Financial Portfolio Manager
3 days ago
A leading accountancy firm is seeking a skilled Financial Portfolio Manager for their Leicester office. This key role focuses on managing a client portfolio as a Client Manager, overseeing the delivery of accounts, tax, and statutory services. The successful candidate will provide bespoke support and advice to ambitious business owners and their businesses.
The ideal candidate will have experience gained in an accountancy practice, with strong leadership skills and the ability to manage mixed clients. Key responsibilities include:
- Supporting clients, providing advice, and referring them to colleagues where relevant.
- Pro-actively managing the portfolio, including WIP management and debtor management to meet client deadlines.
- Supporting Directors in ad hoc projects.
- Assisting in the management of the office and developing junior members of staff.
This exciting opportunity offers a competitive salary of approximately £45,000 - £60,000 per annum, depending on experience, plus a strong benefits package. Benefits include:
- Pension scheme
- Group life assurance x 4 salary
- Group income protection
- Opportunity to purchase additional holiday days
- Birthday day off
- Health cash plan
- Car parking
- Access to the employee benefits portal
- Bonus opportunities
- Regular training and development
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Financial Manager
3 days ago
East Midlands, United Kingdom Blusource Professional Services Ltd Full timeBlusource Professional Services Ltd is seeking a capable Financial Manager to oversee the delivery of accounts, tax, and statutory services in their Leicester office. The ideal candidate will manage a portfolio of mixed clients, reviewing and reporting, undertaking client visits, and providing positive interaction with customers.Key responsibilities...
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Financial Portfolio Manager
2 weeks ago
East Midlands, United Kingdom Blusource Professional Services Ltd Full timeJob OverviewA prestigious accountancy firm based in Leicester is seeking a skilled Practice Accountant to manage a client portfolio as a Client Manager.The successful candidate will oversee the delivery of accounts, tax and statutory services, while also providing bespoke support and advice to ambitious business owners.Key responsibilities include:Supporting...
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Financial Analyst
2 weeks ago
West Midlands Combined Authority, United Kingdom Exchange Street Claims ltd Full timeAt Exchange Street Claims ltd, you'll work as a Financial Analyst - Portfolio Manager, focusing on portfolio management and producing reports. You'll collaborate with colleagues in the financial planning, admin, and compliance teams.This role involves analyzing portfolios and products, working closely with your team to deliver exceptional results.
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Portfolio Management Specialist
4 weeks ago
East Midlands, United Kingdom Interface Recruitment UK Full timeJob Title: Portfolio Management SpecialistWe are seeking an experienced Portfolio Management Specialist to oversee software project planning, execution, and delivery.Key Objectives:Develop and implement comprehensive project plans, collaborate with stakeholders, and secure necessary resources.Evaluate and monitor project progress, establish performance...
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Financial Portfolio Manager
2 weeks ago
East Liverpool, Ohio, United Kingdom CV-Library Full timeYour Key Responsibilities:Managing a portfolio of clients across preparation of accounts, VAT returns, personal and corporation tax, and internal financial accounting support to the wider team.We welcome active studiers, newly qualified, post-qualified, QBE, and stop studiers with ACA/ACCA qualifications or a proven track record in an accountancy practice...
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IT Portfolio Manager
2 weeks ago
East Midlands, United Kingdom Made4Tech Global Full timeJob Summary:Made4Tech Global is seeking a highly experienced IT Portfolio Manager to lead our technical project management office. The ideal candidate will have a proven track record of managing complex IT projects and a strong understanding of project management methodologies.The salary for this role is approximately $120,000 per year, commensurate with...
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Financial Operations Specialist
3 days ago
East Midlands, United Kingdom Portfolio Payroll Full time**Job Summary**: Portfolio Payroll is seeking an experienced Payroll Administrator Lead to join their team in Chesterfield. This role involves working closely with the accounting practice to manage client payroll, ensuring accuracy and efficiency.In this position, you will be responsible for manual calculations, end-to-end payroll processing, and maintaining...
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Portfolio Financial Manager
6 days ago
East Liverpool, Ohio, United Kingdom FFR LIimited Full timeJob Description:We are seeking an experienced Controller to join our team and provide strategic financial guidance to our portfolio of businesses across E-commerce Retail and Technology. As a key member of our finance department, you will work closely with the Finance Director to develop and implement financial strategies, supporting owner managers in making...
