Associate Portfolio Specialist

**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...

We are looking for a highly skilled Property Portfolio Specialist to join our Home Turf Lettings Team. The successful candidate will be responsible for managing a portfolio of properties, ensuring they are well-maintained and meet the needs of our tenants.DHI offers a competitive salary of £30,467 per annum, depending on experience. As a Property Portfolio...

Job Details**Job Title:** Portfolio Optimization Specialist**Location:** Southwest – Travel to sites required**Role Type:** PermanentWe are seeking an experienced Portfolio Optimization Specialist to join a leading facilities management and engineering company. As a Portfolio Optimization Specialist, you will play a pivotal role in developing and...

Job Title: Credit Control SpecialistAbout the Role:We are seeking a highly skilled Credit Control Specialist to join our Portfolio Credit Control team. In this role, you will be responsible for handling all credit control procedures in line with company policy.Key Accountabilities:Actively chase all debt within the allotted portfolio using appropriate means...

Job Title:Solar Portfolio Management SpecialistSalary:£60,000 - £80,000 per annumAbout the Role:We are seeking a highly skilled Solar Portfolio Management Specialist to join our team at Netzero People. The successful candidate will be responsible for coordinating and supporting the office-based management of a portfolio of Solar sites.The role involves...

Job PositionWe are seeking a Portfolio Management Specialist to join our financial advisory firm in Bristol. As a key member of the team, you will manage client portfolios and ensure optimal performance.Main Objectives:Develop and implement personalized investment strategies.Manage and review client portfolios to ensure alignment with set...

Get-Recruited (UK) Ltd is proud to partner with a leading business in Bristol to find a talented Client Portfolio Specialist. As a Client Portfolio Specialist, you will be responsible for handling client queries, ensuring compliance with regulatory requirements, and providing exceptional customer service. With a strong focus on delivering results-driven...

A Portfolio Claims Specialist is needed to support one of Finitas' long-term clients in Bristol.Responsibilities include managing an allocated portfolio of Financial Lines claims and collaborating with stakeholders.The ideal candidate will possess a minimum of two years of experience in claims handling, strong stakeholder management skills, and a commitment...

Job Title: Insurance Portfolio SpecialistA leading independent insurance broker based in the Bristol area is looking to expand its commercial team. The company offers a wide range of products and prides itself on high customer service standards. This is an excellent opportunity to join a well-established, Bristol-based insurance broker within their...

**About the Role:**We are looking for a Trust Portfolio Specialist to join our dynamic team in Bristol or Exeter. The successful candidate will have experience in managing a portfolio of trusts and providing an efficient trust administration service.The role will involve liaising with accountants and coordinating the preparation of annual trust accounts and...

A leading independent brokerage in the UK is seeking a skilled Insurance Portfolio Specialist to join their Commercial team. Located in Bristol, this role offers a wide range of opportunities for growth and development.Key Responsibilities:The ideal candidate will have previous experience in commercial insurance and possess strong communication skills. The...

Job OverviewHargreaves Lansdown Asset Management Limited is seeking an experienced Portfolio Management Specialist to join our team in Bristol. This exciting role will involve supporting the analysis of our Strategic Change Portfolio, driving insight to inform quality decisions at local and senior level.About the RoleThe ideal candidate will have experience...

About QuilterQuilter, a leading provider of advice, investments, and wealth management, has a rich heritage dating back to 1771. With over £114.9 billion in investments managed on behalf of its clients, the company aims to deliver excellent client outcomes while embracing innovation and growth.The RoleWe are seeking a highly skilled Portfolio Administration...

Job OverviewWe are seeking a highly skilled Credit Control Specialist to join our team at Portfolio Credit Control. As a key member of our team, you will be responsible for handling all credit control procedures in line with company policy.The ideal candidate will have professional services experience, preferably with Workday experience. Excel skills to a...

The Portfolio Group is recruiting a Tribunal Case Specialist to join their field-based team. As a seasoned Advocate with expertise in employment law, you will be responsible for managing cases across the UK and working closely with the company's legal team.Requirements:Hold a full valid driving licence and be able to work autonomously and independently.Have...

About the RoleThis role offers an exciting opportunity to join Workman LLP, the UK's leading independent commercial property management specialist. As a Commercial Property Portfolio Specialist, you will be responsible for overseeing the daily operations of a diverse portfolio of commercial, industrial, and retail properties.You will work closely with...

As a key member of Levitate Recruitment's team, the Client Portfolio Development Specialist will be responsible for managing a varied portfolio of clients across multiple industries. This involves developing and executing strategies to drive business growth, identifying new opportunities, and building strong relationships with existing clients.To succeed in...

Job Title: Employee Relations SpecialistJob Overview: The Portfolio Group is seeking a highly skilled Employee Relations Specialist to join our dynamic team. In this critical role, you will be responsible for providing expert support in employee relations matters, leading negotiation sessions, and maintaining impartiality.Main Responsibilities:Support and...

Coyne & Associates A leading mid-market private equity house seeks a Portfolio Director to join its South West team. The successful candidate will play a pivotal role in driving value creation and market-leading performance across the fund's portfolio, guiding investee management teams towards success. Key responsibilities include monitoring growth metrics...

As a Portfolio Account Specialist at First Military Recruitment Ltd, you will play a pivotal role in ensuring minimal disruption to the laundry function while keeping operations running smoothly. This involves working closely with customers to understand their needs and develop strategies to meet them.You will be responsible for establishing and developing...