SIPP/SSAS Portfolio Manager
24 hours ago
We are looking for an Account Management Specialist to join our team at JohnstonGreer Ltd. The successful candidate will be responsible for managing a portfolio of SIPP and SSAS clients, providing illustrations and technical support, and ensuring excellent customer service.
What You Will Need:- Proven experience in account management within the financial services sector
- Strong knowledge of SIPP/SSAS products and regulations
- Excellent communication and interpersonal skills
We offer a competitive salary, £60,000 - £80,000 per annum, and opportunities for career growth and development. If you are a motivated and results-driven individual, please apply.
About Us:JohnstonGreer Ltd is a recruitment agency specialising in the Financial Services and Pensions sectors. We pride ourselves on delivering exceptional results and building long-term relationships with our clients and candidates.
-
Financial Services Consultant
21 hours ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeJohnstonGreer Ltd, a leading consultancy in the Financial Services and Pensions sectors, seeks an experienced professional to manage SIPP/SSAS clients.Key Responsibilities:Ongoing servicing of a portfolio of SIPP and SSAS clientsIllustrations and technical support to meet client needsThe ideal candidate will have strong communication skills, a deep...
-
SIPP Administration Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeAbout IDEX ConsultingWe are a leading consulting firm specializing in pension services, dedicated to delivering exceptional solutions for our clients. Our team of experts is passionate about providing top-notch support and guidance.Job OverviewAs a SIPP Administration Specialist - Pension Services, you will play a critical role in our team, ensuring the...
-
Senior Pensions Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeAbout JohnstonGreer LtdWe are a leading recruitment agency specialising in the Financial Services and Pensions sectors.Salary InformationThe salary for this role is estimated to be around £60,000 - £80,000 per annum, depending on experience.SIPP/SSAS Account Manager Job DescriptionOngoing servicing of a portfolio of SIPP and SSAS clients requires strong...
-
Real Estate Portfolio Manager
2 weeks ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeProperty Administrator Job DescriptionWe are seeking a highly skilled Property Administrator to join our team at JohnstonGreer Ltd. As a key member of our financial services and pensions sector, you will play a critical role in the administration of properties.Key Responsibilities:Manage the purchase, leasing, and sale of assets efficiently and...
-
Human Resources Consultant
3 days ago
Edinburgh, Edinburgh, United Kingdom The Portfolio Group Full timeAbout the RoleThe Portfolio Group is looking for an experienced Human Resources Consultant to join our dynamic consultancy. As a Regional HR Manager, you will play a pivotal role in leading meetings, negotiation sessions, and offering expert guidance on diverse employee relations matters.ResponsibilitiesProvide expert advice on employee relations...
-
Complaints Resolution Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Greenbean Full timeJob Title: Complaints Resolution Specialist About Us: Greenbean is a company committed to delivering exceptional customer care. We are seeking a skilled Complaints Resolution Specialist to join our team in Edinburgh. About the Role: As a Complaints Resolution Specialist, you will be responsible for handling complaints and price comparison cases to agreed...
-
Portfolio Manager
4 days ago
Edinburgh, Edinburgh, United Kingdom Cobalt Recruitment. Full timeCobalt Recruitment is working with a well-respected Managing Agent to find a highly skilled Facilities Manager. This position involves managing a portfolio of properties in Edinburgh and Dunfermline.The estimated salary for this role is £35,000 - £45,000 per annum, depending on experience.As the successful candidate, you will be responsible for managing...
-
Portfolio Management Professional
1 month ago
Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full timeAbout the RoleWe are seeking a highly skilled Portfolio Management Professional to join our Wealth Management division, Cazenove Capital. This is an exciting opportunity for someone who is passionate about delivering exceptional client service and investment management.Key Responsibilities:Support senior portfolio managers in managing clients' portfolios,...
-
Investment Portfolio Manager
21 hours ago
Edinburgh, Edinburgh, United Kingdom Citi Full timeAbout the RoleThe Investment Portfolio Manager role at Citigroup Inc. is an exciting opportunity to join a dynamic team responsible for managing investment portfolios on behalf of clients. As a key member of the team, you will be responsible for identifying and implementing investment opportunities that meet client objectives.Key ResponsibilitiesIdentify and...
