Portfolio Management Lead
7 days ago
This Senior Financial Risk Specialist role involves overseeing a substantial portfolio of clients, ensuring exceptional client service, and contributing to the firm's future development and success. The ideal candidate will have a proven track record of managing a large portfolio of clients, ensuring excellent client service, and contributing to the firm's success.
Key Responsibilities:
- Manage a large portfolio of clients, ensuring excellent client service and contributing to the firm's success.
- Plan assignments, brief staff, and ensure compliance with auditing standards.
- Oversee advisory engagements and identify new business opportunities.
- Participate in formal presentations and develop a detailed knowledge of the firm's specialist services.
- Ensure timely completion of work, discuss material points with the assignment partner and client, and maintain excellent client service.
- Liaise with clients throughout the year and identify potential client needs.
- Perform review and completion procedures, attend final meetings, and ensure clients receive final accounts and commercial management letters.
- Oversee ad-hoc advisory projects and ensure profitable recoverability of work in progress.
- Maintain advanced technical knowledge through reading and courses, and fulfill CPD requirements.
- Research and prepare proposals for new work, and participate in formal presentations.
Requirements:
- Candidates must be ACA or ACCA qualified.
- Previous experience operating at manager level in a similar role.
- Proven experience in managing a portfolio of clients and developing strong client relationships.
- Proven wide audit experience in producing high-quality audits.
- Audit experience within the SME sector is advantageous.
- Charity experience is desirable but not essential.
- Business development experience and interest are a distinct advantage.
Compensation Package:
The estimated annual salary for this position is £70,000 - £90,000, depending on experience. Additionally, the company offers a comprehensive benefits package, including life assurance, income protection insurance, pension, critical illness cover, dental insurance, additional life assurance, and childcare vouchers.
About the Company
Resourcing Group is a leading provider of financial services and consulting solutions. We pride ourselves on delivering exceptional client service and contributing to the firm's future development and success.
-
Flexible Energy Portfolio Lead
2 weeks ago
Southampton, Southampton, United Kingdom The Green Recruitment Company Full timeJob SummaryWe are seeking a highly motivated Flexible Energy Portfolio Lead to join our team. As a key member of our team, you will be responsible for managing and developing our Flexible Energy portfolio.Key Responsibilities:Managing and developing our Flexible Energy portfolio.Developing and implementing strategies to drive growth and revenue.Collaborating...
-
VAT Portfolio Manager
2 weeks ago
Southampton, Southampton, United Kingdom Pro-Tax Full timeJob Title: VAT Portfolio ManagerAbout Us: Pro-Tax is a top 10 firm dedicated to providing exceptional taxation services. Our team of experts strives to deliver outstanding results and foster a supportive work environment.Job Description: We are seeking a highly skilled VAT Portfolio Manager to join our team in Southampton. As VAT Portfolio Manager, you will...
-
Accounting Portfolio Lead
5 hours ago
Southampton, Southampton, United Kingdom KBM Training & Recruitment Full timeJob DescriptionWe are looking for a highly skilled Senior Accountant to join our team at KBM Training & Recruitment. As a key member of our team, you will play a crucial role in supporting the Partner's portfolio and ensuring the smooth operation of our production line.About the RoleYour responsibilities will include managing a small portfolio of clients...
-
Insolvency Portfolio Manager
2 weeks ago
Southampton, Southampton, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeJob Title: Insolvency Portfolio ManagerAn experienced Insolvency Administrator is required to take on a portfolio of complex cases in the Southampton area.The ideal candidate will have strong leadership skills and be able to manage up to 3 staff members while providing on-the-job training and guidance.This role involves acting as the lead on jobs undertaken,...
-
Application Portfolio Lead
2 weeks ago
Southampton, Southampton, United Kingdom Spectrum It Recruitment Limited Full timeJob Overview:Spectrum It Recruitment Limited is seeking a highly experienced IT Applications Manager to join our team. As an IT Applications Manager, you will play a critical role in ensuring the effective management, integration, and optimization of key strategic applications.This is a fantastic opportunity for an experienced professional to take on a new...
-
Pricing and Portfolio Manager
1 week ago
Southampton, Southampton, United Kingdom Eames Consulting Full timeWe are seeking a Pricing and Portfolio Manager to join our team at Eames Consulting. As a key member of our pricing department, you will be responsible for managing our clients' portfolios and developing pricing strategies that meet their business needs.The ideal candidate will have over 5 years of experience in commercial lines or SME pricing and possess...
-
Insurance Portfolio Manager
6 hours ago
Southampton, Southampton, United Kingdom IDEX Consulting Full timeAbout the RoleWe are seeking a skilled Insurance Portfolio Manager to join our team at IDEX Consulting in Southampton. As an Insurance Portfolio Manager, you will be responsible for supporting a designated client portfolio, acting as their first point of contact and building strong relationships.Key responsibilities include:Supporting clients with queries...
-
Insurance Portfolio Manager
2 weeks ago
Southampton, Southampton, United Kingdom IDEX Consulting Full timeJob Overview:In our dynamic team at IDEX Consulting, we are seeking an Insurance Portfolio Manager to join us in Southampton. This role offers the opportunity to build strong relationships with clients and support them with their queries.The main purpose of this position is to work closely with a designated client portfolio, acting as their first point of...
