Financial Portfolio Manager
17 hours ago
The successful candidate will be responsible for managing a portfolio of clients providing services including annual accounts, self-assessment tax, corporation tax, VAT, bookkeeping and other specialist areas of work. They will also oversee the work of Accounts Assistants and provide necessary support or training. In addition, they will develop and maintain strong relationships with clients and proactively support them with their accounting and tax planning needs.
Key responsibilities include:
- Managing client portfolios and providing expert financial services
- Overseeing the work of junior staff members and providing guidance and support
- Developing and maintaining strong client relationships
- Providing expert advice on tax planning and financial management
This is a challenging and rewarding role that offers excellent opportunities for career progression. The successful candidate will have a competitive starting salary of £50,000-£60,000 depending on experience, plus benefits including a 24-32 day holiday entitlement, flexible working options and a workplace pension scheme. If you are a motivated and experienced accounting professional looking for a new challenge, please apply for this exciting opportunity.
-
Financial Portfolio Manager
13 hours ago
Exeter, Devon, United Kingdom Streamline Search Full time**About the Role**We are seeking a highly skilled Financial Portfolio Manager to join our team at Streamline Search. As an Accounts Manager, you will play a crucial role in managing a portfolio of clients, providing services including annual accounts, self-assessment tax, corporation tax, VAT, bookkeeping, and other specialist areas of work.About YouYou have...
-
Portfolio Manager Position
12 hours ago
Exeter, Devon, United Kingdom Ritz Recruitment Full timeRitz Recruitment is seeking a talented Graduate Portfolio Administrator to join their team. As a Graduate Portfolio Administrator, you will play a key role in the management of the company's portfolio, working closely with the Portfolio Manager to achieve business objectives.About the CompanyThe company has over 900 large properties in 24 cities across the...
-
Portfolio Manager Position
11 hours ago
Exeter, Devon, United Kingdom Ritz Recruitment Full timeRitz Recruitment is currently recruiting for a Graduate Portfolio Administrator to join our team as a key member of our operations team. This is an exciting opportunity for a recent graduate or someone looking to start their career within property to take on a challenging and rewarding role.About the RoleThe successful candidate will be responsible for...
-
Portfolio Development Specialist
6 days ago
Exeter, Devon, United Kingdom Ritz Recruitment Full timeAs a Property Portfolio Manager at Ritz Recruitment, you will be responsible for managing the financial and operational performance of the portfolio.You will work alongside the Portfolio Manager on significant investment to fuel fast growth expanding the company's portfolio.Key Responsibilities:Manage the transition & integration of new acquisitions into the...
-
Debt Portfolio Manager
3 days ago
Exeter, Devon, United Kingdom Thrifty Car & Van Rental Full timeJob Title: Debt Portfolio ManagerLocation: Exeter, Head Office.Hours: Full Time 37.5 hours per week.Salary: £22,382.93 per annum.Benefits:30 days holiday (including bank holidays)Free onsite parkingFree onsite gymCompany pension schemeEmployee discount schemeFunded Summer and Christmas eventsCycle to Work SchemeDiscounted car hire ratesFriendly and...
-
Financial Manager
4 weeks ago
Exeter, Devon, United Kingdom ProTalent Limited Full timeCompany Overview: ProTalent Limited is a reputable accountancy practice with a thriving office in Central Exeter. They are seeking an experienced Financial Manager to join their dedicated team and contribute to delivering high-quality financial services to a diverse portfolio of clients.
-
Asset Portfolio Manager
3 days ago
Exeter, Devon, United Kingdom James Andrews Recruitment Solutions Ltd Full timeJob OverviewWe are seeking an experienced professional to lead our Asset Management team. Based in Devon, this temporary role will involve overseeing the continuous improvement of our asset maintenance function, including retrofit, maintenance, fund asset management, capital expenditure, and health and safety.The ideal candidate will have experience leading...
-
Property Portfolio Manager
6 days ago
Exeter, Devon, United Kingdom Ritz Recruitment Full timeWe are seeking an experienced Graduate Portfolio Manager to join our team at Ritz Recruitment. The ideal candidate will be a recent graduate or someone looking to start a career within property.The company has over 900 large properties in 24 cities around the UK, providing students with a comfortable and exceptional living experience.Manage the transition &...
-
Portfolio Development Lead
5 days ago
Exeter, Devon, United Kingdom Ritz Recruitment Full timeAbout the RoleAs a Graduate Portfolio Manager, you will be responsible for managing the financial and operational performance of our client's portfolio, comprising over 900 large properties across 24 cities in the UK.Key ResponsibilitiesTransition and integrate new acquisitions into the businessDevelop and manage our ambassador and agent network to achieve...
