Client Portfolio Management Expert

4 weeks ago


Manchester, United Kingdom Azets Full time

Azets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. We are currently seeking a highly skilled and experienced Client Portfolio Management Expert to join our team.

Job Responsibilities

You will be responsible for owning and managing a client portfolio with a higher level of client responsibility, overseeing your team's portfolios and inputting to workflow planning.

  • You will use your expert eye to assimilate high volumes of complex material and produce evidence and content to support the investigations you are managing.
  • You will build your experience through supporting and delivering evidence in Court and producing innovative and proactive initiatives to support the Partner in their business development.
Requirements

To be successful in this role, you will need prior experience of working within this field and a detailed understanding of audit. A recognised accounting qualification such as ACA/ACCA/CA is essential.

The estimated salary for this position is £70,000 - £100,000 per annum, depending on experience. Our benefits package includes hybrid & flexible working, birthday leave, professional subscription, and much more.



  • Manchester, United Kingdom The Portfolio Group Full time

    The Portfolio Group is an award-winning specialist recruitment agency with a strong track record recruiting at all levels of the market. We are seeking a motivated Recruitment Partner to join our team.Job DescriptionYou will be responsible for:Acting as a focal point of Portfolio Group, building on existing partnerships and relationships with...


  • Manchester, United Kingdom Stride Resource Management Ltd Full time

    At Stride Resource Management Ltd, we're seeking an experienced Client Portfolio Manager to join our team. As a Residential Insurance Specialist Lead, you'll play a crucial role in supporting Account Executives and delivering top-notch service to our clients.About the RoleWe estimate the salary for this position to be around £60,000 - £80,000 per annum,...


  • Manchester, United Kingdom S&P Global Full time

    About the Position:We are seeking an experienced Portfolio Management Expert to join our team at S&P Global. As a key member of our team, you will be responsible for developing and implementing strategic plans for derivatives portfolio management & trading.Your Key Responsibilities:Develop and implement strategic plans for derivatives portfolio management &...

  • Portfolio HR Advisor

    23 hours ago


    Greater Manchester, United Kingdom The Portfolio Group Full time

    **Career Advancement Opportunities**The Portfolio Group is seeking an experienced HR Advisor to join their team. As a key member of the HR department, you will provide expert advice to clients on HR-related issues, including absence management, grievances, disciplinaries, etc.You will work closely with the clients to understand their needs and provide...


  • Manchester, United Kingdom Savills Full time

    About the PositionSavills is seeking a highly skilled Client Portfolio Manager to join our team in Manchester. This is an exciting opportunity to work with a leading property services company and be responsible for managing client portfolios and ensuring that all financial transactions are accurately recorded and reported.The ideal candidate will have strong...


  • Manchester, United Kingdom The Portfolio Group Full time

    Regulatory Compliance RoleWe are seeking a skilled Workplace Risk Manager to provide expert guidance and support to clients across various industries.In this role, you will be responsible for ensuring clients' operations are safe and compliant with regulatory requirements, while also offering training courses in key areas such as health and safety.Main...


  • Manchester, United Kingdom GB035 Mercer (UK) Limited Full time

    About the Role">We are seeking a Client Portfolio Manager to join our team in Manchester, Edinburgh, or Bristol. As a key member of our Pension Retention team, you will be responsible for managing a portfolio of clients and ensuring their needs are met.">About Us">Mercer Marsh Benefits is part of the Marsh McLennan family, offering expertise in people risks,...


  • Manchester, United Kingdom AQA Full time

    OverviewAQA is a dynamic organization dedicated to delivering high-quality education services. We are seeking a Change Management Portfolio Expert to join our team and lead portfolio delivery and reporting efforts.Key ResponsibilitiesLead portfolio delivery and reporting efforts to drive business outcomesDevelop and maintain strong relationships with...


  • Manchester, United Kingdom Portfolio Payroll Limited Full time

    Job SummaryWe are seeking an experienced Payroll Administrator to join our team at Portfolio Payroll Limited, based in the Manchester area. This is a high-volume, fast-paced role that requires strong technical skills and excellent communication abilities.About the RoleThe successful candidate will be responsible for managing their own portfolio of clients,...


