Investment Portfolio Manager

Job SummaryA leading national wealth management firm is seeking a skilled Investment Portfolio Manager to join its team. As a key member of the organization, you will be responsible for managing client relationships, developing customized investment strategies, and identifying new business opportunities.This is an exceptional chance for a seasoned...

Job OverviewWe are seeking a highly experienced Senior Investment Portfolio Manager to join our team in the Highlands. As a key member of our wealth management firm, you will be responsible for managing and growing relationships with existing and new clients.Key ResponsibilitiesTo develop an in-depth understanding of clients' personal circumstances, risk...

We are seeking an experienced Investment Manager to join our team in Perth, who can provide strategic guidance and support to our clients.The successful candidate will have excellent communication and client relationship management skills, with the ability to work both independently and as part of a team.Key responsibilities include managing and growing...

Job OverviewWe are seeking a skilled Financial Portfolio Manager to join our team in Perth. This role involves managing a portfolio of accounts jobs and ensuring accurate and timely delivery of agreed outputs to the client or senior manager.Main Responsibilities:Identify tax issues, including P11D, S455 tax, loss offsets, VAT implications, and MTD...

Job Description:We are seeking a highly skilled Wealth Management Director to join our team at Heat Recruitment. The successful candidate will be responsible for leading the wealth management team, managing and growing relationships with existing and new clients, and providing bespoke investment advice using their knowledge.The ideal candidate will have a...

Eden Scott is a leading investment management firm in Scotland, seeking a highly skilled Investment Manager to join their team in Perth.The successful candidate will have the opportunity to grow and manage a portfolio of clients, offering tailored investment solutions and conducting thorough research and analysis to support investment decisions.Key...

Role Summary:">We are seeking a highly experienced Wealth/Investment Director to join our team in the Highlands.">Key Accountabilities:">Management of existing client relationships and growth of new businessDevelopment of bespoke investment solutions based on clients' needsProvision of high-quality investment advice to HNW/UHNW...

About Eden ScottAs one of the UK's largest independent investment management firms, Eden Scott offers a unique opportunity for talented professionals to build a career in finance.Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a highly skilled Investment Manager to join our team in Perth.The successful...

Company Overview">Wealth management firm operating across the UK.The firm is renowned for their experience within the HNW/UHNW market, providing quality investment advice to private individuals and professional intermediaries.">Salary and BenefitsA highly competitive salary of £60,000-£100,000 plus bonus and full package is on offer.">Job DescriptionThe...

Job Summary:We are recruiting a Commercial Account Handler to work with us at Get Recruited Ltd. This is an excellent opportunity for someone looking to develop their career in insurance and work with a dynamic company.Key Responsibilities:Client portfolio managementMulti-policy insurance program administrationRisk broking to the insurance marketNegotiation...

About the RoleWe are looking for a highly skilled Private Client Investment Advisor to join our team in the Highlands. The successful candidate will have significant experience of providing quality investment advice to HNW/UHNW individuals and be qualified to CISI Level 6 (PCIAM) as a minimum.Key responsibilities include developing and maintaining strong...

Job OverviewWe are seeking a seasoned Financial Services Executive to join our team as an Investment Portfolio Manager. This is a fantastic opportunity for a qualified individual with a proven track record of providing high-quality investment advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals.The successful candidate will be...

About the Role">We are seeking an experienced Wealth/Investment Director to join our team in Perth & Stirling. As a key member of our national wealth management firm, you will play a crucial role in delivering exceptional investment advice to high net worth individuals.">Key Responsibilities">">Deliver high-quality investment advice to clients based on their...

About the Role:We are currently recruiting for a Wealth Management Director to lead our wealth management team. The successful candidate will be responsible for managing and growing relationships with existing and new clients, developing an in-depth understanding of clients' personal circumstances, risk profile, and investment objectives, and providing...

We are seeking a Senior Financial Manager to join our team at Azets Group. This role offers a challenging and rewarding opportunity to work with a leading firm of Accountants and Business Advisers.The successful candidate will own and manage a client portfolio with higher client responsibility, overseeing team portfolios and contributing to workflow...

Role Summary">A reputable national wealth management firm requires a seasoned Wealth/Investment Director with expertise in delivering tailored investment advice to high net worth individuals.">Key Responsibilities">">Manage and grow relationships with existing and new clients.">Provide bespoke investment advice based on clients' personal circumstances, risk...

About the OpportunityWe are looking for a highly skilled and experienced Senior Private Client Tax Manager to join our taxation team at Azets Group. As a key member of our team, you will be responsible for managing a private client portfolio, identifying tax sensitive expenditure and wider tax issues, and providing a range of tax services to our...

As a key member of our team, you will be responsible for managing a client portfolio with higher client responsibility, overseeing team portfolios and inputting into workflow planning. Your expertise will also be sought after to manage a portfolio of audit clients alongside account preparation and corporation tax computations for limited companies.Your Key...

About Azets">Azets is a prominent firm of accountants and business advisers, operating across the UK, Ireland, and the Nordics. With a vast network of employees and numerous inspiring opportunities to join our offices, we strive for excellence in serving our clients.As a leading top ten accountancy firm in the UK, we offer the opportunity to work with a...

Overview of the Role">We are seeking a highly experienced Investment Director to join our expanding team.As a key member of our team, you will play a critical role in managing and growing our client relationships.">About YouTo be considered for this role, you will need to have a proven track record of success in providing high-quality investment advice to...