Client Portfolio Manager
4 days ago
We are looking for a skilled Client Portfolio Manager to join our team in Salisbury. In this role, you will be responsible for managing your own client portfolio, ensuring that all tasks are completed to the highest standard and meeting deadlines.
About the Role:- Manage client portfolios and ensure that all tasks are completed on time
- Liaise with clients and third parties on a daily basis
- Ensure compliance with regulatory requirements
- Calculate and pay retirement and death benefits
The ideal candidate will have excellent client management, relationship management, and stakeholder management skills, as well as experience working in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services. The company offers a competitive salary of up to £35,000, a 4-day working week after a 3-month probation, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off, and more.
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Client Portfolio Manager
4 days ago
Salisbury, Wiltshire, United Kingdom Nucleus Financial Full timeAbout the RoleWe are seeking a highly skilled Client Relations Manager to join our Key Accounts team. As a key member of our team, you will be responsible for managing a range of responsibilities working closely alongside your Senior Client Relations Manager.About YouYou will be a 'plate-spinner' who can keep multiple things progressing all at once and...
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Tax Portfolio Manager
4 weeks ago
Salisbury, Wiltshire, United Kingdom Michael Page Finance Full timeJob DescriptionThis Private Tax Assistant Manager role involves managing a diverse portfolio of private tax clients, including HNWI's, land & estates, agriculture, entrepreneurs, partnerships & trusts. The successful candidate will be responsible for providing excellent tax advisory & compliance services and working closely with the senior leadership team to...
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Tax Portfolio Manager
4 weeks ago
Salisbury, Wiltshire, United Kingdom Michael Page Full timeThis Private Tax Assistant Manager role involves managing a diverse portfolio of private tax clients, including high net worth individuals, land and estates, agriculture, entrepreneurs, partnerships and trusts. The successful candidate will provide excellent tax advisory and compliance services, working closely with the senior leadership team to mentor...
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Project Portfolio Manager
3 days ago
Salisbury, Wiltshire, United Kingdom Ahold Delhaize USA Full timeJob DescriptionEstimated Salary: $120,000 - $180,000 per year.A successful Project Portfolio Manager will lead the delivery of large-scale projects and programs that drive business value for Ahold Delhaize USA. The ideal candidate will have a strong track record of managing complex project portfolios, ensuring timely and within-budget delivery while...
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Safety Professional Lead
2 days ago
Salisbury, Wiltshire, United Kingdom The Portfolio Group Full timeElevate your career as a Health and Safety Consultant with The Portfolio Group!We are seeking a seasoned professional to partner with our team on health and safety matters.The Portfolio Group delivers health and safety guidance to diverse clients globally.This role offers innovative thinkers the opportunity to make a lasting impact on health and safety...
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Regulatory Compliance Specialist
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Salisbury, Wiltshire, United Kingdom The Portfolio Group Full timeUnlock your potential as a Health and Safety Consultant with The Portfolio Group!We are seeking a results-driven professional to join our team in health and safety matters.The Portfolio Group provides health and safety guidance to diverse clients worldwide.This role presents an exciting opportunity for innovative thinkers to drive positive change in health...
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Private Client Tax Manager
4 weeks ago
Salisbury, Wiltshire, United Kingdom Michael Page Full timeAs a Private Client Tax Manager at Michael Page, you will be responsible for managing a diverse portfolio of clients, providing excellent customer service, and delivering high-quality tax advice. You will work closely with the senior leadership team to lead local tax operations and developments.About the RoleManage a diverse portfolio of clients, ensuring a...
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Health and Safety Consultant
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Salisbury, Wiltshire, United Kingdom The Portfolio Group Full timeAre you a passionate professional dedicated to health and safety? Do you seek a role with flexibility, clear career path, and growth opportunities?We are partnering with The Portfolio Group on an exclusive search for a dynamic Health and Safety Consultant.The Portfolio Group is a renowned consultancy group delivering health and safety guidance to diverse...
