Private Client Portfolio Manager

We are looking for a skilled professional to lead our Private Clients business. As Senior Client Portfolio Manager, you will be responsible for building and managing a personal pipeline of potential clients in the Bristol area.Key Responsibilities:Identify opportunities for leads to other areas of B2B and provide introductions to support our internal...

Key ResponsibilitiesActively chase all debt within the allotted portfolio, using appropriate means (telephone, email, etc.) and update stakeholders as required.Maintain accurate and up-to-date client notes following conversations with clients, using Workday to record status.Have regular face-to-face meetings with stakeholders as required regarding their debt...

Role OverviewLevitate Recruitment is currently seeking a highly skilled Client Portfolio Manager to join a National Accountancy Practice. The ideal candidate will have a minimum of 3 years of experience as a manager and be able to manage a varied portfolio of clients across different industries.Key ResponsibilitiesManage client relationships, including...

Job DescriptionWe are seeking a Client Portfolio Manager to join Clark Wood Limited in Bristol. This role offers the successful candidate a chance to progress into a senior position within the firm.The ideal candidate will be ACA / ACCA Qualified and have relevant experience working in a Business Services or Accounts focused role in practice.Prior experience...

About the RoleWe are seeking a skilled Credit Controller on behalf of our client to work on a hybrid basis (2 days in office) for a 6-month FTC. The successful candidate will handle all credit control procedures, actively chase debt within the allotted portfolio, and maintain accurate client notes using Workday. Regular face-to-face meetings with...

About the RoleThis is an exciting opportunity to join our team as a Private Client Tax Manager, working closely with experienced Directors and Partners to deliver exceptional service to high net worth individuals.The successful candidate will be responsible for managing a portfolio of private clients, developing key relationships, and handling their annual...

Salary & BenefitsThe successful candidate can expect a competitive salary of up to £35,000 per annum, plus benefits such as hybrid working, a 4-day week after probation, coaching, mentoring plans, 25 days holiday, and their birthday off.Job ResponsibilitiesManaging client accounts from cradle to grave, handling various calls and clients on a daily...

At Chadwick Nott, we are seeking a highly skilled Private Client Tax Specialist to join our Bristol office. This exciting opportunity allows the right candidate to work with a prominent regional client on a range of tax, trusts, and estates.The ideal candidate will manage a caseload of private client work, including high net worth matters and taxable...

Chadwick Nott seeks a seasoned Private Client Partnership Specialist to join its Bristol office, working closely with a talented L500 listed team. The role involves managing a diverse portfolio of private client relationships, focusing on tax, trusts, and estates.You will bring a deep understanding of private client law, complemented by significant...

At Yolk Recruitment Ltd, we are partnering with a prestigious regional law firm to find an experienced Private Client Lawyer.About the RoleThe successful candidate will be responsible for managing a diverse caseload within the highly successful Private Client team, with a focus on Wills, LPAs, and Probate.Key ResponsibilitiesServicing and expanding a...

At Yolk Recruitment, we are partnering with a prestigious regional law firm to find an experienced Private Client Lawyer.This is an excellent opportunity to join an award-winning team that values innovation, client service, and professional development in the highly successful Private Client department.We are seeking a skilled lawyer with extensive...

Job SummaryA prestigious regional law firm is seeking an experienced Private Client Lawyer to join their award-winning team. This is a fantastic opportunity to work on a diverse caseload, focusing on Wills, LPAs, and Probate.About the RoleThe ideal candidate will have extensive experience in a broad spectrum of Private Client work, with a proven track record...

Job SummaryA highly motivated Client Portfolio Manager is required to join a National Accountancy Practice. The successful candidate will be responsible for managing a varied portfolio of clients across multiple industries.About the RoleThis role involves managing audits, accounts preparation, and tax assignments for a range of clients. You will work closely...

About the PositionWe are seeking a Personal Tax Assistant Manager to join our team in Bristol. As a key member of our private client tax team, you will be responsible for managing a diverse portfolio of personal tax cases and advising on tax planning project work. The successful candidate will have a strong background in personal tax and be able to provide...

About First 2 RecruitFirst 2 Recruit is a recruitment agency that specialises in placing talented professionals in top companies. We are currently seeking an exceptional Tax Portfolio Manager to join our client's Personal Tax Team.Job SummaryWe are looking for a highly skilled and ambitious tax professional to lead the management of a portfolio of high net...

The role of a Tax Portfolio Manager at First 2 Recruit involves managing complex tax affairs for high net worth private clients. The ideal candidate will have strong experience in personal tax and be committed to a career in this field.The successful applicant will need to be a skilled portfolio manager responsible for their own portfolio of clients, dealing...

Yolk Recruitment Ltd is proud to partner with a leading regional law firm to find a skilled Private Client Lawyer.About the PositionThe successful candidate will manage a significant caseload, focusing on Wills, LPAs, and Probate, while contributing to the firm's reputation for excellence.Key AccountabilitiesDeveloping and maintaining a substantial portfolio...

A highly skilled team at Clark Wood is seeking a Personal Tax Semi Senior or Senior to manage a portfolio of ultra-high net worth private clients. This role involves day-to-day administration, ensuring compliance, and supporting planning projects.The ideal candidate will have ATT Qualification or Part Qualification with a solid foundation in personal tax...

**The Opportunity**We are partnered with a fast-growing business based in Bristol, who are looking for a Client Portfolio Associate to join their team. As a Client Portfolio Associate, you will be responsible for managing your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis.This is a fantastic opportunity for...

This is an exciting opportunity for a skilled Credit Controller to join our team at Portfolio Credit Control. We are looking for someone with a background in professional services, ideally with experience in Workday.The successful candidate will be responsible for handling all credit control procedures, actively chasing debt, and maintaining accurate...