Client Portfolio Manager

Senior Client Advisor Job DescriptionThis is an exciting opportunity to work as a Senior Client Advisor with a well-established firm in Harrow. The role involves managing a portfolio of clients, leading audits from planning to completion, reviewing and training semi seniors, and preparing and submitting statutory accounts and tax returns.Key...

Job Overview:Banking Portfolio Manager sought to manage bilateral credit/syndication loan accounts for Bank. Key responsibilities include loan reporting, processing, and agency tasks, as well as coordination with solicitors and performance of back-office functions.Job Summary:The successful candidate will have strong organizational and time management...

At Sheridan Ward Recruitment Services Limited, we are seeking an experienced Portfolio Management Associate to join our team. As a key member of our property management department, you will be responsible for managing a small portfolio of clients or overseeing financial support service clients' administration.The ideal candidate will have previous experience...

Job DescriptionThe key to success in this role lies in effectively managing a portfolio of Bilateral Credit/Syndication Loan accounts, encompassing comprehensive reporting and agency duties.**Primary Responsibilities:**Managing Bilateral Credit/Syndication loans requires close attention to detail and strong organizational skills.Establishing effective...

Required Skills and QualificationsTo succeed in this role, you will need:ACA/ACCA QualifiedUK chartered accountancy practice experienceExperience in leading audit assignmentsProficiency in CCH Accounts production, CCH Corporation tax software, Xero, MS Excel skills, Pro-audit software, and virtual cabinetPlease note that while experience in these areas is...

About the RoleWe are looking for a Portfolio Management Professional to join our team in Harrow. This exciting opportunity involves managing a portfolio of clients, leading audits from planning to completion, and reviewing and training semi-senior staff.The successful candidate will have ACA/ACCA qualification, UK chartered accountancy practice experience,...

Are you looking for a new challenge in property management?We have an exciting opportunity for an experienced Assistant Property Manager to join our team at Sheridan Ward Recruitment Services Limited.Job Description:As an Assistant Property Manager, you will be responsible for assisting the Property Manager with progressing actions arising from Health and...

**Key Responsibilities**: - Direct communication with clients - To manage a portfolio of clients - Assisting clients with software and queries - Assist senior staff with audits - To prepare and submit corporation tax returns - To prepare and submit statutory accounts - FRS 102 1A - Limited Companies and LLPs **Essential Skills and Experience**: - ACCA/ACA...

**Client Manager** **BRAND NEW OPPORTUNITY!!** Sheridan Ward is working with a great company based in Harrow and they are looking for a Client Manager to come in and hit the ground running within the business. As a Client manager you will need to be a great communicator as you will be answering inbound calls, dealing with queries, booking appointments...

We are seeking a Portfolio Management Advisor to join our team at Austin Fraser. As a part-time Senior Client Advisor, you will be responsible for managing a portfolio of clients and leading audits from planning to completion. This is an exciting opportunity to join a well-established firm in Harrow and work with a diverse range of clients.About the...

Sheridan Ward Recruitment Services Limited is seeking a highly motivated and experienced Assistant Property Manager - Portfolio Oversight to join our team. In this role, you will be responsible for managing a small portfolio of clients or overseeing financial support service clients' administration.You will work closely with Property Managers to progress...

Rapid Recruitment Services is proud to offer a challenging and rewarding role for a skilled Senior Accountant/Manager. Based in North West London, this position requires a highly experienced professional who can take charge of a portfolio of clients.The successful candidate will enjoy a competitive salary of up to £70,000, depending on experience, as well...

Senior Client Advisor RoleWe are seeking an experienced professional to fill the position of Senior Client Advisor. The ideal candidate will have a strong background in auditing and accounts management, excellent communication skills, and the ability to work independently.About the Job:Manage client relationships and develop tailored services to meet their...

We are seeking an exceptional Client Support Specialist - Property to join our team at Sheridan Ward Recruitment Services Limited!In this role, you will assist property managers with progressing actions arising from health and safety reports, monitor building-specific mailboxes, and manage a small portfolio or oversee financial support clients. Your strong...

Senior Client Advisors... we need you! Spencer Clarke Group are recruiting for the exciting role of Senior Client Advisor (80% Accounts, 20% Audit) based in a well-established firm in Harrow. What is on offer for you? £47,000 - £55,000 DOE Monday-Friday: 25 hour week (Part time role) Hybrid: (3 office / 2 wfh) 20 days A/L + BH (1 extra day per...

**Client Account Manager** **Location: Harrow** **Salary: £35k per year** Our client takes a meticulous and attentive approach to debt collection, providing a complete service including debt recovery, tracing, credit reporting, and legal solutions. **The Role**: Their looking for an **Account Manager** who is experienced supporting clients’ needs and...

Exceptional opportunity has arisen for a client who has always set out to provide that something different and make your work experience that bit more interesting too: They are looking for a client manager/practice manager who is looking for a hands on role You will be a qualified accountant (ACA/ACCA), and have a solid practice background, demonstrating...

**Property Manager** **Harrow, Middlesex** **£35,000 + Pension** One of our favourite clients are looking for a Property Manager to manage a portfolio of rented/leased properties. **Some of your duties will include**: - Supporting the day to day management of a portfolio of commercial properties - Acting as main point of contact for tenants and dealing...

Senior Client Advisors... we need you!Spencer Clarke Group are recruiting for the exciting role of Senior Client Advisor (80% Accounts, 20% Audit) based in a well-established firm in Harrow.What is on offer for you?£47,000 - £55,000 DOEMonday-Friday: 25 hour week (Part time role)Hybrid: (3 office / 2 wfh)20 days A/L + BH (1 extra day per year of...

About the Role: We are seeking a seasoned Private Client Solicitor to join our esteemed team in Greater London. With 3+ years' PQE, you will bring expertise in probate, wills, trusts, and tax, powers of attorney, estate planning, advising elderly clients, and Court of Protection matters. Your exceptional communication skills, strong teamwork abilities, and...