Investment Portfolio Manager
14 hours ago
We are recruiting an Investment Portfolio Manager to join our team in Oxfordshire. The ideal candidate will have a strong background in financial planning, excellent analytical skills, and a client-centred approach.
Main Duties- Develop and implement comprehensive financial plans, leveraging expertise in investment management, pensions, tax, protection, and estate planning.
- Collaborate with Financial Planners in client meetings, providing exceptional client service and support.
- Review and manage client portfolios, ensuring optimal performance and alignment with client goals.
Essential Qualifications:
- Minimum of 2 years' experience in a similar financial planning role.
- Diploma in Financial Planning (Dip PFS) is highly preferred.
- Strong knowledge of cash flow modelling and proficiency in tools like Voyant.
Salary Estimate: £45,000 - £65,000 per annum.
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Portfolio Management Professional
2 weeks ago
Oxford, Oxfordshire, United Kingdom ProTalent Limited Full timeAbout the Role:As a Portfolio Management Professional at ProTalent Limited, you will be responsible for managing client portfolios and delivering high-quality financial services. You will also develop strong relationships with clients and lead a small team.The Ideal Candidate:ACA/ACCA qualified or equivalent.Experience in managing client portfolios and...
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Property Portfolio Manager
1 day ago
Oxford, Oxfordshire, United Kingdom The Recruitment Group Full time £24,000At The Recruitment Group, we are seeking a skilled Property Portfolio Manager to join our dynamic team in Oxford. This exciting opportunity offers a challenging role with excellent career prospects.As a Property Portfolio Manager, you will manage a diverse portfolio of lettings properties, oversee multiple listings, and build lasting relationships with...
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Property Portfolio Manager
2 weeks ago
Oxford, Oxfordshire, United Kingdom GCB Recruitment Full timeAbout the RoleGCB Recruitment is seeking a skilled Property Portfolio Manager to join our team in Oxford. As a Property Portfolio Manager, you will be responsible for managing a portfolio of properties and delivering exceptional customer service to both tenants and landlords.Key ResponsibilitiesManage a property portfolio, ensuring that all properties are...
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Portfolio Manager Assistant
3 weeks ago
Oxford, Oxfordshire, United Kingdom Finders Keepers Ltd. Full timeJob Title: Portfolio Manager AssistantEstimated Salary: £25,000 - £30,000 per annumAbout the Role:We are seeking a highly organized and detail-oriented Portfolio Manager Assistant to join our team at Finders Keepers Ltd.This is an excellent opportunity for someone who wants to develop their skills in property management and administration.The successful...
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Lettings Portfolio Manager
2 days ago
Oxford, Oxfordshire, United Kingdom CV-Library Full timeAre you passionate about property and customer service? We're seeking a highly motivated Lettings Negotiator to join our team in Oxford.About the RoleThis is an exciting opportunity for those who are enthusiastic about working in the lettings industry, managing a diverse portfolio of properties and building lasting relationships with clients.We offer a...
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Financial Director
4 days ago
Oxford, Oxfordshire, United Kingdom Michael Page (UK) Full timeAs a Senior Financial Executive, you will play a pivotal role in driving strategic growth and business partnership within our organization. Reporting directly to the COO/CFO, this inspirational Finance Director position will support a portfolio of businesses across the Group.This is an exciting opportunity to work with a fast-growing company, innovating...
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Property Portfolio Manager
1 week ago
Oxford, Oxfordshire, United Kingdom The Recruitment Group Careers Full timeJob Summary:We are seeking a highly motivated Property Portfolio Manager to join our team in Oxford. As a key member of our dynamic lettings team, you will be responsible for managing a diverse portfolio of properties, overseeing multiple listings, and building lasting relationships with clients.Key Responsibilities:Arranging Viewings: Conduct property...
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Facilities Portfolio Manager
1 month ago
Oxford, Oxfordshire, United Kingdom Lucy Group Full time**About the Role**Lucy Group is a private, international company headquartered in Oxford, UK, operating in the electrical power, lighting, and housing sectors. We create wide-ranging products, services, and solutions for customers across 60 countries.As a key member of our team, you will be responsible for managing the facilities and procurement activities...
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Early Stage Investment Manager
2 days ago
Oxford, Oxfordshire, United Kingdom Oxford University Innovation Full timeAbout the RoleOxford University Innovation (OUI) is the leading technology transfer office at the University of Oxford, helping academics turn their research into innovative solutions that benefit society.We are currently looking for an experienced Early Stage Investment Manager to support our Investments and New Ventures team.This role involves working...
