Client Portfolio Leader

Hargreaves Lansdown Asset Management Limited is a leading investment company seeking an experienced Strategic Portfolio Leader to join their team. This exciting role involves driving forward strategic change across the business, working closely with stakeholders to deliver complex projects.As a Strategic Portfolio Leader, you will be responsible for managing...

Key ResponsibilitiesActively chase all debt within the allotted portfolio, using appropriate means (telephone, email, etc.) and update stakeholders as required.Maintain accurate and up-to-date client notes following conversations with clients, using Workday to record status.Have regular face-to-face meetings with stakeholders as required regarding their debt...

About the RoleWe are seeking a skilled Credit Controller on behalf of our client to work on a hybrid basis (2 days in office) for a 6-month FTC. The successful candidate will handle all credit control procedures, actively chase debt within the allotted portfolio, and maintain accurate client notes using Workday. Regular face-to-face meetings with...

Job DescriptionWe are seeking a Client Portfolio Manager to join Clark Wood Limited in Bristol. This role offers the successful candidate a chance to progress into a senior position within the firm.The ideal candidate will be ACA / ACCA Qualified and have relevant experience working in a Business Services or Accounts focused role in practice.Prior experience...

Role OverviewLevitate Recruitment is currently seeking a highly skilled Client Portfolio Manager to join a National Accountancy Practice. The ideal candidate will have a minimum of 3 years of experience as a manager and be able to manage a varied portfolio of clients across different industries.Key ResponsibilitiesManage client relationships, including...

**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...

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...

TRIA is looking for a Technical Portfolio Leader to help shape and deliver our product portfolio.This role will involve working closely with cross-functional teams to define and execute our product strategy.Key Responsibilities:Deliver innovative solutions that align with our company's goals and objectives.Manage the delivery of physical products (cards or...

A forward-thinking accountancy practice in Bristol is searching for a Client Manager to join their dynamic team.About the Job:As a key member of the firm's client delivery team, you will lead and manage the delivery of accounts, tax, and wider services to clients across various industry sectors.You will be responsible for overseeing the delivery of year-end...

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...

Salary & BenefitsThe successful candidate can expect a competitive salary of up to £35,000 per annum, plus benefits such as hybrid working, a 4-day week after probation, coaching, mentoring plans, 25 days holiday, and their birthday off.Job ResponsibilitiesManaging client accounts from cradle to grave, handling various calls and clients on a daily...

Wealth Administration RoleJoin our Client Delivery team as an organised and competent Administrator. You'll work closely with Wealth Planners to maintain and assess high net worth client portfolios, ensuring accurate client information database within specified timelines.Key TasksAdminister the wealth management process using investment platforms and IT...

We are looking for a skilled professional to lead our Private Clients business. As Senior Client Portfolio Manager, you will be responsible for building and managing a personal pipeline of potential clients in the Bristol area.Key Responsibilities:Identify opportunities for leads to other areas of B2B and provide introductions to support our internal...

We are seeking a visionary leader to revolutionize our IT Service Management portfolio. As IT Portfolio Manager, you will oversee the Service Desk, End-User Support, IT Assets & Logistics, and Service Transition functions.The ideal candidate will have a passion for strategic leadership and innovation, with experience in IT service management.Located in...

Pension Administration Portfolio Manager Opportunity">Are you a skilled project leader looking for a new challenge?">We are seeking a highly experienced Principal Project Analyst to join our team and lead project work for occupational pension schemes, ensuring service delivery to a high standard and within agreed deadlines.">This involves overseeing all...

**Job Description:** Private Client Practice LeaderWe are seeking an experienced Private Client Practice Leader to join our top-tier law firm in Bristol. This is a unique opportunity to shape the future of a highly respected Private Client practice, renowned for its expertise in tax, trust, and succession planning.The ideal candidate will have a strong...

About This Opportunity">The Portfolio Group is a market leader in employment law services, seeking an experienced Litigation Consultant to join their team. As an Advocate for workplace rights, the successful candidate will manage cases across the UK with some travel requirements.This role offers a fantastic opportunity to work from home and within the field,...

About the OpportunityWe are offering a fantastic opportunity for a skilled Portfolio Manager to join our team at Workman LLP. As a key member of our property management team, you will be responsible for managing the daily operation of a diverse property portfolio.This is a challenging and rewarding role that requires excellent communication and analytical...

Unlocking Potential with Coyne & Associates We are seeking a Strategic Growth Leader to join our dynamic investment team. As a key member of the team, you will provide tactical and operational support to drive value creation and market-leading performance across our portfolio. Your expertise will be instrumental in guiding investee management teams towards...

Job Overview: As a Regional Assets Leader, you will be responsible for managing a property portfolio on behalf of a single client based in the Bristol area. This is a challenging yet rewarding role that requires strong budgeting, financial management, and administrative skills.Key Responsibilities:Manage a property portfolio on behalf of a single...