Financial Portfolio Manager
1 month ago
At Austin Rose Associates Limited, we are seeking a seasoned Financial Portfolio Manager to oversee the financial performance of a portfolio of clients.
Key Responsibilities- Manage fee levels, recoveries, WIP, and Debtor positions to optimize financial outcomes.
- Review compliance work including year-end statutory accounts, VAT returns, management accounts, and personal/company tax returns.
- Supervise team members and manage workflow through the office.
- ACA or ACCA qualification is essential.
- Experience in managing large portfolios of accounts clients is required.
We offer a competitive salary of £60,000 - £80,000 per annum, reflecting the senior nature of this role. The position is based in Chelmsford, Essex, with easy access to London.
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Financial Portfolio Manager
1 month ago
Chelmsford, Essex, United Kingdom Errington Legal Full timeAbout Errington LegalWe are a leading practice within a UK Top 50 law firm with ambitious plans for growth. Our vision is to provide exceptional legal services to our clients, and we are seeking a highly skilled Financial Portfolio Manager to join our team.Job Description:The successful candidate will administer a portfolio of trusts, including preparation...
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Portfolio Risk Manager
2 weeks ago
Chelmsford, Essex, United Kingdom The Emerald Group Full timeJob SummaryThe Emerald Group is seeking a Portfolio Risk Manager to oversee the management of a portfolio of Financial Lines claims. The successful candidate will have significant experience in claims management and negotiation, as well as strong knowledge of Financial Lines Claims.Main Responsibilities:Develop and implement strategies for the effective...
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Insurance Portfolio Manager
1 month ago
Chelmsford, Essex, United Kingdom Employment Specialists Ltd Full timeEmployment Specialists Ltd: Job Title: Insurance Portfolio ManagerWe are seeking a skilled Insurance Portfolio Manager to join our team at Employment Specialists Ltd. As an Insurance Portfolio Manager, you will be responsible for managing client portfolios, assessing and submitting client/reinsurer materials, and resolving issues.Key Responsibilities:Manage...
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Property Portfolio Manager
7 days ago
Chelmsford, Essex, United Kingdom Anthem Management Full timeROLE SUMMARYJob Title: Property Portfolio ManagerReports to: Deputy Head of RegionCOMPENSATION PACKAGEThe estimated annual compensation for this role is £50,000 - £70,000.RESPONSIBILITIES AND ACCOUNTABILITIESAs a Property Portfolio Manager at Anthem Management:You will oversee a portfolio of residential properties in the UK.You will develop and maintain...
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Reinsurance Portfolio Manager
1 month ago
Chelmsford, Essex, United Kingdom Employment Specialists Ltd Full timeJob Description: A Senior Reinsurance Technician is responsible for managing complex portfolios, overseeing client accounts, and providing guidance to colleagues. Responsibilities include managing client portfolios, assessing client and reinsurer presentations, and resolving issues.Key Responsibilities:1. Manage client portfolios2. Assess client and...
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Client Portfolio Managers
7 days ago
Chelmsford, Essex, United Kingdom Insure Recruitment Full timeJoin us at Insure Recruitment as a Client Portfolio Manager and take on the challenge of leading our clients' portfolios.This is an exciting opportunity to combine your skills in team leadership and client management, with a competitive salary and benefits package.The estimated salary for this role is $140,000 - $220,000 per annum, depending on...
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Sales Portfolio Manager
2 weeks ago
Chelmsford, Essex, United Kingdom Prime Appointments Full timeAbout the Role: Prime Appointments is recruiting a Sales Portfolio Manager to join their team in the Chelmsford area. The successful candidate will earn a competitive starting salary of £27,000 per annum + uncapped commission depending on experience (OTE £35,000 - £40,000).This role involves managing and growing a portfolio of accounts, retaining existing...
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Portfolio Management Director
1 week ago
Chelmsford, Essex, United Kingdom IPS Group Full time**Job Overview:**We are looking for an experienced underwriter to lead our underwriting team at IPS Group. As Underwriting Manager, you will be responsible for overseeing underwriting operations, managing a portfolio of insurance policies, and developing strategies to drive business growth.The successful candidate will have a strong understanding of...
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Commercial Portfolio Manager
1 week ago
Chelmsford, Essex, United Kingdom Employment Specialists Ltd Full timeJob Summary: Commercial Portfolio ManagerWe are seeking a highly skilled Commercial Portfolio Manager to join our team at Employment Specialists Ltd.About the Company:Employment Specialists Ltd is a dynamic brokerage that provides expert insurance solutions to businesses across various sectors.About the Role:Develop and manage a large commercial client...
