Portfolio Manager Support Specialist

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...

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...

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...

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...

About the JobWe are seeking a highly skilled Commercial Portfolio Specialist to join our team at Workman LLP. As a Senior Property Management Surveyor, you will be responsible for managing a diverse property portfolio, including commercial, industrial, and retail properties.Your primary objective will be to deliver exceptional results by working closely with...

**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...

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...

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...

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 RoleWe are looking for a highly skilled Portfolio Management System Manager to join our team at Imperial Brands. As the primary point of contact for our project teams and portfolio owners, you will be responsible for providing technical support, maintaining data integrity, and driving system improvements.Key Accountabilities:Platform Management:...

About Portfolio Payroll LimitedPortfolio Payroll Limited is seeking a highly skilled Payroll Manager Consultant to join their team on a fixed-term contract basis.

About the Role:As a key member of our team, you will be responsible for analysing and driving insight into our Strategic Change Portfolio to inform high-quality decisions at local and senior levels.You will act as an SME for best practice across our IMPO and delivery community, ensuring we continuously improve our delivery frameworks, controls, and...

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...

About the RoleRSM is seeking an experienced Corporate Tax Portfolio Manager to join our Bristol team.This is a fantastic opportunity for someone with solid corporate tax experience and an interest in team development.The ideal candidate will have excellent leadership skills, strong client handling and project management abilities, and a proven track record...

Job Overview: We are seeking an experienced Property Portfolio Specialist to join our team in Bristol. The successful candidate will provide professional support to the Property Partners in the delivery of property related solutions to requirements identified in Asset Management Plans.Salary & Benefits: This is a full-time role with a salary range of...

About the RoleAlexander Mae (Bristol) Ltd is expanding its presence in central Bristol and requires an experienced Portfolio Manager to join our team. The successful candidate will oversee the performance of our portfolio, develop strategies to improve yields, and manage relationships with key stakeholders.This is an exciting opportunity for a results-driven...

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...

Job SummaryImperial Brands is seeking a skilled Portfolio Management System Manager to join our team. As the primary point of contact for our project teams and portfolio owners, you will provide technical support, maintain data integrity, and drive system improvements.Main Job Responsibilities:Manage the Planview Portfolios platform, ensuring data integrity...

Are you a seasoned Trust Manager looking for a new challenge? We have an exciting opportunity for a Tax and Trusts Administrator Lead to join our dynamic team.Job DescriptionThis role involves working closely with the Trust Director, Partners, and other members of the team to provide efficient trust administration services.ResponsibilitiesManaging a...