-
Portfolio Management Professional
3 days ago
Edinburgh, Edinburgh, United Kingdom Azets Full timeAbout the JobWe are looking for a skilled Portfolio Management Professional to join our team at Azets. This exciting opportunity involves owning and managing a client portfolio, overseeing team portfolios, and contributing to workflow planning.Main ResponsibilitiesOversight of a portfolio of audit clients, including the preparation of accounts and...
-
Financial Portfolio Manager
1 day ago
Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full time**About the Role**We are looking for a talented Senior Accountant to join our team in Edinburgh. As a Senior Accountant, you will be responsible for managing a portfolio of clients and delivering high-quality financial services.Key ResponsibilitiesManage a portfolio of clients and prepare their statutory accountsProcess VAT returns and HMRC tax...
-
Client Portfolio Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Aston Charles Full timeAston Charles is seeking a Client Portfolio Manager to join its Corporate Unit in Glasgow or Edinburgh. As a key member of the team, you will manage a diverse portfolio of clients and develop effective relationships with them.You will work closely with Account Executives and Directors to understand client needs and develop solutions. Excellent communication...
-
Property Portfolio Manager
23 hours ago
Edinburgh, Edinburgh, United Kingdom Cobalt Recruitment. Full timeCobalt Recruitment is working with a respected Managing Agent to find a highly skilled Property Portfolio Manager to oversee a portfolio of commercial properties in Edinburgh and Dunfries.The ideal candidate will have excellent organizational skills, be able to manage multiple assets, and have experience in facilities management.Salary: £45,000 - £60,000...
-
Portfolio Management Associate
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Schroders Full timeAbout SchrodersWe are a global investment manager, providing investment services to individuals, charities, and institutions. We have around 6,000 people on six continents, and we've been around for over 200 years.The RoleWe are seeking an experienced professional to join our team as a Client Services Executive. In this role, you will work closely with...
-
Senior Legal Portfolio Manager
1 month ago
Edinburgh, Edinburgh, United Kingdom Career Legal Full time**Job Overview**Career Legal is seeking a highly experienced Senior Legal Portfolio Manager to join our team in Leeds, Edinburgh or Manchester. As a key member of our Property Asset Management group, you will play a crucial role in leading our client's legal operations and driving business growth.**Responsibilities**Lead the legal strategy for a major...
-
Portfolio Accounting Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom State Street Corporation Full timeJob Description: A Portfolio Accounting Manager is required to work in a client-facing role within State Street's daily operations department. They will review the Net Asset Values of UK registered portfolios and Pricing, working with State Street Outsourced Service centers and Centers of excellence to ensure timely deliverables according to client service...
-
Portfolio Growth Manager Edinburgh
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Rettie and Co. Full timeAbout Rettie and Co.We are a growing and ambitious company with a family feel. Our values of Teamwork, Determination, Dependability, and Ambition guide our actions and behaviours towards our clients and each other, daily. Based on these values, we cultivate and grow diverse, capable teams in an environment that helps you realise your career potential.Salary:...
-
Community Fund Portfolio Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Good Moves Full timeJob Title: Community Fund Portfolio ManagerWe are seeking a highly skilled and motivated individual to join our team as a Community Fund Portfolio Manager. This is an exciting opportunity to strengthen and grow our community funds practice and impact in south and south-west Scotland.This role focuses on managing a regional team and working alongside...
-
Renewable Energy Portfolio Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom oilandgasjobsearch Full timeJob DescriptionThis role is focused on originating and structuring PPAs for assets under management, supporting the Investment Team with due diligence reviews on offtake structures, managing relationships with key offtakers and market access providers, participating in BESS revenue model definition and execution, negotiating Route-to-Market agreements for...
-
Portfolio Management Expert
19 hours ago
Edinburgh, Edinburgh, United Kingdom ZipRecruiter Full timeJob OverviewZipRecruiter is seeking a seasoned Financial Planner Director to join our team in Scotland.This role offers the opportunity to grow and manage a portfolio of clients, delivering tailored financial planning advice.The ideal candidate will have experience in private client wealth management and a track record of success in growing and managing...