Financial Portfolio Manager

Job SummaryThis premium client advisor position requires a seasoned professional with expertise in holistic financial advice and portfolio management. You will leverage your advanced knowledge of financial products and services to provide personalized recommendations to high-value customers, driving revenue growth and expanding our customer base.Key...

Job SummaryWe are seeking an experienced accountant to manage a portfolio of PSC and SME accounts, providing outstanding service to clients. The ideal candidate will have a strong background in accounting and be able to deliver high-quality work under tight deadlines.

Job OverviewWe are seeking a skilled Client Accountant to join our team at CMR Jobs Limited in Poole. The ideal candidate will have experience managing portfolios of PSC and SME accounts while delivering exceptional service to clients.

About This RoleCareer opportunities have arisen for a seasoned Accounting Portfolio Manager to join our esteemed accounting practice at CMR Jobs Limited. This exciting position offers the chance to manage a diverse portfolio of clients while delivering exceptional accounting services.To excel in this role, you will need to possess a deep understanding of...

Job Summary:">We are looking for a talented Portfolio Manager to lead our projects in Poole, United Kingdom. As a key member of our team, you will be responsible for managing multiple projects simultaneously, ensuring timely delivery, and maintaining high-quality results.Key Responsibilities:">Develop and implement project plans, schedules, and budgets, as...

Job Overview:We are looking for an experienced accountant to join our team as a Client Accountant. The ideal candidate will have a strong background in accounting, excellent analytical and problem-solving skills, and the ability to build strong relationships with clients.About Our Company:CMR Jobs Limited is committed to providing high-quality services to...

About the RoleThis exciting opportunity has arisen for a Portfolio Operations Manager to join our dynamic team in Poole, UK. As a key member of our operations team, you will be responsible for managing multiple sites and teams, ensuring seamless delivery of our services.The ideal candidate will have strong leadership and communication skills, with experience...

Job DescriptionBond Williams Limited seeks an experienced Credit Controller to join their team in Poole. In this role, you will be responsible for managing a high-volume portfolio of accounts, ensuring timely payment and minimizing bad debt.About the PositionAs Credit Controller, you will review account applications, set credit limits, and communicate with...

Unlock Your Potential as an Accounting Portfolio ManagerA growing accounting practice in Poole is on the lookout for an experienced Accounting Portfolio Manager to deliver outstanding service to their clients. As a key member of the team, you will play a crucial role in ensuring the smooth delivery of end-to-end accounting services for your clients.We offer...

Job DescriptionThis exciting opportunity has arisen for a skilled Sales Portfolio Manager to join our team at Team Jobs - Commercial. We are looking for an individual who is passionate about building relationships and has a strong work ethic.The successful candidate will be responsible for managing their own portfolio of accounts, making outbound calls to...

Grow Your Career as a Financial Accountant">We are seeking an experienced Financial Accountant to manage a portfolio of PSC and SME clients in Poole, providing outstanding service and ensuring the smooth delivery of end-to-end accounting services.The ideal candidate will have a solid background in end-to-end accounting processes, strong technical expertise,...

Are you a detail-oriented accounting professional looking to take your career to the next level in a dynamic and growing practice? Our client, CMR Jobs Limited, is seeking an experienced Financial Accountant to manage a portfolio of PSC and SME accounts, delivering exceptional service to clients. This role offers a chance to work with a variety of clients,...

About the Role: We are seeking an experienced Customer Retention Specialist to join our team. As a key member of our Retentions/Renewals team, you will play a critical role in retaining existing policy holders in the household Insurance market. This is a challenging yet rewarding opportunity to develop your skills and knowledge in a dynamic and fast-paced...

Autograph Recruitment is currently seeking an experienced Audit Manager to join a top 10 accountancy practice team in Poole.The ideal candidate will have ACA / ACCA (or equivalent) qualification and prior experience of leading external audits, managing a portfolio of clients and leading audit teams.A salary of £60,000 - £80,000 per annum is on offer for...

Job TitleSr. Financial Account ManagerWe are seeking an experienced Sr. Financial Account Manager to join our team at Bond Williams Limited in Poole. As a key member of our finance department, you will be responsible for managing a high volume of small and large accounts, ensuring timely payments and maintaining excellent relationships with clients.This is a...

**Job Overview**As a Wealth Manager at HSBC, you will play a key role in delivering exceptional client experiences and driving business growth.You will work closely with our customers to understand their financial needs and provide tailored advice and solutions to help them manage their wealth.This role involves building and maintaining relationships with...

Credit ControllerLocation: A coastal town in Dorset known for its natural harbour.Estimated Salary: £45,000 per annum.Job OverviewAbout the RoleWe are seeking an experienced Credit Controller to manage customer relationships, negotiate payments, and maintain accurate records.Key Responsibilities:Manage a portfolio of customers to ensure timely payment of...

Job DescriptionFletcher George Financial Recruitment is seeking a skilled Corporate Tax Senior to join their team in Poole.The successful candidate will enjoy working with the latest technologies, a supportive team environment, and a very generous salary package which includes flexible working if desired.As a Corporate Tax Senior, your primary...

**Our Vision**At HSBC, we aim to be one of the world's leading banks, recognized for our commitment to excellence, customer satisfaction, and innovation.We strive to create an inclusive and diverse work environment that fosters collaboration, creativity, and growth.**Job Summary**We are seeking an experienced Wealth Manager to join our team in London.The...

**Job Title:** Financial ManagerA successful and ambitious finance professional is sought by Office Angels to join their team as a Financial Manager.The ideal candidate will have experience in overseeing the day-to-day administration and smooth running of an office, as well as liaising with clients and answering queries. They will be responsible for putting...