Senior Portfolio Manager

17 hours ago


Leatherhead, Surrey, United Kingdom ZipRecruiter Full time
Senior Portfolio Manager

We are seeking a highly skilled Senior Portfolio Manager to oversee a significant portion of our existing high net worth client base.

About the Role:
  • Manage a portfolio of 80-100 high net worth clients with assets ranging from £600k to £8m.
  • Provide expert financial guidance on pensions, investments, tax planning, cashflow modelling, retirement planning, and protections.
  • Collaborate closely with our Managing Director to maintain strong relationships with clients and grow our business.
Key Highlights:
  • Estimated Salary: £70,000 - £90,000 (negotiable)
  • Bonus Structure: 25% of new business initial fees
  • Comprehensive benefits package and generous holiday allowance
  • Full paraplanning and administration support from our pod structure
Requirements:
  • Background in an independent wealth planning firm
  • Experience working with complex HNW cases
  • Ability to handle high-value clients with professionalism


  • Leatherhead, Surrey, United Kingdom Howett Thorpe Full time

    Audit Senior PositionWe are seeking an experienced Audit Senior to join our team at Howett Thorpe. This is an excellent opportunity to take on new challenges, develop your skills, and progress your career in auditing.About the Role:You will be responsible for managing a portfolio of audit clients, including overseeing the preparation of financial statements...


  • Leatherhead, Surrey, United Kingdom Premium Credit Limited Full time

    About Premium Credit LimitedPremium Credit Limited is the leading provider of insurance premium finance and a range of annually charged services in the UK and Ireland.With 5 million customers through a network of almost three thousand partners, we're growing rapidly and looking for talented individuals to help us achieve our goals.We're passionate about...


  • Leatherhead, Surrey, United Kingdom Hays Senior Finance Full time

    Job DescriptionAbout the RoleWe are seeking a highly skilled Tax Compliance and Advisory Specialist to join our team at Hays Senior Finance. The successful candidate will be responsible for providing tax compliance and advisory services to clients across various sectors.Key Responsibilities:Preparing for year-end in relation to Pillar Two reporting,...


  • Leatherhead, Surrey, United Kingdom Ambition Full time

    **Job Overview**Ambition is a leading Accountancy Practice in Leatherhead, Surrey. We are currently looking for a highly skilled Business Tax Portfolio Lead to join our corporate tax team.The ideal candidate will have a strong background in corporate tax and excellent communication skills. They will be responsible for managing a portfolio of business tax...


  • Leatherhead, Surrey, United Kingdom Donovan Marrison Ltd Full time

    We are currently recruiting for a Senior Project Manager to oversee the development, implementation, and management of large EPCM Package Contracts and Site Services Agreements associated with our high-end plastics recycling construction project. Key Responsibilities:Develop and manage a portfolio of contracts and agreementsImplement and manage contract...


  • Leatherhead, Surrey, United Kingdom KBR Full time

    Company Overview:KBR is a global leader in providing sustainable solutions for the energy industry. With a rich history of innovation and expertise, we are committed to delivering cutting-edge services that meet the evolving needs of our clients.Job Summary:We are seeking an experienced Project Director - LNG Projects to join our team. As a key member of our...


  • Leatherhead, Surrey, United Kingdom undisclosed Full time

    Job Title: Strategic Project Director - LNG PortfolioAbout the Role:KBR's Integrated Solutions business unit is seeking a Strategic Project Director - LNG Portfolio to lead the technical and commercial delivery of LNG projects within our portfolio. This is a key role that will report to the Director of Projects and be responsible for managing multiple...


  • Leatherhead, Surrey, United Kingdom Hays Taxation Full time

    About Hays TaxationWe are a leading organisation within our sector, an international group covering UK, EMEA, APAC, LATAM, and the US. We specialise in marketing and advertising for a portfolio of clients across a variety of media.Job DescriptionWork closely with the Head of Tax to complete various tasks, including hands-on compliance and year-end...

  • Senior Tax Manager

    2 weeks ago


    Leatherhead, UK, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Our client is an independent and very successful firm of Chartered Accountants based in Surrey and has an impressive client base from the London area and beyond. The firm have a diverse Tax portfolio to include HNWIs and also the Directors of entrepreneurial Owner Managed Businesses. The Partners have created a new role for a Senior Tax Manager who will...

