Portfolio Management Professional

5 days ago


Exeter, Devon, United Kingdom Michael Page Full time

We require a highly motivated Portfolio Management Professional to join our team in Exeter. This role offers a clear opportunity for progression and development within a successful firm.

The ideal candidate will be ACA/ACCA qualified or equivalent, with a career background developed within accountancy practice. You will have skills across audit, accounts, tax, and general accountancy practice service delivery to a wide range of sole traders, partnerships, and limited company clients, developed within an accountancy practice firm environment of any size.

The estimated salary for this position is £60,000 - £80,000 per annum, depending on experience.

Key Requirements:
  • Strong technical skills in accountancy and taxation
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

  • Portfolio Manager

    1 month ago


    Exeter, Devon, United Kingdom Ritz Recruitment Full time

    We are seeking a highly motivated and organized Graduate Portfolio Manager to join our team at Ritz Recruitment. The ideal candidate will have a recent graduate or someone looking to start a career within property.Key Responsibilities:Manage the transition and integration of new acquisitions into the businessDevelop, manage, and motivate our ambassador and...

  • Portfolio Manager

    1 month ago


    Exeter, Devon, United Kingdom Ritz Recruitment Full time

    We are seeking a talented Graduate Portfolio Administrator to join our team at Ritz Recruitment. The ideal candidate will be a recent graduate or someone looking to start a career in property.Key Responsibilities:Manage the transition and integration of new acquisitions into the businessDevelop and manage the ambassador and agent network to achieve letting...


  • Exeter, Devon, United Kingdom CRA GROUP LIMITED Full time

    Job Title: Portfolio Planning ManagerAs a key member of the CRA GROUP LIMITED team, you will be responsible for building project and programme planning capability within the Met Office. Your role will involve developing clear vision and standards, championing the use of best practice project planning standards, tools, and processes.Key Responsibilities:*...


  • Exeter, Devon, United Kingdom CRA GROUP LIMITED Full time

    Job SummaryAs a Portfolio Office Planning Manager at CRA GROUP LIMITED, you will be responsible for building project and programme planning capability within the organization. This involves developing clear vision and standards, championing best practice project planning standards, tools, and processes, and managing dependencies across the portfolio of...


  • Exeter, Devon, United Kingdom Lambert Smith Hampton Full time

    The Portfolio Manager is responsible for the delivery of management services to a portfolio of residential and mixed-use buildings and estates. This role will be the direct interface with the Client/Freeholder and Leaseholders within their portfolio.Responsibilities & DutiesProperty Inspections and MaintenanceInspections and ReportsFinanceBudgets and Client...


  • Exeter, Devon, United Kingdom Michael Page (UK) Full time

    Trust Tax Manager OpportunityA HNWI Portfolio Manager is needed for a top-tier firm in Exeter. As a key member of our private client and trust tax team, you will be responsible for advising clients on complex tax matters and managing a wide-ranging portfolio of trust cases. You will also be involved in tax planning project work across inheritance tax, CGT,...


  • Exeter, Devon, United Kingdom Michael Page Full time

    Job Title: Client Portfolio ManagerA successful firm of chartered accountants in Exeter seeks a Client Manager to oversee a diverse client portfolio, delivering year-end accounts, tax, and advisory services, while managing and developing teams.Key Responsibilities:Managing client relationshipsDelivering servicesContributing to the firm's growthThe ideal...


  • Exeter, Devon, United Kingdom RELX Full time

    Job SummaryWe are seeking an experienced Operational Portfolio Manager to join our team at RELX. This role will involve managing operational processes for a portfolio of academic journals, building and maintaining relationships with global stakeholders, and identifying trends in data to drive process improvements.About the RoleThe successful candidate will...


  • Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time

    Professional Services Firm Seeking Financial PlannerWe are Cathedral Appointments Ltd, a dynamic professional services firm looking for a talented Financial Planner to join our team. This is an exciting opportunity for a skilled individual who wants to utilise their expertise in financial planning to help our clients achieve their financial goals.Job...


