Client Portfolio Executive

Are you a motivated and experienced accountant looking for a new challenge? Clark Wood is recruiting for a Client Portfolio Manager to join a forward-thinking firm of accountants in Exeter.About the FirmThe firm is a modern and dynamic organization that values innovation and teamwork. As a key member of the team, you will be responsible for managing a...

Join us in Exeter as a Private Client Portfolio Manager and take your career to the next level with a top-tier firm.This exciting opportunity offers a chance to work with a diverse range of clients, including HNWIs, Trusts & Estates, and business owners.Your key responsibilities will include:Managing a portfolio of clientsProviding tax planning, compliance,...

We are seeking a highly skilled Accounting Solutions Leader to join our team at ProTalent Limited in Central Exeter.This role will play a key part in managing a portfolio of clients, delivering high-quality financial services, and ensuring the satisfaction of our clients. As an Accounts Manager, you will oversee a range of financial services, handle...

Client Relationships Manager - Key Account Manager Job">We are seeking a highly skilled Client Relationships Manager to join our team in Exeter. As a Key Account Manager, you will be responsible for managing a portfolio of clients, ensuring their needs are met across various product categories.">Your Key Responsibilities:Manage a portfolio of clients to meet...

Additional Resources Ltd. Job DescriptionSenior Property Manager OpportunityWe are seeking a highly skilled Senior Property Manager to join our team in Bristol, Exeter, Plymouth, Truro, England.About the PositionThe successful candidate will be responsible for leading and developing their existing team, focusing on maintaining exceptional service standards...

Page Executive is delighted to present an exceptional opportunity for a highly skilled finance professional to take on the role of Senior Financial Manager at Cornerstone Housing. With a focus on delivering robust financial controls and improving performance, this position requires a driven individual with a strong background in finance and leadership.About...

We are seeking a talented Client Relationship Executive to join our team at Riverside Recruitment in Exeter.Your daily responsibilities will include:Managing client accounts and ensuring customer satisfactionDeveloping and maintaining strong relationships with clientsWorking closely with the senior management team to deliver statutory accounts...

Job SummaryWe are seeking a highly motivated Graduate Portfolio Manager to join our team at Ritz Recruitment. This exciting opportunity will see you work closely with the Portfolio Manager, contributing to the growth and development of our client's property portfolio.

Account ExecutiveWe are seeking a skilled Account Executive to join our team at beBee Professionals in Exeter, United Kingdom. As an Account Executive, you will be responsible for managing client relationships, driving revenue growth, and ensuring customer satisfaction through excellent service.Key Responsibilities:Manage a portfolio of existing clients,...

Arbuthnot Latham is committed to excellence in private banking, offering a range of services to high net worth individuals. We are seeking an experienced Investment Portfolio Manager to join our team in the Southwest.About the RoleThis is an exciting opportunity for a skilled professional to provide personalized investment advice and portfolio management...

Job DescriptionWe are looking for a skilled Sales Portfolio Manager to join our team at Sarah West Recruitment Ltd. As a Sales Portfolio Manager, you will be responsible for managing a portfolio of clients, ensuring their needs are met across various product categories.The ideal candidate will have experience in sales/account management or procurement, with...

We are looking for a Senior Client Services Executive to join our team at Sarah Moir. In this role, you will be responsible for delivering exceptional client service and ensuring the success of our client relationships. You will need to have excellent organizational skills, as well as the ability to juggle multiple projects simultaneously.Responsibilities...

Trust Tax Manager OpportunityA HNWI Portfolio Manager is needed for a top-tier firm in Exeter. As a key member of our private client and trust tax team, you will be responsible for advising clients on complex tax matters and managing a wide-ranging portfolio of trust cases. You will also be involved in tax planning project work across inheritance tax, CGT,...

Mott MacDonald is a global engineering, management, and development consultancy, seeking a Portfolio Management Specialist to join our Advisory and Programme Delivery (APD) unit. This role involves managing and coordinating multiple projects within the Defence portfolio, ensuring timely delivery and meeting client expectations.Key Accountabilities:Manage and...

Role Summary:Creative Tax Recruitment seeks an experienced Compliance Portfolio Director to manage a portfolio of high net worth individuals (HNWI's), trusts, and estates. As the Private Client Trust and Tax Manager, you will be responsible for communicating complex tax technical information to clients and stakeholders, delivering high-quality advisory and...

Job Title: Insolvency Portfolio ManagerAbout Us:Levitate Recruitment is a leading provider of Accountancy and Insolvency Recruitment Specialists. We are committed to delivering exceptional results for our clients.Job Summary:We are seeking an experienced Insolvency Portfolio Manager to join our team. As an Insolvency Portfolio Manager, you will be...

Company Overview: Arbuthnot Latham is a leading private banking institution that provides bespoke financial services to high net worth individuals. Our team of experts is dedicated to delivering exceptional service and tailored investment solutions.">About the Role: We are seeking an experienced Investment Portfolio Specialist to join our Investment...

We are seeking a talented Graduate Portfolio Administrator to join our team at Ritz Recruitment and support our client in their mission to provide exceptional living experiences for university students.Key ResponsibilitiesManage the financial and operational performance of the portfolioDevelop and manage the ambassador and agent networkOrganise and manage...

HNWI Compliance Portfolio Manager Job Summary:We are looking for an experienced HNWI Compliance Portfolio Manager to join our private client tax team. As a highly skilled professional, you will manage a compliance portfolio primarily consisting of high net worth individuals (HNWI), trusts, and estates. Your primary responsibility will be to effectively...

Streamline Search is a rapidly growing professional services firm offering a wide range of financial services. We are seeking an experienced Accounts Manager to join our team and lead our accounting services division.The successful candidate will be responsible for managing a portfolio of clients providing services including annual accounts, self-assessment...