  • Corporate Tax Manager

    4 weeks ago


    Leatherhead, Surrey, United Kingdom Michael Page (UK) Full time

    A Business Tax Manager role has become available at a mid-tier accountancy firm in Leatherhead.About the JobThis position involves managing a portfolio of business tax clients to ensure compliance requirements are met. You will also assist with training and management of the business tax team, advise corporates on their business and tax requirements, and...


  • Leatherhead, Surrey, United Kingdom KBR Full time

    Job SummaryKBR is seeking a highly experienced Project Director to lead our LNG Project Portfolio.ResponsibilitiesAssure safe project execution to client satisfaction, consistent with cost, schedule, and contractual requirements.Deliver expected results for financial, HSE, client satisfaction, budget, and schedule performance.Serve as prime point of contact...

  • Senior Audit Manager

    2 weeks ago


    Leatherhead, UK, Surrey, United Kingdom Ambition Full time

    Senior Audit Manager - SurreyAmbition are currently working with one of the leading firms in Surrey, looking to hire a Senior Audit Manager.While this is primarily an audit manager role, you will have the opportunity to work in areas outside of audit, such as due diligence, accountancy support, and other commercial advisory work. You will manage your own...


  • Leatherhead, Surrey, United Kingdom KBR, Inc. Full time

    Job DescriptionWe are seeking an experienced Senior Financial Operations Manager to join our Sustainable Technology Solutions Integrated Solutions business unit at KBR, Inc.About the RoleThe successful candidate will oversee the financial operations of a broad, global portfolio of engineering projects, focusing on project billing, accounting, forecasting,...


  • Leatherhead, Surrey, United Kingdom Howett Thorpe Full time

    Audit Associate Job DescriptionThis role is an excellent opportunity to advance your career in auditing. As an Audit Associate at Howett Thorpe, you will have the chance to work with a fast-growing team, managing a portfolio of audit-focused clients.Key Responsibilities:Manage a portfolio of audit clients, overseeing the preparation of financial statements...


  • Leatherhead, Surrey, United Kingdom Menzies LLP Full time

    Menzies LLP is a UK-based recognised employer of choice with office locations in London, Hertfordshire, Surrey, Hampshire, and South Wales (Cardiff). We are seeking an experienced Audit Senior Manager to join our growing Leatherhead audit department.The successful candidate will have a minimum of five years' experience in an accountancy practice, preferably...


  • Leatherhead, Surrey, United Kingdom Howett Thorpe Full time

    This position is an exciting opportunity to take on a leadership role in our Audit team at Howett Thorpe. As an experienced Senior Financial Auditor, you will be responsible for managing a portfolio of clients and overseeing the preparation of financial statements under FRS102 and IFRS.About the RoleManage a portfolio of audit-focused clientsOversee the...


  • Leatherhead, Surrey, United Kingdom NRL Full time

    About NRLNRL is seeking an experienced Senior Contract Manager to lead our Large EPCM Package Contracts and Site Services Agreements. This is a fantastic opportunity for a skilled professional to join our team.Job SummaryWe are looking for a highly motivated and experienced Senior Contract Manager to manage our Large EPCM Package Contracts and Site Services...


  • Leatherhead, Surrey, United Kingdom Ambition Full time

    **About the Role**We are seeking an experienced Senior Corporate Tax Specialist to join our corporate tax team at Ambition, a top 25 Accountancy Practice in Leatherhead, Surrey.The successful candidate will have a strong background in corporate tax and excellent analytical skills. They will be responsible for managing a portfolio of business tax clients,...


  • Leatherhead, Surrey, United Kingdom Perrott Partners Recruitment Limited Full time

    Senior Accountant Job DescriptionThis role offers a unique opportunity to step into a career-defining position as a Senior Accountant at Perrott Partners Recruitment Limited in Surrey. You will be responsible for managing a diverse client portfolio, overseeing complex accounts, and providing expert guidance on VAT and PAYE matters.Responsibilities:Manage and...


  • Leatherhead, Surrey, United Kingdom Michael Page (UK) Full time

    Job Title: Senior Philanthropy Development LeadAbout the Role:We are seeking an experienced and strategic Senior Philanthropy Development Lead to join our team. As a key member of our fundraising team, you will play a crucial role in developing and implementing our philanthropy strategy, leading on major donor cultivation and stewardship, and managing a...