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Dental Implant Portfolio Manager
3 weeks ago
Oxford, Oxfordshire, United Kingdom Straumann Group Full time**Job Summary:** Dental Implant Portfolio ManagerAbout the RoleWe are seeking an experienced Dental Implant Portfolio Manager to join our team. As a key member of our product management team, you will be responsible for driving the success of our dental implant portfolio.The ideal candidate will have a strong background in product marketing and management,...
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Construction Portfolio Manager
2 days ago
Oxford, Oxfordshire, United Kingdom TREVETT PROFESSIONAL SERVICES LTD Full timeJob Title:We are seeking a skilled Commercial Contract Specialist to join our team and take on the challenge of managing a large-scale office facility.Main Responsibilities:Work closely with the site management team to maintain optimal site operationsDevelop and implement strategies to improve construction portfolio efficiencyBuild strong relationships with...
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Client Portfolio Manager
2 weeks ago
Oxford, Oxfordshire, United Kingdom ProTalent Limited Full timeAbout the RoleWe are looking for a highly skilled Client Portfolio Manager to join our team at Pro Talent. The successful candidate will be responsible for managing client relationships, delivering financial services, and leading small teams.The ideal candidate will have a strong background in management accounting and VAT, as well as experience in...
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Sales Portfolio Manager
1 month ago
Oxford, Oxfordshire, United Kingdom Astrantia Talent Full timeRole OverviewAstrantia Talent is seeking a highly motivated Sales Manager to join our team. As a Sales Manager, you will be responsible for managing sales activities for our Polymers portfolio in the UK and Ireland.Key ResponsibilitiesProspecting for new clients and development of existing clientele in UK & Ireland for commodity plastics trading and...
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Nursing Home Portfolio Manager
3 weeks ago
Oxford, Oxfordshire, United Kingdom Sanctuary Group Full timeJob DescriptionIn this exciting opportunity, you will assume responsibility for managing a portfolio of seven homes across the Home Counties. Your primary focus will be on ensuring each home complies with legislation and registration requirements, runs efficiently, and provides high-quality care. As a Peripatetic Manager, you will also provide operational...
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Portfolio Tax Advisor
2 days ago
Oxford, Oxfordshire, United Kingdom CV-Library Full timePortfolio Tax AdvisorWe are seeking a highly skilled Portfolio Tax Advisor to join our dynamic team at CV-Library. As a key member of our team, you will be responsible for delivering exceptional tax services to our clients.About the Role:You will manage a portfolio of personal tax clients, preparing personal tax returns and drafting forms P11D. You will also...
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Product and Portfolio Strategist
4 weeks ago
Oxford, Oxfordshire, United Kingdom Saïd Business School Full timeSaïd Business School: A Leading Global Business Education InstitutionThe Product and Portfolio Manager, Executive Education role is a key position within our organization. We are seeking an exceptional individual to manage an existing product portfolio and develop new product offerings in line with market and customer needs.As a strategic thinker with a...
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Client Portfolio Manager
2 weeks ago
Oxford, Oxfordshire, United Kingdom Pro Talent Full timeAbout the Opportunity:ProTalent Limited is a well-established boutique accountancy firm in Oxford, seeking a skilled Client Manager to join our team. As a Client Manager, you will be responsible for managing a portfolio of clients and providing exceptional service.Job Description:Develop and maintain strong relationships with clients.Provide expert advice on...
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Facilities Portfolio Manager
4 weeks ago
Oxford, Oxfordshire, United Kingdom Manpower Uk Ltd Full timeJob DescriptionWe are seeking a highly motivated and experienced Facilities Portfolio Manager to join our team at Manpower Uk Ltd in Oxford. The successful candidate will be responsible for overseeing the day-to-day operations of our Head Office building, ensuring a smooth and efficient working environment for our staff.The ideal candidate will have previous...
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Portfolio Development Leader
4 weeks ago
Oxford, Oxfordshire, United Kingdom Saïd Business School Full timeSaïd Business School: A Hub for Business ExcellenceWe are seeking an exceptional Product and Portfolio Manager, Executive Education to join our team at Saïd Business School. As a leading global business education institution, we are committed to providing our students with world-class education and research. This role is a key part of our efforts to drive...
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Oxford, Oxfordshire, United Kingdom LHR Full time**Job Overview:**LHR is expanding its operations in the south east and requires a skilled Portfolio Management Specialist to join our team.The successful candidate will be responsible for managing a portfolio of clients, providing them with exceptional service, and ensuring their needs are met.To excel in this role, you'll need to have experience managing...