  • Exeter, Devon, United Kingdom CV-Library Full time

    Property Manager / Block Manager OpportunityOur client is a leading national property management business in Europe, overseeing a vast portfolio of properties across the UK, including Exeter and Somerset.We are seeking an experienced Property Manager / Block Manager to join our team, working from home with the option to use our Exeter office as required.The...


  • Exeter, Devon, United Kingdom Connectus Recruitment Full time

    Fast-growing company in the property management sector is seeking an experienced Property Manager to oversee a portfolio of 20 properties based from Swindon to Devon. As a key member of our team, you will be responsible for managing c1000 units and working closely with clients, residents, contractors and colleagues.The successful candidate will have...


  • Exeter, Devon, United Kingdom Sarah West Recruitment Ltd Full time

    Group Pricing ManagerExeter/HybridUp to £54kWe are seeking an experienced professional with a background in pricing strategy to manage our vast product portfolio. The ideal candidate will have a strong analytical mindset, experience in pricing strategy, and proficiency in using business intelligence tools for data analysis and reporting. Key...


  • Exeter, Devon, United Kingdom CRA GROUP LIMITED Full time

    Job Description:As a Senior Portfolio Planner at CRA GROUP LIMITED, you will be responsible for:Developing and implementing best practice project planning standards, tools, and processes across the portfolio.Key Responsibilities:Build and maintain a high-performing project planning capability within the portfolio.Identify and lead the introduction of best...


  • Exeter, Devon, United Kingdom Connectus Recruitment Full time

    Company Overview: Our client, a fast-growing and forward-thinking company, is seeking an experienced Property Portfolio Manager to oversee a portfolio of 20 properties based in Swindon to Devon. With a strong focus on autonomy, ownership, and creative freedom, this role offers the perfect opportunity for a motivated individual to elevate their career.Salary:...


  • Exeter, Devon, United Kingdom Portfolio HR & Reward Full time

    Portfolio HR & Reward is currently seeking an experienced Reward and Benefits Strategist to join our team in the UK. This exciting opportunity will involve implementing total reward packages, supporting annual salary review processes, and working with external partners to design and manage employee and partner benefits.About the Role:We are looking for a...


  • Exeter, Devon, United Kingdom CRA GROUP LIMITED Full time

    We are seeking a highly skilled Strategic Portfolio Planning Manager to join our team at CRA GROUP LIMITED. This is a fantastic opportunity for an experienced professional to lead the planning process and drive business growth.About the RoleThe successful candidate will be responsible for developing and implementing effective planning strategies to support...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Full time

    Company OverviewTaylor Rose Recruitment, a leading recruitment agency, has been instructed to find a Private Client Tax Manager or Senior Manager for a reputable firm in Exeter. This is an excellent opportunity for a Chartered Tax Adviser (CTA) with personal tax expertise looking to advance their career.About the RoleThis is a challenging and rewarding...


  • Exeter, Devon, United Kingdom Hawksmoor Investment Management Full time

    Job OverviewWe are seeking a highly experienced and skilled Senior Operations Director to lead our Fund Operations team in Exeter.Key ResponsibilitiesOversee the delivery of administration services for unitised products and model portfolios, including literature production, fund valuation reconciliation, and data provision to clients and third...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Discover a challenging opportunity at a reputable firm in Exeter as a Tax Specialist. This role is perfect for a Chartered Tax Adviser (CTA) Personal Tax professional seeking to advance their career, with a focus on flexibility and work-life balance.About the RoleYou will manage a diverse private client tax portfolio, identify tax planning opportunities,...


  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    **Tax Specialists at Taylor Rose Recruitment Ltd**We are seeking a highly skilled Private Client Tax Manager or Senior Manager to join our client, a reputable firm in Exeter.This is an excellent opportunity for a CTA Personal Tax professional looking to take the next step in their career, with a focus on flexibility and work-life balance.The successful...