High Net Worth Individual Portfolio Manager

Job Summary: As a Tax Professional Portfolio Manager, you will be responsible for managing a growing portfolio of high-net-worth individuals, Directors and self-employed professionals. You will meet with clients to discuss their needs and update them on their portfolio, handle client queries and provide support on project work, and work with the Partner to...

A respected family law boutique is looking for a skilled Matrimonial Solicitor with 1-3 years of PQE experience to join their team. This is an exciting opportunity to work on high-net-worth family law cases and develop your expertise.About the RoleYou will be responsible for handling complex family law matters, specializing in private divorce and financial...

About the Role: We are seeking a Senior Tax Manager Lead to take the lead in managing a growing portfolio of high-net-worth individuals, Directors and self-employed professionals. This is a fantastic opportunity to work towards returns on future growth.The successful candidate will meet with clients to discuss their needs and update them on their portfolio,...

Job Description: We are looking for a UK Personal Tax Leadership Position candidate to manage a growing portfolio of high-net-worth individuals. The ideal candidate will have experience working with Directors and self-employed professionals, meeting clients, and handling queries.About the Opportunity: This role offers a fantastic chance for an experienced...

Job Overview:We are seeking a Senior Tax Professional to lead our team in managing high-net-worth individual portfolios. As a Director and self-employed professional, you will be responsible for meeting clients, handling queries, and supporting the Partner with project work.About the Role: This is a fantastic opportunity for an experienced tax professional...

Role OverviewWe are seeking a highly skilled and experienced Financial Portfolio Manager to join our team at Red Dot Search in Wilmslow. As a key member of our accountancy practice, you will be responsible for managing a portfolio of clients worth around £250K, working with businesses that have turnovers between £1M to £5M.You will oversee the preparation...

Company OverviewMcGregor RecruitmentWe are an innovative and well-established Accountancy Practice offering a wide range of accountancy knowledge. We work with high net worth clients, both individuals and businesses.Job SummaryWe are looking for an individual passionate about Accounting who enjoys this area. As a Client Manager's assistant, you will assist...

About Our Role:Mcgregor Recruitment is seeking a highly skilled Senior Financial Specialist to join our team in this exciting opportunity.Key Responsibilities:Assist Client Managers with a portfolio of high-net-worth clientsManage deadlines for year-end accounts and financial statementsBe responsible for bookkeeping, VAT, and payroll management for...

A leading family law boutique is seeking an experienced Matrimonial Solicitor with 1-3 years of PQE to specialize in high-net-worth family law cases. Job OverviewThis is an excellent opportunity to work with interesting, high-profile individuals and contribute to the firm's success.Key ResponsibilitiesHandle high-net-worth family law casesSpecialize in...

About the Role Our Paraplanning team at Ferguson Dean is seeking a skilled individual to provide technical support to our Advisers. As a Paraplanning Support Professional, you will work closely with clients in the High Net Worth (HNW) and Ultra High Net Worth (UHNW) space, providing full support to your team members.We are looking for someone with experience...

Job Summary:We are seeking an experienced IT Support and Security Manager to join our team at True Worth Consulting. The successful candidate will be responsible for overseeing our company's IT systems and security across the business, leading a motivated team to ensure optimal service delivery and security.Your Key Responsibilities:Lead and develop a team...

About the Position:Mcgregor Recruitment is recruiting for a Financial Administrator to manage bookkeeping, VAT, and payroll for high-net-worth clients.Key Tasks:Manage bookkeeping, VAT, and payroll for clients using IRIS and SAGE accounting softwarePrepare year-end accounts and financial statementsLiaise with clients to understand their financial...

Company OverviewAbout Our Client:Mcgregor Recruitment is proud to partner with a well-established and respected Accountancy Practice, servicing high net worth individuals, property investors, owner-managed businesses, and sports professionals.Job Summary:We are seeking an accomplished Associate Director with a strong accountancy background to manage a client...

About Our Company:We are True Worth Consulting, a thriving company committed to providing high-quality services to our customers while maintaining robust security across our IT infrastructure.The Role:We are looking for an experienced IT Support and Security Manager to join our team. As the successful candidate, you will oversee our company's IT systems and...

Job Title: Asset Portfolio ManagerAbout UsCobalt Recruitment is a leading recruitment agency in the Northwest of England, with over 30 years of experience within the commercial property sector.Role OverviewWe are seeking an experienced Portfolio Management Surveyor to join our team from our Head Office in Wilmslow. As a key member of our team, you will be...

Accounting Portfolio Manager Job DescriptionWe are seeking an experienced Accountant to join our team as an Accounting Portfolio Manager. This is an exciting opportunity to develop your skills and advance your career in a dynamic and supportive environment.About the RoleThis role offers a challenging and rewarding experience for a qualified accountant with...

We are seeking an experienced Financial Services Professional to join our team at McGregor Recruitment. As a Senior Financial Accountant, you will work closely with high net-worth clients – both individuals and businesses – providing expert accountancy knowledge within various areas. With a minimum of 4 years working in an Accountancy Practice, you will...

Frasers Group is a leading luxury fashion retailer, and we are currently seeking a highly motivated Retail Store Manager to join our team at Flannels' boutique in Alderley Edge. This is an excellent opportunity to develop your skills, work with a high-end brand, and contribute to the success of our business.As a Retail Store Manager, you will be responsible...

Quorum Estates, a leading Developer Investor in the Northwest of England, is seeking a highly skilled Portfolio Management Surveyor to join its property management team.As a key member of our team, you will be responsible for delivering exceptional results and providing expert advice to our clients. You will have over 30 years of experience within the...

About the Role:We are looking for a skilled Portfolio Management Surveyor to join our team in Wilmslow, Northwest England. As a key member of our property management team, you will be responsible for overseeing the day-to-day management of our industrial and commercial office assets. Your duties will include managing property inspections, recommending...