Current jobs related to Financial Portfolio Manager - Woking, Surrey - Hays Senior Finance

  • Financial Portfolio Specialist

    2 weeks ago

    Woking, Surrey, United Kingdom Michael Page Full time

    About the RoleThis Financial Portfolio Specialist position involves managing client accounts and maintaining relationships within the professional services industry. The successful candidate will have a strong background in accounting and finance, with a minimum of 2 years' experience managing a portfolio of clients.Key ResponsibilitiesManage client...

  • Client Portfolio Manager

    2 weeks ago

    Woking, Surrey, United Kingdom CV-Library Full time

    We are looking for a highly skilled Client Portfolio Manager to join our team at CV-Library. As a key member of our client management team, you will be responsible for delivering exceptional service to our academic clients, ensuring their accounting and tax needs are met.This is a fantastic opportunity to work with a diverse portfolio of clients, preparing...

  • Portfolio Management Specialist

    2 weeks ago

    Woking, Surrey, United Kingdom TPF Recruitment Full time

    TPF Recruitment is seeking a highly skilled Portfolio Management Specialist to join our team in the Woking area. This is an excellent opportunity to leverage your expertise in accountancy and management to drive business growth and development.Key Responsibilities:Developing and implementing effective portfolio management strategies.Liaising with clients to...

  • Portfolio Management Expert

    1 week ago

    Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

    About the Role: We're seeking a highly motivated Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you'll have the opportunity to work from home, enjoying a comfortable work-life balance and flexibility in your schedule. Our robust lead generation system ensures a steady stream of potential clients, allowing you to focus...

  • Financial Auditor Specialist

    24 hours ago

    Woking, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Company OverviewFletcher George Financial Recruitment is a respected firm of Chartered Accountants, providing financial services to clients across various sectors.Salary PackageThis role offers a competitive salary banding as set by Fletcher George, along with attractive benefits including study support and ongoing training.Job DescriptionAssist a diverse...

  • Financial Services Professional

    1 month ago

    Woking, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    An exciting opportunity for a Newly Qualified Accountant to join our client, a highly regarded firm in Woking, Surrey. This role offers a clear trajectory to Client Manager, allowing you to grow your career in a supportive environment.The successful candidate will be responsible for managing a portfolio of Charity and Not-for-Profit clients, providing...

  • Tax Portfolio Manager

    1 week ago

    Woking, Surrey, United Kingdom TPF Recruitment Full time

    **Autonomous Tax Position**TPF Recruitment are seeking an experienced Personal Tax Accountant to join a small but excellent accountancy practice in the Woking area. This is a highly autonomous role that offers the successful candidate the opportunity to manage their own tax portfolio and provide advisory services to clients.The ideal candidate will have a...

  • Real Estate Portfolio Manager

    4 weeks ago

    Woking, Surrey, United Kingdom Copperfield Recruitment Ltd Full time

    Job Description:The role of a Property Manager at Copperfield Recruitment Ltd involves overseeing the day-to-day operations of a portfolio of properties. This position requires exceptional communication skills, as you will be responsible for ensuring the overall satisfaction of both landlords and tenants. You will also manage property maintenance, address...

  • Senior Portfolio Manager

    1 week ago

    Woking, Surrey, United Kingdom Energi People Full time

    About the RoleWe are seeking a highly experienced Senior Portfolio Manager to lead our commercial facilities operations across Woking and Guildford. This is a fantastic opportunity for someone with a strong background in facilities management to take on a leadership role and drive success within our organisation.Key Highlights:Estimated salary: £50,000 -...

  • Financial Management Professional

    1 week ago

    Woking, Surrey, United Kingdom Howett Thorpe Full time

    About Howett Thorpe">Howett Thorpe is a modern and progressive firm seeking an experienced Audit Manager or Audit Senior for their next career step. This forward-thinking organization prioritizes its employees, offering market-leading benefits, career development opportunities, flexibility, and an excellent salary package.">Audit Manager...

  • Charity Fundraising Portfolio Manager

    2 weeks ago

    Woking, Surrey, United Kingdom CV-Library Full time

    Community and Events Fundraising OpportunityMerrifield Consultants is partnering with Young Epilepsy to find a Community and Events Fundraising Manager. This role involves developing an exciting community events portfolio, including successful representation at the annual Carfest festival.The position will be remote, but requires regular visits to London and...

