Financial Portfolio Specialist

TPF Recruitment is seeking a highly skilled Portfolio Management Specialist to join our team in the Woking area. This is an excellent opportunity to leverage your expertise in accountancy and management to drive business growth and development.Key Responsibilities:Developing and implementing effective portfolio management strategies.Liaising with clients to...

Job Title: Financial Planning SpecialistAt Premier Jobs UK Limited, we are looking for a skilled Financial Planning Specialist to join our team. This is a home-based role that offers a good flow of leads and referrals to help you build a strong client bank.As a Financial Planning Specialist, you will benefit from our strong lead source, which has proven to...

About the RoleFletcher George Financial Recruitment seeks an experienced Accounts and Audit Specialist to join their team. This role offers a competitive salary banding, as set by Fletcher George, plus attractive benefits.Key Responsibilities:Assist a diverse client portfolio consisting of SMEs, HNWIs, charities, and not-for-profit organisations.Perform...

About the RoleWe are seeking an experienced Accounts and Audit Accountant to join our team. This role offers a salary banding of £55,000-£65,000 per annum, plus competitive benefits.Key Responsibilities:Client audits, from planning to completion, for a portfolio consisting of SME companies, HNWIs, charities, and not-for-profit organisations.Preparation of...

Advisor Financial Services PositionWe are seeking a skilled Advisor to join our team in a home-based Financial Services position. This opportunity provides a good flow of leads and referrals to build a client bank.You will benefit from a strong lead source with a proven conversion rate, allowing you to focus on establishing a client portfolio.

Job Overview">This role involves managing a diverse portfolio of clients from various sectors and sizes, ensuring timely preparation and submission of accounts and tax returns while optimizing tax efficiency.">Your Key Responsibilities">Prepare, send, and submit accounts and tax returns for clients, including sole traders, partnerships, and limited...

We are looking for a highly skilled Client Portfolio Manager to join our team at CV-Library. As a key member of our client management team, you will be responsible for delivering exceptional service to our academic clients, ensuring their accounting and tax needs are met.This is a fantastic opportunity to work with a diverse portfolio of clients, preparing...

An exciting opportunity for a Newly Qualified Accountant to join our client, a highly regarded firm in Woking, Surrey. This role offers a clear trajectory to Client Manager, allowing you to grow your career in a supportive environment.The successful candidate will be responsible for managing a portfolio of Charity and Not-for-Profit clients, providing...

Job Overview: We are seeking an experienced Financial Planning Specialist to join our team in a home-based role. As a Financial Planning Specialist, you will be responsible for providing financial advice to clients across the South East region. You will benefit from a strong lead source that has proven to generate a high conversion rate.The ideal candidate...

Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our finance team in Alliance Healthcare UK. As a Financial Planning Specialist, you will play a key role in supporting the development of financial plans and strategies that drive business growth.The successful candidate will have experience in financial planning and analysis,...

Job Title: Financial Reporting SpecialistEstimated Salary: $120,000 - $150,000 per annumNomad Foods is seeking a highly skilled Financial Reporting Specialist to join its team. In this role, you will be responsible for ensuring the timely and accurate submission of monthly reporting processes for headquarter companies.The successful candidate will possess...

Job Title: Financial Reporting SpecialistThe McLaren Group is seeking a skilled Financial Reporting Specialist to join its Finance team. This role involves designing, developing, and maintaining advanced reports using Workday reporting tools. The ideal candidate will have a deep understanding of financial processes, data analysis, and be proficient in Report...

Job Title: Financial Control SpecialistAbout the Role:We are seeking a highly skilled Financial Control Specialist to join our team at Michael Page (UK). As a key member of our financial department, you will be responsible for providing expert financial guidance and support to ensure the smooth operation of our business.Responsibilities:Develop and implement...

**Job Title:** Pension Transfer Specialist**Salary:** £45,000 - £65,000 per annum (dependent on experience)We are seeking an experienced Pension Transfer Specialist to join our team at Premier Jobs UK. As a Pension Transfer Specialist, you will work closely with clients to provide expert advice on pension transfer strategies.You will have the opportunity...

We are looking for a Financial and Contractual Specialist to join our construction team. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Responsibilities:Estimate costs for construction projects and prepare detailed quantity...

About the RoleThis is a home-based Financial Advisor position that offers a consistent flow of leads and referrals to build a strong client portfolio.The business provides a reliable lead source, which has demonstrated a high conversion rate. You can expect daily leads during your initial months while you establish your client base, with the option to adjust...

Mclaren is recruiting for a highly organized and detail-oriented Financial Operations Specialist to join our Finance Department in Woking. As the successful candidate, you will play a vital role in ensuring the seamless handling of supplier invoices and supporting internal and external stakeholders as required.This role requires a high level of accuracy,...

About the RoleWe are seeking a highly skilled Business Financial Specialist to join our team in Woking. As a key member of our Accountancy team, you will be responsible for providing financial guidance and support to help drive business growth.Key Responsibilities:Preparation and completion of Year End Statutory accounts and annual reportsCollaboration with...

Job OverviewWe are seeking a highly skilled Senior Financial Operations Specialist to join our team at Alliance Healthcare UK. This exciting opportunity involves providing financial analysis and decision support to drive business growth and improvement.

Fintelligent Search is seeking a highly skilled Financial Services Specialist to join their team in Surrey. As a key member of the advisory business, you will be responsible for providing comprehensive financial services to high net worth clients, LTD company Directors, and property entrepreneurs.The estimated salary for this role is £60,000 - £80,000 per...