  • Manchester, United Kingdom Stride Resource Management Ltd Full time

    Job SummaryWe are seeking a skilled Insurance Portfolio Manager to join our brokerage team. The ideal candidate will have a strong understanding of commercial insurance products and be able to adapt this knowledge to corporate risk.About the RoleThe successful candidate will be responsible for managing and expanding the company's corporate risk portfolio....


  • Manchester, United Kingdom The Portfolio Group Full time

    Pursuing a leadership role at The Portfolio Group requires the ability to drive business growth through exceptional client experiences. As a Client Experience Manager, you will lead and manage a team that provides top-notch support and training to customers.We pride ourselves on being industry leaders, supporting over 80,000 organisations and 13 million...


  • Manchester, United Kingdom The Portfolio Group Full time

    At The Portfolio Group, we are seeking an exceptional Client Service Manager to join our team in Manchester. This is a fantastic opportunity to work with an award-winning HR Software provider that offers people solutions to over 50,000 clients worldwide.The successful candidate will play a key role in implementing and maintaining best practices, improving...


  • Greater Manchester, United Kingdom The Portfolio Group Full time

    We are recruiting for a People and Performance Expert to join our team at The Portfolio Group.This is a unique opportunity to work with a leading multinational HR & Employment Law services client, advising on a wide range of HR processes and procedures, as well as Employment Law for over 30,000 clients across various sectors.As a People and Performance...

  • Payroll Expert

    2 weeks ago


    Manchester, United Kingdom Portfolio Payroll Limited Full time

    Portfolio Payroll Limited is seeking a highly skilled Payroll Expert to join their established team in Manchester.Job DescriptionThis exciting opportunity involves advising on all aspects of payroll processing and compliance, highlighting commercial options that can assist the client/business, supporting the sales team, and undertaking coaching/training...

  • Client Care Manager

    5 days ago


    Manchester, United Kingdom The Portfolio Group Full time

    The Portfolio Group is seeking a talented Client Care Manager to join our team in Manchester. This exciting opportunity will see you work with an award-winning HR Software provider, helping them deliver exceptional customer service and drive business growth.About the RoleAs a Client Care Manager, you will be accountable for delivering outstanding customer...


  • Manchester, United Kingdom The Portfolio Group Full time

    Join Our TeamThe Portfolio Group is an award-winning specialist recruitment agency seeking a skilled Recruitment Partner to join our team. As a key member of our team, you will be responsible for building and managing your own desk, interacting with existing clients, and growing current business through strong relationships and market knowledge.Key...


  • Manchester, United Kingdom moorepay Full time

    Job Description:As a Client Portfolio Specialist at Moorepay, you'll be responsible for managing a portfolio of clients and developing strong relationships with customers. You'll have a comprehensive understanding of their businesses and be able to identify their requirements to present back a commercially viable solution from within our product...

  • Senior Accountant

    1 week ago


    Manchester, United Kingdom Xeinadin Group Full time

    About the OpportunityWe are seeking an experienced Senior Accountant to join our team at Xeinadin Group. As a key member of our advisory team, you will be responsible for delivering a high-quality service to our client portfolio, ensuring compliance with statutory requirements and managing compliance work efficiently.This is an exciting opportunity to work...


  • Manchester, United Kingdom BNY Full time

    About the RoleThe Client Portfolio Manager II is a crucial position within our Corporate Trust team in Manchester, UK. This individual will be responsible for overseeing a portfolio of loans, tracking lender assignments, and maintaining accurate records. With a focus on delivering exceptional client experiences and fostering strong working relationships with...


  • Manchester, United Kingdom Pinsent Masons group Full time

    We are seeking a skilled Property Portfolio Manager to join our Managed Legal Services team. In this role, you will be responsible for managing a large and varied portfolio of assets, working closely with clients to ensure compliance with lease terms, and providing expert advice on asset management matters.About the CompanyPinsent Masons is a leading...