-
Energy Portfolio Manager
6 days ago
Southampton, Southampton, United Kingdom The Green Recruitment Company Full timeJob SummaryThe Green Recruitment Company is seeking a highly motivated and experienced Risk Management Specialist to join their team. As a Risk Management Specialist, you will play a critical role in managing flexible energy products and services for our clients.Your key responsibilities will include developing and maintaining reports for portfolio...
-
Graduate Portfolio Manager
4 days ago
Southampton, Southampton, United Kingdom GRADUATE FINANCIAL RECRUITMENT LIMITED Full timeAre you a graduate looking to kick-start your career in investment management? Do you want to work with a leading firm and gain valuable experience? We have an exciting opportunity for a Graduate Investment Manager at GRADUATE FINANCIAL RECRUITMENT LIMITED.About the CompanyWe are a reputable investment management firm with a strong presence in the UK. Our...
-
IT Software Portfolio Manager
1 week ago
Southampton, Southampton, United Kingdom Spectrum It Recruitment Full time**Role Overview**Spectrum IT Recruitment is seeking a highly skilled IT Software Portfolio Manager to oversee the management, integration, and optimization of key strategic applications. As an IT Software Portfolio Manager, you will play a crucial role in ensuring these applications support business processes, enhance operational efficiency, and drive...
-
General Manager
6 days ago
Southampton, Southampton, United Kingdom MATRIX Recruitment and HR LTD Full timeJob Description:This is a dynamic role requiring a self-starter with a proven track record in hospitality, events, and property management.Main Responsibilities:Leading all aspects of a luxury boutique hotel, events operations, and residential portfolio.Driving new business and managing budgets to deliver exceptional results.Nurturing relationships with key...
-
Private Client Portfolio Lead
1 month ago
Southampton, Southampton, United Kingdom ProTalent Limited Full timeWe are looking for an experienced Private Client Tax Manager to join our team in Southampton.The ideal candidate will have a strong background in private client tax and a proven track record of delivering high-quality advice to clients.The role offers a competitive salary package, including a minimum of £70,000 per annum, plus benefits such as 25 days...
-
Portfolio Manager
2 weeks ago
Southampton, Southampton, United Kingdom FTH Hire Group Full timeIn this key role, you will be responsible for driving business growth and developing customer relationships within our local markets. As a Portfolio Manager - Sales and Marketing, you will oversee a defined portfolio of customer accounts, identify new business opportunities, and collaborate with internal teams to achieve sales targets.We are seeking an...
-
Strategic Business Growth Manager
6 hours ago
Southampton, Southampton, United Kingdom The Portfolio Group Full timeBusiness Development OpportunityThis is a chance to join The Portfolio Group, a multiple award-winning Health & Safety, HR, and Employment Law service provider, supporting businesses for over 80 years. Our client is seeking an ambitious individual to contribute to their sales-driven organisation's growth.About the Role:Generate new leads, appointments, and...
-
Personal Tax Portfolio Manager
1 month ago
Southampton, Southampton, United Kingdom Clark Wood - Tax Recruitment Full timeWe are looking for a highly motivated and experienced Personal Tax Portfolio Manager to join our team in Southampton. This exciting opportunity comes with an estimated annual salary of £65,000-£85,000.About the CompanyClark Wood - Tax Recruitment is a regional firm that provides genuine progression opportunities. Our company overview includes a strong...
-
Group Risk Portfolio Manager
7 hours ago
Southampton, Southampton, United Kingdom The Ardonagh Group Full timeAs a key member of The Ardonagh Group, you will be responsible for managing a portfolio of micro/small SME group risk clients. With a strong understanding of group risk products and their operation, you will deliver excellent service and advice to ensure high retention rates.The ideal candidate will have a minimum of 3 years' experience in group risk, with a...
-
Portfolio Accounting Specialist
2 weeks ago
Southampton, Southampton, United Kingdom Langham Hall Group Full timeAccounting Team Leader OpportunityWe are seeking a talented Portfolio Accounting Specialist to join our accounting team at Langham Hall Group. As a key member of our team, you will be responsible for providing financial reporting and accounting services to our portfolio of clients, as well as overseeing the preparation of consolidated reporting and financial...
-
Head of Energy Portfolio Management
4 days ago
Southampton, Southampton, United Kingdom Green Recruitment Company Full timeAbout the RoleWe are seeking an experienced Senior Risk Manager to join our team at Green Recruitment Company. As a key member of our energy portfolio management team, you will be responsible for delivering successful outcomes for our customers in the flexible energy market.
-
Accounting Portfolio Manager
1 month ago
Southampton, Southampton, United Kingdom KBM Training & Recruitment Full timeAs a Senior Accounting Professional at KBM Training & Recruitment, you will play a crucial role in supporting the Partner's portfolio and ensuring the smooth operation of our production line. This position requires strong technical knowledge across accounting, tax, and regulatory compliance, as well as excellent communication and interpersonal skills. The...