Financial Portfolio Manager

2 weeks ago


Altrincham, United Kingdom Hardy Booth Recruitment Full time
Join a Thriving Independent Firm as a Chartered Financial Advisor

We are seeking an experienced and ambitious Financial Advisor to join our thriving independent firm in South Manchester. As a Chartered advisor, you will inherit a busy and profitable portfolio of clients and be responsible for nurturing relationships and providing exceptional advice.

About the Role

Salary: £40,000 - £50,000 + Bonus
Job Type: Full-time
Location: South Manchester

This is an excellent opportunity for a qualified Financial Advisor to take their career to the next level with a reputable and innovative company. We offer a comprehensive range of benefits, including support for Chartered status and a competitive salary with bonus potential up to £80,000.

Key Responsibilities:

  • Nurture existing client relationships and develop new business opportunities
  • Provide exceptional financial advice and guidance to clients
  • Maintain accurate records and meet compliance requirements

Requirements:

  • Minimum Level 4 qualification in Financial Advice
  • Chartered or working towards Chartered status
  • Experience in a Financial Advisor role, preferably within a whole-of-market firm

We are committed to attracting and retaining top talent and offer a dynamic and supportive work environment. If you are a motivated and customer-focused Financial Advisor looking to progress your career, please apply today



  • Altrincham, Trafford, United Kingdom Hardy Booth Recruitment Full time

    Job OverviewWe are seeking a skilled Financial Portfolio Manager to join our team in South Manchester.This is an exciting opportunity for a qualified and ambitious individual to manage a busy and profitable portfolio of clients.The successful candidate will have experience in financial advisory positions and be Chartered or willing to obtain Chartered...


  • Altrincham, Trafford, United Kingdom Hardy Booth Recruitment Full time

    Role DescriptionFinancial Advisor - South Manchester OpportunityWe are looking for a highly motivated and experienced Financial Advisor to join our team in South Manchester.The successful candidate will have a proven track record of providing high-quality financial advice and building strong relationships with clients.As a Financial Advisor with Hardy Booth...

  • Portfolio Manager

    1 day ago


    Altrincham, Trafford, United Kingdom Dandara Full time

    We are seeking a skilled Portfolio Manager to drive the financial performance of our dynamic portfolio and ensure that it continues to meet the high standards we expect.Dandara Living is a leader in the Build to Rent sector, with a diverse portfolio of over 4,000 units across the UK.About the RoleThis is an excellent opportunity to contribute to the success...

  • Portfolio Manager

    1 month ago


    Altrincham, United Kingdom Dandara Full time

    Company OverviewDandara is a market-leading developer in the living sector, delivering high-quality residential developments and exceptional living experiences.We are seeking an experienced Portfolio Manager to join our team and drive financial performance across our Build-to-Rent portfolio.


  • Altrincham, Trafford, United Kingdom Hardy Booth Recruitment Full time

    About the Role:We are seeking a Portfolio Investment Manager to join our team in South Manchester. As a Portfolio Investment Manager, you will be responsible for managing a busy and profitable portfolio, building relationships with clients, and providing them with expert financial advice.Responsibilities:Managing a portfolio of clients, including building...


  • Altrincham, Trafford, United Kingdom Dandara Full time

    Job Title: Asset Portfolio ManagerWe are seeking an experienced Asset Portfolio Manager to oversee the financial performance of a dynamic portfolio.The successful candidate will be responsible for driving revenue growth and ensuring the smooth operation of a diverse asset base.This is a key role in the Build to Rent sector, offering a unique opportunity to...

  • Portfolio Manager

    1 week ago


    Altrincham, United Kingdom D&R Partners Recruitment Limited Full time

    An established Property Finance firm based in Altrincham seek to recruit an Portfolio Manager that will support their Commercial Real Estate Loan Management business, **Responsibilities for the Portfolio Manager Role: Real Estate - Property Finance** - Support cradle to grave loan portfolio management and underwrite assets, covering a diverse range of Real...


  • Altrincham, Trafford, United Kingdom Clark Wood Full time

    At Clark Wood, we are passionate about delivering exceptional recruitment services to our clients in the UK public practice sector.Our team is currently supporting a top regional firm of chartered accountants in finding a highly skilled Accounting Portfolio Manager to lead their accounting teams in Altrincham.This challenging role will require you to manage...