  • Commercial Portfolio Manager

    1 day ago

    Woking, Surrey, United Kingdom Austin Fraser Full time

    Job Title: Commercial Portfolio ManagerLocation: Woking, SurreySalary: £50,000 - £55,000Austin Fraser is seeking a skilled Commercial Portfolio Manager to oversee the facilities and operational management of six commercial buildings across Woking and Guildford.Key Responsibilities:Oversee daily operational management and facilities maintenance across six...

  • Build a Client Portfolio

    2 weeks ago

    Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

    Advisor Financial Services PositionWe are seeking a skilled Advisor to join our team in a home-based Financial Services position. This opportunity provides a good flow of leads and referrals to build a client bank.You will benefit from a strong lead source with a proven conversion rate, allowing you to focus on establishing a client portfolio.

  • Project Portfolio Manager

    5 days ago

    Woking, Surrey, United Kingdom Motorsport-Total GmbH Full time

    Job DescriptionAs a Project Portfolio Manager, you will be responsible for managing a project portfolio of race car parts within in-house work centers under the guidance of a Project Manager. This role involves detailed planning and task management, including loading production routings and work orders.The purpose of this role is to reconcile and manage...

  • Accounting Portfolio Manager

    2 weeks ago

    Woking, Surrey, United Kingdom ProTalent Limited Full time

    Job Title: Accounting Portfolio ManagerAbout the Role:This exciting opportunity is now available for an ACA/ACCA qualified accountant to take on a challenging role managing a mixed portfolio of fees. With an established fee portfolio waiting, you will be responsible for business advisory work, client liaison, and meetings. As part of this esteemed firm, you...

  • Private Asset Portfolio Director

    1 week ago

    Woking, Surrey, United Kingdom Impactable Investment Group Full time

    At Impactable Investment Group, we are dedicated to scaling investments that generate positive social and environmental impact. We empower asset owners, fiduciaries, and institutions to align their financial objectives with meaningful impact, fostering a sustainable and socially responsible financial ecosystem.We are seeking a Private Asset Portfolio...

  • Tax Portfolio Manager

    12 hours ago

    Woking, Surrey, United Kingdom TPF Recruitment Full time

    Job OverviewThis is an excellent opportunity for an experienced Personal Tax Accountant to join a small, excellent accountancy practice in the Woking area. The ideal candidate will have a strong background in handling complex personal tax compliance and advisory work. Part-time applicants may also be considered.The successful candidate will have the autonomy...

  • Strategic Portfolio Manager

    2 weeks ago

    Woking, Surrey, United Kingdom Nomad Foods Full time

    We are seeking a highly skilled professional to lead our Global Portfolio Team as a Strategic Portfolio Manager.This role will be responsible for developing and executing the segment portfolio strategy, driving commercially viable Innovation & Renovation Pipelines, and leading the flywheel process to ensure markets have clear Blueprints with how to win plans...

  • Property Portfolio Manager

    2 weeks ago

    Woking, Surrey, United Kingdom Brook Street Full time

    About the RoleWe are seeking a skilled Property Portfolio Manager to join our Woking branch, working closely with our award-winning Estate Agency client, Brook Street. The successful candidate will have a strong listing background and be responsible for managing a portfolio of properties, driving growth and achieving business objectives.The ideal candidate...

  • Autonomous Tax Portfolio Manager

    2 weeks ago

    Woking, Surrey, United Kingdom TPF Recruitment Full time

    This Autonomous Tax Portfolio Manager position is an exciting opportunity to join a small but excellent accountancy practice in the Woking area. As a key member of the tax team, you will be responsible for managing a portfolio of personal tax work, including tax compliance and advisory tasks.About the RoleManaging a portfolio of personal tax work, providing...

Financial Portfolio Manager

1 month ago

Woking, Surrey, United Kingdom Hays Senior Finance Full time

Job Overview

">

This role involves managing a diverse portfolio of clients from various sectors and sizes, ensuring timely preparation and submission of accounts and tax returns while optimizing tax efficiency.

">

Your Key Responsibilities

">
  • Prepare, send, and submit accounts and tax returns for clients, including sole traders, partnerships, and limited companies.
  • Communicate effectively with clients through phone, email, or in-person interactions, including chasing records as needed.
">

About the Company

">

Hays Senior Finance is an accountancy practice that prioritizes client satisfaction, putting their needs first to deliver exceptional results.

">

Requirements for Success

">

To excel in this role, you will need to be ACA, ACCA, or ATT qualified with at least 5 years of practice experience and possess excellent communication skills.

">

What You'll Gain

">

You will receive a salary of up to £55,000 and flexible working options, including 2 days of remote work, allowing for a better work-life balance.