Portfolio Manager

6 days ago


Beverley, East Yorkshire, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time
About the Role:
The Portfolio Manager - Administrations will oversee a portfolio of administrations, receiverships, liquidations, and trading IVAs. This involves managing case setup, closure procedures, and handling stakeholder correspondence. Strong organizational and technical skills are essential, along with the ability to work flexibly and prioritize tasks. With an estimated salary of £23,000 - £35,000, this role offers excellent career progression opportunities.

Responsibilities:
  • Manage case setup and closure procedures on IPS.
  • Coordinate client site visits.
  • Conduct reviews, prepare closure forms, final reports, and advertise closures.
  • Draft correspondence to stakeholders and agents.
  • Monitor IPS updates and meet deadlines.
  • Support junior staff with their work.
  • Prepare bills at the right time.
  • Compile annual/final reports, proposals, and appendices.
  • Address day-to-day case issues.


What We're Looking For:
Individuals with relevant experience in professional services, strong organizational skills, technical knowledge, and flexibility in prioritizing tasks. An intermediate level of MS Office and IPS skills is also required. This role includes benefits such as excellent career progression opportunities.

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