  • Altrincham, Trafford, United Kingdom Dandara Full time

    Portfolio Manager OpportunityWe are seeking a seasoned Real Estate Portfolio Manager to join our team at Dandara Living. In this key role, you will oversee the management of our comprehensive portfolio, focusing on financial performance, risk management, and strategic growth. Your expertise will help us maintain our position as a leader in the Build to Rent...


  • Altrincham, United Kingdom Dandara Full time

    About Dandara">Dandara is a market-leading developer in the living sector, delivering Build-to-Rent, Single Family Housing and Purpose-Built Student Accommodation. Our expertise encompasses land acquisition, design, development, procurement, site delivery, and property and asset management.">Job Summary">We are seeking an experienced Asset Portfolio...

  • Portfolio Manager

    3 days ago


    Altrincham, United Kingdom BROOKE HARRISON RECRUITMENT LIMITED Full time

    Brooke Harrison Recruitment are looking for a Portfolio Manager to join the team as they go through their next phase of expansion. We are looking for hungry professionals, who are looking for a career in a thriving industry. **Location**: Altrincham **Salary**: £35k to £45k depending on experience + bonus’ **Contract**: Full time working, Monday to...

  • Portfolio Manager

    2 days ago


    Altrincham, Trafford, United Kingdom Hardy Booth Recruitment Full time

    As a Financial Advisor at our company, you will play a key role in helping our clients achieve their financial goals. With a diverse portfolio of clients, you will have the opportunity to develop your skills and knowledge in a variety of areas, including investment management and pension planning.The ideal candidate will have a strong understanding of...


  • Altrincham, United Kingdom Four Financial Full time

    **Finance Business Partner** **South Manchester - Investment & Acquisition** **Salary - up to £60k (Dependant on experience & Qualification)** **Benefits - Competitive benefits package + Hybrid & flexible working** **Expectation that you will travel to client sites x2 days per week - Company car provided** Well established and rapidly growing...


  • Altrincham, United Kingdom Dandara Full time

    About Dandara Living">Dandara Living is one of the UK's leading designers, developers, and operators of large-scale Build-to-Rent properties, with a proven track record in creating and delivering award-winning, landmark residential developments.">Job Opportunity">We are looking for an experienced Financial Performance Manager to join our team, responsible...


  • Altrincham, United Kingdom BROOKE HARRISON RECRUITMENT LIMITED Full time

    Brooke Harrison Recruitment are looking for a Trainee Portfolio Manager to join the team as they go through their next phase of expansion. We are looking for hungry professionals, who are looking for a career in a thriving industry and to progress within the role **Location**: Altrincham **Salary**: Ranging from £22k to £28k + performance...


  • Altrincham, Trafford, United Kingdom Bennett and Game Recruitment LTD Full time

    About Our ClientBennett and Game Recruitment LTD are a multi-disciplined technical recruitment agency operating across the UK with specialist teams covering a range of industries.We are acting as a Recruitment Agency in relation to this vacancy, and we would like to take this opportunity to outline the key responsibilities and requirements of the role.Senior...


  • Altrincham, Trafford, United Kingdom Hardy Booth Recruitment Full time

    About the RoleWe are currently recruiting for a Financial Advisor to work with a busy and interesting portfolio in South Manchester.Provide exceptional financial advice to clients, driving their success through tailored solutions.Work collaboratively with clients to understand their goals and objectives, developing effective strategies to meet their...


  • Altrincham, Trafford, United Kingdom Michael Page (UK) Full time

    We have an exciting opportunity for a talented Auditor and Financial Services Manager to join our team at Michael Page (UK) in Altrincham. As an Auditor and Financial Services Manager, you will be responsible for managing a portfolio of 8 audit clients, preparing financial statements, and ensuring compliance with internal and external requirements.About Our...


  • Altrincham, Trafford, United Kingdom Exact Search UK Limited Full time

    Exact Search UK Limited, a leading insurance brokerage, is seeking a highly skilled Insurance Portfolio Manager to join their team. The ideal candidate will have excellent communication and organizational skills, with the ability to manage multiple clients and ensure seamless delivery of tailored insurance solutions.The successful candidate will be...


  • Altrincham, Trafford, United Kingdom Bennett and Game Recruitment LTD Full time

    **Job Description:**">Bennett and Game Recruitment LTD is seeking a financial management leader to join their Altrincham, Trafford office as a senior manager. This role offers a great opportunity for a fully ACCA/ACA qualified professional with at least 5 years of PQE to work closely with practice directors and provide hands-on service to a portfolio of...