Client Portfolio Manager

About the PositionWe are looking for an experienced Client Portfolio Executive to join our team in Exeter.Job Summary:This is a challenging opportunity to manage a diverse portfolio of clients and develop strong relationships with key stakeholders.Key Responsibilities:Client Portfolio Management: Oversee a portfolio of clients and ensure their needs are...

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.

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...

Job Description: We are seeking a highly skilled Portfolio Manager to join our team at James Andrews Recruitment Solutions Ltd. The successful candidate will be responsible for managing the council's diverse property portfolio, ensuring that all assets are maintained to a high standard and that the council's objectives are met.Key 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,...

Discover a challenging opportunity at a reputable firm in Exeter as a Tax Specialist. This role is perfect for a Chartered Tax Adviser (CTA) Personal Tax professional seeking to advance their career, with a focus on flexibility and work-life balance.About the RoleYou will manage a diverse private client tax portfolio, identify tax planning opportunities,...

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...

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...

Job Description:Accountancy Team LeadA dynamic and experienced Accountancy Team Lead is required to join our team at Streamline Search. This role offers a unique opportunity to lead a portfolio of clients, providing expert accounting services including annual accounts, self-assessment tax, corporation tax, VAT, bookkeeping, and other specialist areas.The...

At Ritz Recruitment, we are currently seeking a talented and ambitious Graduate Portfolio Manager to join our client's team. This exciting role offers a unique opportunity for a recent graduate or career starter to take on significant responsibilities and contribute to the company's fast growth.About the RoleThis Graduate Portfolio Manager position is an...

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...

**About the Role**We are seeking a highly skilled Financial Portfolio Manager to join our team at Streamline Search. As an Accounts Manager, you will play a crucial role in managing a portfolio of clients, providing services including annual accounts, self-assessment tax, corporation tax, VAT, bookkeeping, and other specialist areas of work.About YouYou have...

Job Title: Property Portfolio ManagerCompany Overview:James Andrews Recruitment Solutions Ltd is seeking an experienced Property Portfolio Manager to join their team on a six – twelve-month temporary contract.Salary:Circa £500 per day via an Umbrella Company.Job Description:The successful candidate will be responsible for leading the continuous...

Job Summary: We are seeking a highly organized and experienced Property Portfolio Manager to join our team at RGB Recruitment Ltd. As a key member of our property management team, you will be responsible for managing property assets, engaging with tenants, and working closely with directors to align strategies with client objectives. The ideal candidate will...

Ritz Recruitment is seeking a talented Graduate Portfolio Administrator to join their team. As a Graduate Portfolio Administrator, you will play a key role in the management of the company's portfolio, working closely with the Portfolio Manager to achieve business objectives.About the CompanyThe company has over 900 large properties in 24 cities across the...

We require a highly motivated Portfolio Management Professional to join our team in Exeter. This role offers a clear opportunity for progression and development within a successful firm.The ideal candidate will be ACA/ACCA qualified or equivalent, with a career background developed within accountancy practice. You will have skills across audit, accounts,...

Job SummaryWe are seeking an experienced Operational Portfolio Manager to join our team at RELX. This role will involve managing operational processes for a portfolio of academic journals, building and maintaining relationships with global stakeholders, and identifying trends in data to drive process improvements.About the RoleThe successful candidate will...

Job Title: Debt Portfolio ManagerLocation: Exeter, Head Office.Hours: Full Time 37.5 hours per week.Salary: £22,382.93 per annum.Benefits:30 days holiday (including bank holidays)Free onsite parkingFree onsite gymCompany pension schemeEmployee discount schemeFunded Summer and Christmas eventsCycle to Work SchemeDiscounted car hire ratesFriendly and...

Ritz Recruitment is currently recruiting for a Graduate Portfolio Administrator to join our team as a key member of our operations team. This is an exciting opportunity for a recent graduate or someone looking to start their career within property to take on a challenging and rewarding role.About the RoleThe successful candidate will be responsible for...

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...