Client Portfolio Manager

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 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...

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...

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...

Lawes Insurance Recruitment is seeking a Commercial Client Portfolio Manager to join their specialist team based in the Southern counties. This role offers an excellent opportunity for a seasoned professional to leverage their expertise and drive business growth within a leading Insurance Brokerage.Job OverviewAs a Commercial Client Portfolio Manager, you...

Flexicruit is seeking a Financial Portfolio Manager to join our team. As a key member of our accounting department, you will be responsible for managing all facets of bookkeeping for our client portfolio.Responsibilities include reconciling bank transactions, supervising an outsourced team, handling purchase and sales ledgers, and processing staff expenses....

Company OverviewWorkman LLP is a leading property management company with a diverse portfolio of commercial, industrial, and retail properties. Our team of experts works closely with clients to enhance the value of their portfolios.

About the RoleWe are seeking a highly skilled Portfolio Manager to join our team in Bristol. As an Investment Director, you will be responsible for maintaining existing client relationships and developing new business opportunities.Key ResponsibilitiesMaintain and develop existing client relationshipsDevelop new business opportunities through individual...

Job OverviewWe are seeking a highly skilled Portfolio Development Manager to join our team in Bristol. As a key member of our investment management team, you will be responsible for driving business growth and developing high-value relationships with clients.The estimated annual salary for this role is around £80,000 - £100,000 plus bonus and comprehensive...

Exciting Opportunity in Property ManagementWe are seeking a motivated and customer-focused individual to join our team as a Property Portfolio Manager in Bristol. As a leading employer in the Property sector, we offer structured training and a long-term career path for successful candidates.This is an excellent opportunity to build a career in Property and...

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...

Job Title: Property Portfolio ManagerAbout the Role:This is an exciting opportunity to lead a property manager for a single client with a regional property portfolio near Bristol. The successful candidate will be responsible for budget setting, cost control, and service charge recovery/administration.Main Responsibilities:Budget settingCost controlService...

Job SummaryWe are seeking an experienced Financial Portfolio Manager to join our team at Workman LLP. As a key member of our accounting department, you will be responsible for managing the day-to-day financial processes and ensuring accurate and timely reporting for our diverse property portfolio.About the RoleThis is a challenging and rewarding opportunity...

About GB001 Marsh LtdWe are a global organisation with a market-leading presence, offering long-term career progression opportunities.Job DescriptionAs an Insurance Portfolio Manager at GB001 Marsh Ltd, you will be responsible for managing a portfolio of large, complex clients. This includes identifying strategies for risk management and leading insurance...

Job Description:We are seeking a highly motivated and experienced Pensions Portfolio Manager to join our team in Bristol. As a Pensions Portfolio Manager, you will be responsible for managing your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis.Key Responsibilities:Manage your own clients and schemesLiaise with...

About the RoleWe are looking for a talented Portfolio Manager to join our team in Bristol. The ideal candidate will have a strong background in financial planning, excellent analytical skills, and a client-centered approach.This role involves conducting comprehensive financial research, supporting Financial Planners in client meetings, and managing client...

Company Overview:First 2 Recruit, a renowned recruitment agency, is seeking an exceptional Personal Tax Portfolio Manager to join their team. The ideal candidate will have a strong background in personal tax and experience in managing high net worth private clients.Salary:The estimated annual salary for this role is £65,000, depending on experience.Job...

About the RoleWe are seeking a dedicated and experienced Property Manager to join our client, a well-established and friendly Lettings and Sales Agency based in North Bristol.Job DescriptionManage your own tenancy portfolio in a fast-paced and supportive environment.Working HoursMonday to Friday: 08:45 - 17:30. We offer an exciting opportunity to work with a...

**Job Summary**We are looking for a highly skilled Client/Portfolio Manager to manage a portfolio of clients in the financial services sector. The successful candidate will be responsible for delivering excellent client service, ensuring accurate accounting records, and overseeing the day-to-day management of a department.

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...