-
Graduate Portfolio Manager
5 days ago
Exeter, Devon, United Kingdom Ritz Recruitment Full timeJob SummaryWe are seeking a highly motivated Graduate Portfolio Manager to join our team at Ritz Recruitment. This exciting opportunity will see you work closely with the Portfolio Manager, contributing to the growth and development of our client's property portfolio.
-
Financial Manager
3 days ago
Exeter, Devon, United Kingdom ISCA Recruitment Full timeAt ISCA Recruitment, we're seeking an experienced Financial Manager to join our growing team. As a key member of our accounting practice, you'll oversee the preparation of financial statements, management accounts, and tax returns for a diverse portfolio of clients.The ideal candidate will be ACA or ACCA qualified with recent experience in a UK accountancy...
-
Senior Portfolio Administrator Opportunity
3 days ago
Exeter, Devon, United Kingdom Ritz Recruitment Full timeRitz Recruitment is seeking a skilled Graduate Portfolio Administrator to join their team. In this role, you will be responsible for managing the financial and operational performance of the company's portfolio, working closely with the Portfolio Manager to drive business growth and expansion.About the CompanyThe company provides exceptional living...
-
Building Portfolio Manager
1 month ago
Exeter, Devon, United Kingdom Lambert Smith Hampton Full timeThe Portfolio Manager is responsible for the delivery of management services to a portfolio of residential and mixed-use buildings and estates. This role will be the direct interface with the Client/Freeholder and Leaseholders within their portfolio.Responsibilities & DutiesProperty Inspections and MaintenanceInspections and ReportsFinanceBudgets and Client...
-
HNWI Portfolio Manager
4 weeks ago
Exeter, Devon, United Kingdom Michael Page (UK) Full timeTrust Tax Manager OpportunityA HNWI Portfolio Manager is needed for a top-tier firm in Exeter. As a key member of our private client and trust tax team, you will be responsible for advising clients on complex tax matters and managing a wide-ranging portfolio of trust cases. You will also be involved in tax planning project work across inheritance tax, CGT,...
-
Client Portfolio Manager
4 weeks ago
Exeter, Devon, United Kingdom Michael Page Full timeJob Title: Client Portfolio ManagerA successful firm of chartered accountants in Exeter seeks a Client Manager to oversee a diverse client portfolio, delivering year-end accounts, tax, and advisory services, while managing and developing teams.Key Responsibilities:Managing client relationshipsDelivering servicesContributing to the firm's growthThe ideal...
-
Operational Portfolio Manager
4 weeks ago
Exeter, Devon, United Kingdom RELX Full timeJob SummaryWe are seeking an experienced Operational Portfolio Manager to join our team at RELX. This role will involve managing operational processes for a portfolio of academic journals, building and maintaining relationships with global stakeholders, and identifying trends in data to drive process improvements.About the RoleThe successful candidate will...
-
Finance Portfolio Manager
12 hours ago
Exeter, Devon, United Kingdom Streamline Search Full timeJob Description:Accountancy Team LeadA dynamic and experienced Accountancy Team Lead is required to join our team at Streamline Search. This role offers a unique opportunity to lead a portfolio of clients, providing expert accounting services including annual accounts, self-assessment tax, corporation tax, VAT, bookkeeping, and other specialist areas.The...
-
HNWI Compliance Portfolio Manager
10 hours ago
Exeter, Devon, United Kingdom Creative Tax Recruitment Full timeHNWI Compliance Portfolio Manager Job Summary:We are looking for an experienced HNWI Compliance Portfolio Manager to join our private client tax team. As a highly skilled professional, you will manage a compliance portfolio primarily consisting of high net worth individuals (HNWI), trusts, and estates. Your primary responsibility will be to effectively...
-
Portfolio Manager for Swindon to Devon Portfolio
4 weeks ago
Exeter, Devon, United Kingdom Connectus Recruitment Full timeFast-growing company in the property management sector is seeking an experienced Property Manager to oversee a portfolio of 20 properties based from Swindon to Devon. As a key member of our team, you will be responsible for managing c1000 units and working closely with clients, residents, contractors and colleagues.The successful candidate will have...
-
Property Portfolio Manager
2 weeks ago
Exeter, Devon, United Kingdom RGB Recruitment Ltd Full timeJob Summary: We are seeking a highly organized and experienced Property Portfolio Manager to join our team at RGB Recruitment Ltd. As a key member of our property management team, you will be responsible for managing property assets, engaging with tenants, and working closely with directors to align strategies with client objectives. The ideal candidate will...