Portfolio Management Specialist

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...

Job 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...

About the PositionWe are seeking a skilled Portfolio Analyst to join our team at Hargreaves Lansdown Asset Management Limited. The successful candidate will support the analysis of our Strategic Change Portfolio, driving insights to inform quality decisions at local and senior levels.Your primary responsibilities will include supporting the continuous...

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...

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...

**About the Role:**We are looking for a Trust Portfolio Specialist to join our dynamic team in Bristol or Exeter. The successful candidate will have experience in managing a portfolio of trusts and providing an efficient trust administration service.The role will involve liaising with accountants and coordinating the preparation of annual trust accounts and...

The Portfolio Group is recruiting a Tribunal Case Specialist to join their field-based team. As a seasoned Advocate with expertise in employment law, you will be responsible for managing cases across the UK and working closely with the company's legal team.Requirements:Hold a full valid driving licence and be able to work autonomously and independently.Have...

Job Title: Insurance Portfolio SpecialistA leading independent insurance broker based in the Bristol area is looking to expand its commercial team. The company offers a wide range of products and prides itself on high customer service standards. This is an excellent opportunity to join a well-established, Bristol-based insurance broker within their...

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

Hargreaves Lansdown Asset Management Limited is a leading investment company seeking an experienced Strategic Portfolio Leader to join their team. This exciting role involves driving forward strategic change across the business, working closely with stakeholders to deliver complex projects.As a Strategic Portfolio Leader, you will be responsible for managing...

Company Overview:Evoke Management is a leading provider of financial services to small and medium-sized enterprises (SMEs) in the Bristol area.We are seeking an experienced Portfolio Finance Director to join our team, working on a part-time basis with a variety of clients.This is an excellent opportunity for a seasoned finance professional who is looking for...

A leading independent brokerage in the UK is seeking a skilled Insurance Portfolio Specialist to join their Commercial team. Located in Bristol, this role offers a wide range of opportunities for growth and development.Key Responsibilities:The ideal candidate will have previous experience in commercial insurance and possess strong communication skills. The...

Are you looking for a challenging and rewarding career in property management?Hillcrest Estate Management, a respected entity in the Residential Block Management sector, is seeking an experienced Property Manager to join our team.About Hillcrest Estate Management:We are a trusted provider of specialist estate management services with over 40 years of...

Job OverviewWe are seeking a highly skilled Credit Control Specialist to join our team at Portfolio Credit Control. As a key member of our team, you will be responsible for handling all credit control procedures in line with company policy.The ideal candidate will have professional services experience, preferably with Workday experience. Excel skills to a...

Job Description:We are seeking an experienced Portfolio Management Specialist to join our team. As a key member of our team, you will be responsible for analysing and driving insight into our Strategic Change Portfolio to inform high-quality decisions at local and senior levels.You will act as an SME for best practice across our IMPO and delivery community,...

About the RoleWe are seeking an experienced Portfolio Analyst to join Hargreaves Lansdown Asset Management Limited. This exciting role will enable you to contribute to the analysis of our Strategic Change Portfolio, driving insights to inform quality decisions at local and senior levels.As a Portfolio Analyst, you will be part of a small team supporting the...

About the RoleWe are looking for a highly skilled Portfolio Management System Manager to join our team at Imperial Brands. As the primary point of contact for our project teams and portfolio owners, you will be responsible for providing technical support, maintaining data integrity, and driving system improvements.Key Accountabilities:Platform Management:...

Are you a seasoned Trust Manager looking for a new challenge? We have an exciting opportunity for a Tax and Trusts Administrator Lead to join our dynamic team.Job DescriptionThis role involves working closely with the Trust Director, Partners, and other members of the team to provide efficient trust administration services.ResponsibilitiesManaging a...

About the JobHargreaves Lansdown Asset Management Limited is looking for a skilled Portfolio Analyst to support the analysis of our Strategic Change Portfolio. As a key member of our team, you will drive insights to inform quality decisions at local and senior levels.Your primary responsibilities will include supporting the continuous improvement and...

About the RoleRSM is seeking an experienced Corporate Tax Portfolio Manager to join our Bristol team.This is a fantastic opportunity for someone with solid corporate tax experience and an interest in team development.The ideal candidate will have excellent leadership skills, strong client handling and project management abilities, and a proven track record...