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Portfolio Management Positions
2 weeks ago
Chelmsford, Essex, United Kingdom Insure Recruitment Full timeKey ResponsibilitiesManage a portfolio of clientsLead a team of Account Managers
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Claims Portfolio Manager
2 weeks ago
Chelmsford, Essex, United Kingdom The Recruiter Ltd Full timeAt The Recruiter Ltd, we are seeking a talented Claims Portfolio Manager to join our team.About the RoleThe successful candidate will be responsible for managing an assigned client portfolio, overseeing technical duties related to client accounts, premiums, and claims. This includes assisting with collecting funds from clients and ensuring seamless execution...
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Insurance Portfolio Manager
1 month ago
Chelmsford, Essex, United Kingdom The Recruiter Ltd Full time**Job Overview**The Recruiter Ltd is seeking a skilled Insurance Support Technician to join their team.This role involves managing client portfolios, processing client accounts, premiums, and claims. The successful candidate will also assist with collections, manage brokerage receivables, and promote broker and client relationships.Key...
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Client Portfolio Managers
2 weeks ago
Chelmsford, Essex, United Kingdom Insure Recruitment Full timeIn this challenging and rewarding role as Client Portfolio Manager, you will be responsible for managing a diverse portfolio of clients and developing strategic business partnerships.Working closely with our global partners, you will have the opportunity to combine leadership responsibilities with business development activities, driving revenue growth and...
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Portfolio Management Specialist
2 days ago
Chelmsford, Essex, United Kingdom Anthem Management Full timeJob Title: Property Manager Job SummaryWe are seeking a highly motivated and experienced Property Manager to join our team at Anthem Management, where you will be responsible for managing a portfolio of properties and ensuring that they meet high standards of quality and safety.Key ResponsibilitiesManage a portfolio of properties, ensuring that they meet...
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Development Portfolio Manager
7 days ago
Chelmsford, Essex, United Kingdom Anthem Management Full timeJob DescriptionWe are seeking a highly skilled and experienced Development Portfolio Manager to join our team at Anthem Management.This is a unique opportunity to work with a diverse portfolio of developments, overseeing service charge expenditure, preparing budgets, and ensuring compliance with leases and legislation. You will provide excellent customer...
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Commercial Portfolio Manager
1 week ago
Chelmsford, Essex, United Kingdom Hospitality Staffing UK Full timeHospitality Staffing UK: We are seeking an experienced Commercial Portfolio Manager to join our team in the UK. In this role, you will be responsible for managing a portfolio of accounts, generating new business, and supporting two hotels within your region. You will also work collaboratively with colleagues to drive opportunities across our hotels in other...
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Insurance Portfolio Manager
1 month ago
Chelmsford, Essex, United Kingdom Aon Full timeAbout the RoleWe are seeking an experienced Insurance Portfolio Manager to join our team at Aon. As a key contributor, you will be responsible for supporting Underwriting teams in articulating performance of SPSs to carriers, holding quarterly review calls across all SPSs. You will also assist in the analysis of the portfolio to gain insight into existing...
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Property Portfolio Manager
2 weeks ago
Chelmsford, Essex, United Kingdom Additional Resources Full timeAbout the RoleWe are seeking a highly skilled Property Portfolio Manager to oversee all aspects of property operations, including leasing, maintenance coordination, and tenant relations.Key Responsibilities:Manage all property operations, ensuring maximum efficiency and minimal downtime.Develop and maintain relationships with tenants, vendors, and other...
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Financial Lines Expert
2 weeks ago
Chelmsford, Essex, United Kingdom Aon Hewitt Full timeFinancial Lines Claims ManagerWe are seeking a highly skilled Claims Manager to join our team and take on the challenge of managing a portfolio of Financial Lines claims. The successful candidate will have extensive experience in claims management, negotiation, and analysis, and be proficient in CLASS and ECF Processing systems.The role involves managing...
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Portfolio Manager
1 month ago
Chelmsford, Essex, United Kingdom Armstrong Knight Full time**Portfolio Manager - Tax Services**We are seeking a highly skilled Portfolio Manager - Tax Services to join our team at Armstrong Knight. This is an excellent opportunity for someone with experience in managing complex tax affairs for multinationals and large corporate clients.The ideal candidate will have proven expertise in client handling, project...