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Sales and Account Management Executive
1 month ago
East Midlands, United Kingdom The Portfolio Group Full timeJob DetailsJob Title: Business Development ManagerLocation: HinckleySalary: £40,000 - Uncapped commission - Company CarIndustry: Financial ServicesJob Type: Full-timeAbout The Role:We are seeking a skilled Business Development Manager to join our team in Hinckey. As a Business Development Manager, you will be responsible for managing key client accounts...
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Residential Portfolio Specialist
1 month ago
East Midlands, United Kingdom Trinity Estates Full timeJob Overview: We are seeking an experienced Residential Portfolio Specialist to join our team at Trinity Estates. In this role, you will be responsible for managing a portfolio of developments in the Northampton area and ensuring that companies' responsibilities are met.Key Responsibilities:Conduct thorough development inspections to guarantee that...
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Financial Portfolio Lead
1 week ago
East Ayton, United Kingdom KD Recruitment Limited Full timeAbout the Opportunity: We are recruiting for a Financial Portfolio Lead to join our client's dynamic Accountancy practice. As a key member of the team, you will be responsible for managing a portfolio of clients, preparing accounts, and providing exceptional customer service.Key Responsibilities:Prepare unincorporated and company accounts, file VAT returns,...
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Accounting Portfolio Manager
2 weeks ago
North East, United Kingdom Michael Page Full timeWe are seeking an experienced Senior Accountant to join our team in Durham. As a Senior Accountant, you will be responsible for managing a portfolio of clients, ensuring their financial needs are met.About the RoleThis position involves working closely with clients in the professional services sector, providing high-level accounting and financial services....
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Payroll Services Manager
2 weeks ago
East Midlands, United Kingdom Portfolio Payroll Full timeJoin us at Portfolio Payroll as a Payroll Services Manager and take your career to the next level! We are seeking an experienced professional to lead our payroll team and drive business growth.About the CompanyWe are a leading provider of payroll services in Chesterfield, with a reputation for delivering high-quality results. Our team is passionate about...
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Client Relationship Specialist
1 month ago
East Midlands, United Kingdom The Portfolio Group Full timeCompany OverviewThe Portfolio Group is a leading provider of financial services, with a focus on delivering exceptional results for their clients.We are committed to providing a dynamic and supportive work environment, where our employees can grow and develop their careers.This is an exciting opportunity for someone who is passionate about sales and account...
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Business Development Manager
1 month ago
East Midlands, United Kingdom The Portfolio Group Full timeJob DescriptionThe Portfolio Group is seeking a skilled Business Development Manager to join their team in Hinckley. This is an exciting opportunity for someone who is passionate about sales and account management.Salary: £40,000 - Uncapped commission - Company CarIn this role, you will be responsible for managing key client accounts with a total contract...
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Accounting and Financial Administrator
4 weeks ago
East Finchley, Greater London, United Kingdom Portfolio Payroll Limited Full timeJob Title: Accounting and Financial AdministratorAbout the Role:We are seeking a highly skilled and experienced accounting professional to join our team at Portfolio Payroll Limited. As an Accounting and Financial Administrator, you will be responsible for providing administrative support in financial operations, including payroll management, accounts...
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Payroll and Financial Assistant
3 days ago
East Liverpool, Ohio, United Kingdom Portfolio Payroll Full timeJob OverviewPortfolio Payroll, a leading organisation in the Liverpool area, is seeking a highly skilled Payroll & People Administrator to join their growing team. This role presents an excellent opportunity for career growth and development in payroll.Key Responsibilities:Provision of technical support in systems and Excel, with a strong emphasis on manual...
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Talent Management and HR Specialist
4 weeks ago
East Midlands, United Kingdom The Portfolio Group Full timeWe have an exciting opportunity for an experienced Talent Management and HR Specialist to join our team at The Portfolio Group. In this role, you will be responsible for leading the development and implementation of talent management initiatives across the organisation.You will work closely with our leadership team to identify talent gaps and develop...
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Pensions Portfolio Manager
2 weeks ago
West Midlands Combined Authority, United Kingdom Exchange Street Claims ltd Full timeAbout the JobWe are looking for a highly skilled Pensions Portfolio Manager to join our team at Exchange Street Claims ltd. As a key member of our financial services team, you will be responsible for managing pension portfolios and providing expert advice to our clients.Job ResponsibilitiesManage pension portfolios to achieve optimal returns for our...
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Strategic HR Operations Manager
1 month ago
East Midlands, United Kingdom The Portfolio Group Full timeWe are looking for an accomplished Strategic HR Operations Manager to lead our HR function at The Portfolio Group. As part of our International team, you will play a critical role in shaping the future of our organisation and driving business success.In this challenging and rewarding role, you will oversee the management of the HR team, ensuring that all...