Advisory Portfolio Manager

We are seeking an experienced professional to join our client's dynamic team as a Tax Advisory Manager. This role involves managing and advising on all aspects of private client tax matters, including offshore trust structuring, compliance, and advisory services. The successful candidate will play a crucial role in providing comprehensive tax advice and...

We are looking for a Tax Advisory Senior to join Lloyd Recruitment Limited and play a key role in advising clients on tax matters.Responsibilities:Advise clients on tax legislation and regulationsPrepare and review corporate tax returnsManage a small personal tax portfolioThe successful candidate will have a strong understanding of tax law and excellent...

Job DescriptionWe are seeking a Senior Portfolio Analyst to join our Projects Team at Atomic Weapons Establishment (AWE) Nuclear Security Technologies.The successful candidate will be responsible for absorbing complex programmatic data points and turning them into a coherent and easily understandable story.This includes creating reporting dashboards and...

Job DescriptionThe Portfolio Management Expert plays a crucial role in the KONE organization, responsible for managing core 1 and core 2 maintenance customers. Estimated annual salary: £45,000 - £60,000.This position requires a customer-centric mindset, effective communication skills in English, and proficiency in Microsoft Office and CRM software.

We are excited to announce a new opportunity for an Investment Portfolio Manager to join our team at Artemis Recruitment Consultants Ltd in Basingstoke.In this role, you will be responsible for:Managingsourcing portfolios and making investment recommendationsConducting research and analysis to identify opportunities and risksDeveloping and maintaining...

We are Vero HR Ltd, an internal recruitment partner for a well-established independent banking and financial services group.A highly organised and meticulous Financial Portfolio Manager is required to join the team in Basingstoke. Your main focus will be to manage assigned portfolios of accounts, ensuring timely recovery of outstanding debts.Key...

About the JobWe are looking for an experienced Portfolio Maintenance Manager to take care of core 1 and core 2 maintenance customers by phone and supporting Supervisor maintenance contract renegotiations. The ideal candidate will be responsible for creating tender documentation, driving execution of individual sales plans, and gathering market information.

Robertson BellWe are seeking a highly skilled Finance Analysis Manager to join our talented team and oversee the management of an extensive fixed asset portfolio.About the RoleThis is a key leadership position within the finance function, offering the chance to shape policies, and drive innovation in processes and systems across the entirety of the fixed...

Job Description We require an experienced tax professional to manage a diverse range of corporate tax clients, ensuring accurate and timely submissions. Responsibilities include: Advising clients on tax compliance and legislative changes. Managing tax portfolios, including individual client accounts. Tax Knowledge: Strong understanding of UK tax law and...

Lloyd Recruitment Limited is seeking a Mixed Tax Portfolio Manager to oversee a diverse range of corporate and personal tax clients.Key Responsibilities:Manage a varied portfolio of corporate and personal tax clientsEnsure compliance with all relevant tax legislation and regulationsThe estimated salary for this role is £55,000 - £70,000 per annum,...

At Exertis, we are seeking a seasoned sales professional to oversee the growth of our mobile product sales portfolio.This role involves managing a team of sales representatives and developing strategies to expand our customer base and improve relationships with vendors.We are looking for an individual with excellent communication skills and a proven track...

Key ResponsibilitiesThe successful candidate will be responsible for:Preparing full year end accounts through to submission and the associated tax.Managing a portfolio of limited company, sole trader, and partnership clients.Collaborating with clients to develop and implement effective financial strategies.The ideal candidate will have recent experience...

About the Role">We are seeking a highly skilled Financial Adviser to advise clients on their financial goals and objectives. The ideal candidate will have experience in prospecting and contacting potential clients, as well as managing portfolios and making suitable recommendations.

About the Role:As a skilled Credit Controller, you will be responsible for managing an assigned portfolio of accounts, ensuring timely recovery of outstanding debts.The ideal candidate will possess strong organisational skills, attention to detail, and excellent communication skills.You will work closely with the debt recovery team based in Manchester,...

Job Description:Kone MéxicoThis is a full-time position that offers a competitive salary of $65,000 - $85,000 per year, 25 days holiday and 8 additional Bank Holidays, Pension Scheme, Development opportunities and development reviews to help you achieve your professional goals.About the Job:The Portfolio Retention Specialist role exists in Kone...

Job DescriptionWe are seeking a highly skilled Senior Portfolio Analyst to join our Projects Team at Atomic Weapons Establishment.The ideal candidate will have the ability to absorb complex programme data points and transform them into coherent and easily understandable stories.Developing reporting dashboards and leading the design and traceability of data...

Portfolio Retention SpecialistIn KONE México, we are seeking a skilled Portfolio Retention Specialist to join our team. This role is responsible for managing core 1 and core 2 maintenance customers by phone and supporting Supervisor maintenance contract renegotiations.About the Role:The ideal candidate will have account management experience, proficient in...

About the RoleThe Portfolio Retention Business Manager position is a key role within KONE's organization, based in one of our branch or central offices.This position focuses on supporting core 1 and core 2 maintenance customers, providing expert phone support and collaborating with Supervisors to ensure timely responses to customer requirements and proactive...

Join Our TeamWe are seeking an experienced Transaction Advisory Expert to join our Corporate Finance team at Entrepreneurs Hub Limited.The role involves leading the strategy, evaluation, and execution of sell-side mandates for our clients. Our ideal candidate will have extensive experience in UK M&A, with expertise in financial modelling, valuation, and due...

About the RoleThe Portfolio Retention Specialist role is a key position within KONE's branch or central offices. The primary objective of this role is to ensure the satisfaction of core 1 and core 2 maintenance customers by providing exceptional phone support and collaborating with the Supervisor to renegotiate maintenance contracts.The ideal candidate will...