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Client Relations Manager
4 weeks ago
Salisbury, Wiltshire, United Kingdom Nucleus Financial Full timeAbout the RoleWe are seeking a highly skilled Client Relations Manager to join our Key Accounts team. As a key member of our team, you will be responsible for managing a portfolio of adviser partners and providing exceptional service to ensure our customers are at the heart of everything we do.Key ResponsibilitiesManage a portfolio of adviser partners to...
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Client Relations Manager
4 weeks ago
Salisbury, Wiltshire, United Kingdom Nucleus Financial Full timeAbout the RoleAt Nucleus Financial, we're looking for a highly skilled Client Relations Manager to join our Key Accounts team. As a key member of our team, you'll be responsible for building and maintaining strong relationships with our key firms, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesManage a portfolio...
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Senior Private Client Tax Manager
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Senior Client Relations Manager
4 weeks ago
Salisbury, Wiltshire, United Kingdom Nucleus Financial Full timeAbout the RoleWe're seeking a skilled Senior Client Relations Manager to join our team. As a key member of our client service team, you'll be responsible for managing a portfolio of adviser firms and working closely with aligned account managers and support colleagues to deliver exceptional service.Your primary focus will be on building strong relationships...
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Tax Manager for Private Clients
1 week ago
Salisbury, Wiltshire, United Kingdom Michael Page Full timeAbout the RoleThis Tax Manager position involves managing a diverse portfolio of clients and delivering exceptional customer service within a thriving Top-10 accountancy practice in southern Wiltshire. As a trusted advisor, you will collaborate with the senior leadership team to lead local tax operations and developments.Company OverviewThe company is a...
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Senior Manager Private Client Tax
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Tax Advisor for Private Clients
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Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full timeAre you a tax professional with a passion for delivering exceptional service to private clients? We are seeking a talented team member to join our Private Tax team in Salisbury, where you will play a key role in delivering annual tax compliance work for a wide-ranging portfolio of clients.Key Responsibilities:Ensure the administration of the portfolio is...
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Portfolio Support Manager
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Salisbury, Wiltshire, United Kingdom Remus Management Full timeAbout the RoleWe are seeking a skilled and experienced property manager to support the Regional Manager with the day-to-day management of an allocated team. As a key member of the Remus Management team, you will be responsible for ensuring the smooth operation of the properties under your care. Your expertise in property block management, people management...
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Private Client Tax Specialist
5 days ago
Salisbury, Wiltshire, United Kingdom Evelyn Partners Full timeAbout the Role">We are looking for a Private Client Tax Specialist to join our team in Salisbury. The successful candidate will have significant experience in managing complex tax affairs and a strong understanding of private client tax issues.">Responsibilities">Manage a portfolio of personal clients with complex tax affairs, including HNWIs, agricultural...
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Chief Financial Officer
1 month ago
Salisbury, Wiltshire, United Kingdom SF Recruitment Full timeOur client, a Midlands-based private equity house, is seeking a seasoned Chief Financial Officer to lead their portfolio business in the Salisbury area. The ideal candidate will have a strong commercial background and excellent communication skills.The company operates in the services, people, and technology space and is poised for growth through a...
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Salisbury, Wiltshire, United Kingdom SF Recruitment(Executive) Full timeSF Executive, a renowned recruitment agency, is working closely with a respected Midlands-based private equity house to find a highly skilled Chief Financial Officer (CFO) for their portfolio business in the Salisbury area.The company in question boasts a strong EBITDA number and is seeking a top-tier financial expert to collaborate with the CEO and lead the...
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Pensions Client Management Specialist
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Salisbury, Wiltshire, United Kingdom Get-Recruited (UK) Ltd Full timeAbout UsWe are Get-Recruited (UK) Ltd, a leading recruitment agency partnering with businesses to find the best talent. We are currently working with a fast-growing business based in Salisbury who have an exciting opportunity for a Pensions Client Management Specialist to join their team.The Role:You will be responsible for managing your own client accounts...