Financial Portfolio Development Specialist

About UsOur company has built a strong reputation for delivering exceptional service to our clients, who hold between £150,000 and £350,000 of investable assets. We prioritize building long-term relationships and offer a holistic approach to wealth management.Job RequirementsWe require a skilled Financial Adviser with experience managing client portfolios,...

About the RoleWe are seeking an experienced Financial Portfolio Manager to join our team in Norwich City Centre. As a key member of our client accounts team, you will be responsible for ensuring the effective financial management of client property portfolios and aligning processes across the department.Key ResponsibilitiesService Charge Management:...

Establish a thriving client portfolio in the Colchester area by overseeing existing relationships and cultivating new connections.As a respected Financial Adviser, you will leverage your expertise to drive growth and deliver exceptional results for high net worth individuals in East Anglia and London.This role is ideal for an experienced Financial Planner...

Key ResponsibilitiesCollaborate with the Portfolio Management Team to maintain accurate information on the Change Framework tool.Lead prioritisation and impact assessment for new projects and features, ensuring effective delivery.Monitor capacity and potential bottlenecks within value streams and business functions.Develop a comprehensive view across the...

Job OpportunityWe are seeking a highly skilled Financial Planning Specialist to join our team at Pro Talent in Norwich. This role involves managing a portfolio of personal tax clients, preparing personal tax returns, and providing taxation advice.About the RoleManage a portfolio of personal tax clients, including semi-senior and senior portfolios.Prepare...

Financial Division OverviewEstablished for over 15 years, we pride ourselves on providing high-quality advisory services to families and professionals with significant investable assets.Salary and BenefitsThe role offers a competitive salary of £100,000 - £150,000, depending on experience, along with flexible working arrangements and opportunities for...

About the Role:This challenging and rewarding position involves developing and maintaining client relationships, driving growth by adding value, and collaborating effectively with stakeholders. As a key player in a group of companies, you will be responsible for managing a portfolio of residential and commercial property sectors, providing strategic...

Join us as a Portfolio Development Officer at JobHop in Norwich and contribute to delivering exceptional customer service and growing the residential lettings portfolio.About the PositionThis hands-on managerial role involves leading the residential lettings team and overseeing the portfolio's growth.Develop and implement strategies to drive business growth...

About the RoleThis is an exciting opportunity to join Pro Talent as a Portfolio Management Lead and play a key role in driving business growth and developing our accountancy practice in Cambridge. The successful candidate will be responsible for managing a portfolio of clients, leading a team of financial professionals, and contributing to the development of...

About UsHays Careers is a leading provider of agency, professional, and consultancy services across various sectors. We are looking for a highly skilled Accounting Portfolio Lead to join our team in Norwich City Centre.Job DescriptionThe ideal candidate will have:A strong background in accounting and financial management.Experience in leading teams and...

About Our CompanyAt Spencer-Richardson, we pride ourselves on being a leader in the property sector, delivering exceptional results for our clients. As a Commercial Property Portfolio Specialist, you will play a crucial role in driving growth and success for our company.Job SummaryWe are seeking a skilled professional to manage a portfolio of residential and...

Norwich-based CV-Library is seeking a skilled Accounts Assistant Manager to join their expanding team. As a key member of the team, you'll contribute to the delivery of high-quality services to clients, while also developing your skills and expertise.Key Responsibilities:Manage a portfolio of clients, providing expert advice and guidance on financial...

Job Title: Financial Complaints SpecialistAbout the Role:We are seeking a highly skilled Financial Complaints Specialist to join our legal team. The ideal candidate will have experience in the financial services sector and be able to resolve complex complaints in a fair and timely manner.Key Responsibilities:Manage and resolve customer complaints related to...

About the RoleWe are currently seeking a Financial Services Specialist to join our team at Service Service Employment Agency Limited.This is an exciting opportunity for someone who wants to work with a successful Norfolk-based organisation offering professional training in the Financial Services Sector, apprenticeships, and leadership training.The ideal...

**Job Description:**Citrus Recruit Ltd is recruiting a Financial Services Growth Manager to join a lending specialist financial services company.You will be working with a growing team of business development managers based across the country, focusing on new and existing business partnerships to expand loan portfolios.This is an exciting opportunity for a...

We are looking for a Financial Control Specialist to join our team at CV-Library. As a Finance Change Consultant, you will be responsible for embedding financial control within Finance elements, working with Finance teams to ensure requirements are understood, and developing detailed knowledge of new platforms for finance functionality.Key skills and...

Job Description: Financial Control SpecialistWe are looking for a Financial Control Specialist to join our team at Aviva. The successful candidate will be responsible for ensuring financial control is factored into the finance elements of the build.About the Role:Work closely with the finance value stream to ensure finance requirements are understood and...

A dynamic and growing brokerage is seeking an experienced FP support professional to join their busy team. The successful candidate will work collaboratively with Paraplanners and Chartered advisers, providing administrative support in a fast-paced environment. The role offers two positions available, each with opportunities for career growth and development...

Aviva is transforming its Healthcare business, and we're seeking a skilled professional to join our Finance Change team. As a Financial Control Specialist, you'll be responsible for managing change activities and delivering new systems into our Financial Control Environment.About the RoleThis 18-month fixed-term contract offers a salary of approximately...

At Pure Resourcing Solutions Limited, we are seeking a highly skilled Financial Management Specialist to contribute to the financial success of our organization in Norwich.Key Responsibilities:Process Development: Collaborate with the Systems & Projects Accountant to implement process improvements using finance systems, ensuring seamless integration and...