Financial Portfolio Manager

2 days ago


Chelmsford, Essex, United Kingdom Austin Rose Associates Limited Full time

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.
Requirements
  • 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.



  • Chelmsford, Essex, United Kingdom Errington Legal Full time

    About 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...


  • Chelmsford, Essex, United Kingdom Evoke Management Full time

    Overview: Evoke Management is a hybrid business that values flexibility and collaboration. As a portfolio Finance Director, you will have the opportunity to work with various small and medium-sized enterprises (SMEs), utilizing your strong financial acumen and interpersonal skills to drive growth and success.Salary: The estimated salary for this role is...


  • Chelmsford, Essex, United Kingdom Austin Rose Associates Limited Full time

    Financial Performance Manager – Chelmsford, Essex – Top 70 FirmOur client, a fast-growing Top 70 firm, is seeking a Financial Performance Manager to join their team in Chelmsford, Essex.Manage the financial performance of your portfolio, ensuring fee levels, recoveries, WIP, and Debtor positions are optimized.Review compliance work, including year-end...


  • Chelmsford, Essex, United Kingdom Essex County Council Full time

    Job DescriptionSalary: £74,368 - £87,492 per annum + benefitsAbout the RoleWe are seeking an experienced Transformation Portfolio Lead to join our team at Essex County Council. As a key member of our organization, you will be responsible for leading the delivery of our transformation agenda, ensuring that our portfolio of projects and programmes are...


  • Chelmsford, Essex, United Kingdom Employment Specialists Ltd Full time

    Job 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...


  • 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...

  • Financial Controller

    3 weeks ago


    Chelmsford, Essex, United Kingdom Austin Rose Associates Limited Full time

    Accounts Manager/Senior Manager – A Key Position for Austin Rose Associates LimitedWe are seeking an experienced Accounts Manager/Senior Manager to join our team at Austin Rose Associates Limited. The successful candidate will be responsible for managing the financial performance of a large portfolio of clients, including fee levels, recoveries, WIP, and...


  • Chelmsford, Essex, United Kingdom Media Steps Consulting Limited Full time

    Are you a marketing professional with a passion for driving engagement and attendance at conferences and exhibitions? Our client, a leading organisation in its sector, is seeking a Marketing Manager to lead their event portfolios and create impactful campaigns and memorable experiences. Salary £38K-£42K basic plus £6K bonus based in Chelmsford.You would...


  • Chelmsford, Essex, United Kingdom Armstrong Knight Full time

    As a Tax and Financial Manager at Armstrong Knight, you will be responsible for managing a portfolio of multinational and large corporate clients with complex tax affairs. Your expertise will be sought after to advise on projects and technical assignments, ensuring excellent client service and identifying further opportunities. You will be expected to...

  • Portfolio Manager

    3 days 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...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    We are seeking a skilled Part Time Financial Administrator to join our team at Financial Divisions. This is an excellent opportunity for an experienced professional to utilize their skills in a dynamic and supportive environment.In this role, you will provide end-to-end administrative support to our Managing Director, including drafting Letters of Authority,...


  • Chelmsford, Essex, United Kingdom TRI Consulting Full time

    A Housing Association in Colchester is seeking a skilled professional to manage a portfolio of properties on a temporary basis.Key responsibilities include:Providing a high-quality housing management service to residents, including regular communication and meetings.Ensuring resident issues are resolved promptly and effectively.Working collaboratively with...


  • Chelmsford, Essex, United Kingdom The Recruiter Ltd Full time

    We are seeking an experienced Commercial Insurance Portfolio Manager to join our team at The Recruiter Ltd.As a key member of our insurance services division, you will be responsible for providing account servicing support and effective management of established client portfolios.You will work closely with clients across various industries and trades,...


  • Chelmsford, Essex, United Kingdom Xeinadin Group Full time

    About the RoleThe Senior will be responsible for preparing accounts, tax returns, management accounts, VAT returns, payroll, and reviewing work for portfolio managers. In this role, you will work within a well-established team, providing high-quality accounting and financial services to our diverse range of clients.Key Responsibilities:Managing a dynamic...


  • Chelmsford, Essex, United Kingdom haart Full time

    Unlock Your Potential as a Property Portfolio SpecialistWe are seeking an experienced and motivated Property Manager to join our dynamic team in Chelmsford. As a Property Portfolio Specialist, you will play a key role in maximizing efficiency and client satisfaction across our diverse portfolio.About the RoleThis exciting opportunity offers a basic salary...


  • Chelmsford, Essex, United Kingdom mbf. Full time

    Mbf is working with a well-established Financial Planning and Investment Management organisation; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth...


  • Chelmsford, Essex, United Kingdom beBee Professionals Full time £45,000 - £65,000

    At beBee Professionals, we are seeking a highly skilled Financial Operations Manager to oversee our financial planning, reporting, and analysis in Chelmsford, United Kingdom. As a key member of our finance team, you will ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans,...


  • Chelmsford, Essex, United Kingdom CleverHR Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administrative support to our Wealth Client Executives and Financial Planners in delivering exceptional service to our clients.Key ResponsibilitiesAssist with the preparation of client...


  • Chelmsford, Essex, United Kingdom REACH INTERNATIONAL INC Full time

    Senior Financial Auditor Job OpportunitySalary Range: £65,000 - £80,000 per annumBased in Chelmsford, Essex, we are recruiting for a Senior Financial Auditor to join our team.About the JobThis role involves supervising financial reporting and statutory filing and compliance assurance engagements of clients.You will oversee multiple concurrent engagements...


  • Chelmsford, Essex, United Kingdom Steer Automotive Group Ltd Full time

    Financial Operations Manager - Hybrid RoleA leading company in the automotive accident repair industry, Steer Automotive Group Ltd, is seeking an experienced Financial Operations Manager to join our team.The ideal candidate will have a strong background in financial operations and team leadership, with a proven track record of success in the automotive or...