Financial Portfolio Specialist

Key ResponsibilitiesThe Financial Support Specialist will provide administrative support across our diverse range of product wrappers on the Novia platform, processing New Investments and ensuring accurate and efficient results.You will work collaboratively with a dedicated team to support queries and requests from Financial Adviser firms, building strong...

About the RoleWe are looking for a skilled Client Portfolio Manager to join our team. As a Client Advisor, you will be responsible for managing a portfolio of clients and specialist assignments, ensuring all information is collated to meet client needs, compliance, and budget.Responsibilities:Manage a portfolio of clients and specialist assignments.Report...

Job DescriptionWe are seeking a highly skilled Data Protection Specialist to join our team at Novia Financial plc. The successful candidate will be responsible for providing expert support in all aspects of data protection, including overseeing the cultural, physical, and technical elements of our data protection framework.Main Responsibilities:Provide...

beBee Professionals is seeking a highly skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in cost estimation and management, with excellent negotiation and communication skills.Key Responsibilities:Develop and manage project budgets and forecasts.Negotiate contracts with clients and...

About the RoleMerje, a leading Wealth Management firm, is seeking an experienced Financial Planning Specialist to join their team on a permanent basis.

About the RoleWe are seeking a highly motivated individual to join our Estates team as a Property Surveyor, based at our Operations Centre in Bath.As a key member of the team, you will be integral to the management of our 3500ha estate, providing specialist advice and information to internal and external stakeholders and the public.Main...

About the RoleThis exciting opportunity has arisen for a skilled Financial Insights Specialist to join Marks Sattin (UK) Ltd. As a key member of the finance team, you will support the data sets related to income generation, working closely with stakeholders across the business and supporting existing reporting. You will have strong analytical skills and be...

Job OverviewHCRG Care Group is seeking a highly skilled Financial Transformation Specialist to join our team. This role offers a unique opportunity to contribute to the successful delivery of financial and commercial aspects of our new Bath and North Somerset, Wiltshire & Swindon (BSW) contract.About the RoleAs a Financial Transformation Specialist, you will...

Role OverviewAs a Breeding Advisor, you will play a key role in navigating the genetic portfolio to provide expert advice on breeding strategies, genetic selection, and herd improvement methods.About YouThe ideal candidate will possess a genetic sales background, although training can be provided to the right person. Extensive dairy experience is also...

Pearson May is a well-established regional firm of Chartered Accountants and Chartered Tax Advisers, offering a wide range of services across various industries. As a Financial Services Specialist, you will be exposed to diverse accounting and tax areas, including company accounts, audits, tax computations, and VAT returns.You will have the opportunity to...

Artemis Recruitment Consultants Ltd is looking for a skilled Financial Planning Specialist to join their team in Bath. As a Financial Planning Specialist, you will play a key role in providing technical support to our financial planners, helping them to formulate advice to clients.About the RoleTo assist the Financial Planner in preparing high-level...

Wealthtime, a division of Novia Financial plc, is a leading provider of wealth management services. We are seeking an experienced Client Services Administrator to join our team and contribute to delivering exceptional customer experiences.About UsWealthtime is committed to providing tailored solutions to Financial Adviser firms and valued clients. Our team...

Buro Happold seeks a seasoned Finance Business Partner to drive project success through expert financial guidance and support. As a key member of our finance team, you will be responsible for producing comprehensive management accounts, accurately reporting revenue and costs on various projects, and supporting junior team members with month-end tasks.Key...

About Coyne & Associates">We are an international destination brand based in Bath, seeking a suitably qualified ACA/ACCA to work alongside our progressive Group Financial Controller. With a dynamic and ambitious growth strategy driven by mergers and acquisitions (M&A), we have significantly expanded our global footprint, adding new businesses to our...

We are seeking a seasoned and accomplished Financial Services Audit Director to join Additional Resources Ltd., a prestigious firm based in South Wales. This senior role offers an exceptional benefits package and a salary range of £70,000 - £75,000.Job DescriptionThe ideal candidate will have a minimum of 5 years' experience working in financial services...

Established financial practice in the Southwest seeks an experienced manager to join their team.Estimated Salary: £58,000 - £68,000Company OverviewThe company is a respected independent financial practice with offices across the Southwest, boasting an excellent reputation and a wide range of clients from SMEs up to £25 Million turnover.They offer a hybrid...

Job OpportunityFinancial Manager - General PracticeErnest Gordon Recruitment Limited is seeking an experienced Financial Manager to join our team in a General Practice role.Key Responsibilities:Own and develop a portfolio of clientsManage and develop a team of professionalsBuild and maintain client relationshipsRequirements:ACA or ACCA qualifiedUK...

Company OverviewEstablished in the Southwest, this independent financial practice boasts an excellent reputation, working with a diverse range of clients from SMEs to businesses with £25 Million turnover.Job DescriptionWe are seeking a skilled Audit and Tax Manager to lead a portfolio of clients, manage a team, and report to the partners. As a pivotal...

Buro Happold is a leading international engineering practice with over 40 years of experience in delivering innovative building and city solutions. As a globally recognized brand, we collaborate with top architectural practices, the United Nations, The World Bank, and UNESCO to address the world's most pressing issues.About the RoleWe are seeking an...

We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. As a key member of the administration team, you will provide vital support to the Wealth Client Executive and Financial Planner(s) in delivering exceptional service to clients.Key Responsibilities:Prepare and manage client annual review...