax, corporation tax, VAT, and inheritance tax.The successful Accounts...

About the PositionWe are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at AP Group Ltd. As a key member of our team, you will be responsible for managing and administering a portfolio of clients, including high-net-worth individuals and families.The ideal candidate will have extensive experience working with private...

Job Title: Fiduciary Portfolio Manager">We are looking for a skilled Trust Officer to manage our portfolio of fiduciary services in Jersey. The successful candidate will be responsible for administering client company and trust structures, ensuring compliance with regulatory requirements.The ideal candidate will have a minimum of 3 years of experience in the...

About the Company: AP Group Ltd is a leading independent professional service firm that specializes in offering high-end bespoke services to the private capital funds sector and trust and company services to numerous wealthy families. Our organization has established itself as a trusted partner for those seeking expert guidance and support.Career Overview:...

Role DescriptionWe are looking for a Financial Operations Manager to join our team at Portfolio Payroll Limited in St Albans.About the JobThis role involves managing the financial operations of our company, including payroll processing, record-keeping, and compliance with statutory requirements.The successful candidate will have a strong understanding of...

As a senior member of our client's team, you will play a key role in delivering high-quality services to clients and contributing to the continued growth and success of the consultancy firm. With a strong focus on collaboration and teamwork, this role presents a great opportunity for someone looking to develop their skills and experience in a fast-paced and...

The successful candidate for this Senior Building Surveyor position will have a unique opportunity to join a leading consultancy firm as they continue to grow and expand their services. With a strong focus on delivering exceptional results, our client is seeking a skilled professional who can provide expert advice to clients and manage a portfolio of...

Role OverviewBecome a key player in Pro Talent's growth by joining our dynamic team as a Portfolio Manager. With a strong commercial acumen and ability to develop juniors, you will be trusted to work with clients and deliver on time. Our firm has a refreshing approach to accountancy and is the largest General Practice in Bury St Edmunds.Salary and BenefitsA...