Portfolio Manager
24 hours ago
We are looking for a talented Portfolio Manager to join our team in Bristol. The ideal candidate will have a strong background in financial planning, excellent analytical skills, and a client-centered approach.
This role involves conducting comprehensive financial research, supporting Financial Planners in client meetings, and managing client portfolios to ensure optimal performance.
Main Responsibilities:- Conduct thorough financial analyses and develop personalized planning strategies to achieve client goals.
- Oversee the successful execution of these strategies, ensuring alignment with set benchmarks and timely rebalancing.
- Support Financial Planners in client meetings, building strong relationships and providing expert advice.
- Analyze client data to create detailed cash flow projections and scenarios using advanced financial planning tools.
- Maintain effective communication with product providers and external stakeholders to ensure seamless process management.
- A minimum of 3 years of experience in a similar financial planning role.
- Diploma in Financial Planning (Dip PFS) is highly desirable.
- In-depth knowledge of financial planning areas, including investment management, pensions, tax, protection, and estate planning.
- Excellent relationship-building skills, with a client-centric approach and attention to detail.
- Proficiency in cash flow modeling and experience in managing complex financial plans for high-net-worth clients.
The salary for this position is estimated to be around £45,000 per annum, taking into account the location and industry standards. This figure may vary based on individual qualifications and experience.
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Portfolio Management Officer
3 weeks ago
Bristol, Bristol, United Kingdom Portfolio Credit Control Full timeKey ResponsibilitiesActively chase all debt within the allotted portfolio, using appropriate means (telephone, email, etc.) and update stakeholders as required.Maintain accurate and up-to-date client notes following conversations with clients, using Workday to record status.Have regular face-to-face meetings with stakeholders as required regarding their debt...
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Portfolio Manager
2 days ago
Bristol, Bristol, United Kingdom Alexander Mae (Bristol) Ltd Full timeAbout the RoleAlexander Mae (Bristol) Ltd is expanding its presence in central Bristol and requires an experienced Portfolio Manager to join our team. The successful candidate will oversee the performance of our portfolio, develop strategies to improve yields, and manage relationships with key stakeholders.This is an exciting opportunity for a results-driven...
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Enterprise Portfolio Manager
2 days ago
Bristol, Bristol, United Kingdom Imperial Brands Full timeJob SummaryImperial Brands is seeking a skilled Portfolio Management System Manager to join our team. As the primary point of contact for our project teams and portfolio owners, you will provide technical support, maintain data integrity, and drive system improvements.Main Job Responsibilities:Manage the Planview Portfolios platform, ensuring data integrity...
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Client Portfolio Manager
4 days ago
Bristol, Bristol, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeRole OverviewLevitate Recruitment is currently seeking a highly skilled Client Portfolio Manager to join a National Accountancy Practice. The ideal candidate will have a minimum of 3 years of experience as a manager and be able to manage a varied portfolio of clients across different industries.Key ResponsibilitiesManage client relationships, including...
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Strategic Portfolio Manager
4 weeks ago
Bristol, Bristol, United Kingdom PER, Private Equity Recruitment Full timeAbout the RoleWe are seeking an experienced Strategic Portfolio Manager to join our team at PER, Private Equity Recruitment.Job DescriptionBoard Seat Responsibility: This role involves sitting on the boards of multiple portfolio companies, working closely with CEOs and business owners as a trusted strategic advisor.Liaising with Management Teams: You will...
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Client Portfolio Manager
2 weeks ago
Bristol, Bristol, United Kingdom Clark Wood Limited Full timeJob DescriptionWe are seeking a Client Portfolio Manager to join Clark Wood Limited in Bristol. This role offers the successful candidate a chance to progress into a senior position within the firm.The ideal candidate will be ACA / ACCA Qualified and have relevant experience working in a Business Services or Accounts focused role in practice.Prior experience...
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Payroll Manager Consultant Specialist
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Property Portfolio Manager
2 weeks ago
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Investment Portfolio Manager
4 weeks ago
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Financial Portfolio Manager
2 weeks ago
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Senior Portfolio Manager
4 weeks ago
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Property Portfolio Manager
2 weeks ago
Bristol, Bristol, United Kingdom Randstad Delivery Full timeExciting Opportunity in Property ManagementWe are seeking a motivated and customer-focused individual to join our team as a Property Portfolio Manager in Bristol. As a leading employer in the Property sector, we offer structured training and a long-term career path for successful candidates.This is an excellent opportunity to build a career in Property and...
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Portfolio Manager
2 days ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeAbout the RoleWe are seeking a highly skilled Portfolio Manager to join our team in Bristol. As an Investment Director, you will be responsible for maintaining existing client relationships and developing new business opportunities.Key ResponsibilitiesMaintain and develop existing client relationshipsDevelop new business opportunities through individual...
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Property Portfolio Manager
3 weeks ago
Bristol, Bristol, United Kingdom Beach Baker Property Recruitment Full timeJob Title: Property Portfolio ManagerAbout the Role:This is an exciting opportunity to lead a property manager for a single client with a regional property portfolio near Bristol. The successful candidate will be responsible for budget setting, cost control, and service charge recovery/administration.Main Responsibilities:Budget settingCost controlService...
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Payroll Operations Manager
1 month ago
Bristol, Bristol, United Kingdom Portfolio Payroll Full timeJob Description:The Payroll Operations Manager is a crucial role at Portfolio Payroll, responsible for managing complex payroll processes for our UK-based employees.Key Responsibilities:Payroll Process Management: Oversee payroll operations, ensuring accuracy and timeliness across various pay cycles and employee types.Compliance and Legislation: Stay...
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Insurance Portfolio Manager
4 weeks ago
Bristol, Bristol, United Kingdom GB001 Marsh Ltd Full timeAbout GB001 Marsh LtdWe are a global organisation with a market-leading presence, offering long-term career progression opportunities.Job DescriptionAs an Insurance Portfolio Manager at GB001 Marsh Ltd, you will be responsible for managing a portfolio of large, complex clients. This includes identifying strategies for risk management and leading insurance...
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Portfolio Development Manager
2 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeJob OverviewWe are seeking a highly skilled Portfolio Development Manager to join our team in Bristol. As a key member of our investment management team, you will be responsible for driving business growth and developing high-value relationships with clients.The estimated annual salary for this role is around £80,000 - £100,000 plus bonus and comprehensive...
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Portfolio Management System Administrator
2 days ago
Bristol, Bristol, United Kingdom Imperial Brands Full timeJob DescriptionWe are seeking a skilled Portfolio Management System Manager to join our team at Imperial Brands. As the backbone of our project teams and portfolio owners, you will provide essential support and technical assistance, maintaining data integrity, driving system improvements, and optimizing performance.Main Responsibilities:Administer and...
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Portfolio Development Manager
4 weeks ago
Bristol, Bristol, United Kingdom Stirling Dynamics Full time**Job Summary**We are seeking a highly motivated Portfolio Development Manager to join our team at Stirling Dynamics. The successful candidate will be responsible for managing a portfolio of projects, driving growth and profitability through strategic planning and execution.The ideal candidate will have a strong background in project management, preferably...
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Trust Portfolio Manager
2 weeks ago
Bristol, Bristol, United Kingdom Michelmores Careers Full timeJob SummaryWe are seeking an experienced Trust Manager to join our award-winning Tax, Trusts and Succession team.The successful candidate will be responsible for supporting the Trust Director, Partners, and other team members in managing a portfolio of trusts.