Financial Portfolio Administrator

Join our dynamic financial planning practice as a Financial Adviser and expand your career with our comprehensive training and support. You will be working closely with a team of experienced professionals to provide first-class financial advice to a diverse range of clients.Key Responsibilities:Deliver tailored financial advice to clients on investments,...

Job SummaryThe Openwork Partnership is seeking a highly skilled Financial Monitoring Senior Administrator to join our team. As a key member of our Financial Monitoring team, you will play a vital role in maintaining and reporting on Appointed Representatives (AR) related activities and providing support to the Financial Monitoring Assessors where...

CMD Recruitment is seeking an experienced Client Accounting Portfolio Manager to join our team.The ideal candidate will have a strong background in accountancy and a passion for business. They will be responsible for building deep relationships with clients, working alongside a professional support network, and reviewing financial information to focus on tax...

The OpportunityAs a key member of The Openwork Partnership team, you will play a crucial role in maintaining and reporting on Appointed Representative (AR) related activities. You will provide support to the Financial Monitoring Assessors where required, ensuring the efficient management of AR financial monitoring data. Your expertise will be essential in...

Real Estate and Infrastructure Operations TeamThe Real Estate and Infrastructure Operations Team is responsible for providing financial accounting, statutory accounting, administration, and management reporting functions for the fund(s) allocated to them. As a member of this team, you will play a key role in ensuring the accurate and timely production of...

Job Role: Client Portfolio AssociateAs a Client Portfolio Associate at Trilogic Recruitment Ltd, you will play a vital role in assisting with new client onboarding, ensuring seamless transitions and fostering strong relationships. Your expertise in accountancy and business acumen will be invaluable in providing guidance on financial matters and analyzing...

Job Title: Head of Digital PortfolioCompany: Symmetry Search & Staffing SolutionsRole Summary: We are seeking a seasoned professional to lead our digital portfolio, driving strategic initiatives and projects that align with our business objectives and enhance customer experience.About the Role:As the Head of Digital Portfolio, you will be responsible for...

Account Management RoleWe are seeking an experienced account manager to join our team. The ideal candidate will have a strong background in accounting and finance, with expertise in financial reporting standards and book-keeping.Key responsibilities will include managing a portfolio of clients, preparing and reviewing accounts, and managing VAT and...

About the RoleWe are seeking a highly skilled Assistant Client Accountant to join our team at Workman LLP. As a key member of our accounting department, you will be responsible for ensuring the accurate and timely accounting of diverse property portfolios.Key responsibilities will include:Processing financial data and preparing monthly and quarterly client...

About Workman LLPAs the UK's leading independent commercial property management specialist, Workman has an enviable position within the property industry.We are seeking a highly skilled Senior Financial Accountant to join our team. In this role, you will be responsible for managing client relationships, ensuring accurate and timely delivery of accounting...

Audit Manager for Michael Page FinanceJob SummaryMichael Page Finance is seeking a highly skilled Auditing Team Lead to manage a diverse portfolio of clients and drive exceptional results.Key ResponsibilitiesManage a portfolio of clients across various industries and ensure timely completion of audits.Lead and mentor a team of auditors to deliver...

A challenging opportunity has arisen for an experienced Senior Tax Portfolio Manager to join a prestigious regional firm in the South West & M4 corridor.About Our ClientOur client is an award-winning accountancy practice with a rich history of over 100 years of exceptional service to clients across the region.The firm has undergone significant expansion...

Job OverviewTrilogic Recruitment Ltd is seeking a Portfolio Growth Executive to join our team. In this role, you will be responsible for driving business growth and development through strategic planning and execution.Key Responsibilities:Develop and implement business growth strategies to increase revenue and profitability.Collaborate with internal...

Senior Fund Accountant Role OverviewColumbia Threadneedle Investments is a leading global investment manager that offers a range of investment solutions across various asset classes. We are currently seeking an experienced Senior Fund Accountant to join our well-established Real Estate and Infrastructure Operations Team.The successful candidate will be...

Catalent Pharma Solutions is seeking a highly skilled Financial Analyst to drive cash collection and maximize cash flow for the business.The role of a Financial Analyst at Catalent involves ensuring timely payments from customers by managing a portfolio of accounts, reviewing and investigating disputes, and developing relationships with internal...

Job Title: Financial Planning AdministratorIndustry: Financial PlanningLocation: SwindonSalary: £27,000Job Description:We are seeking a skilled Financial Planning Administrator to join our team at Recruit UK Ltd. The successful candidate will provide technical administration support, preparing meeting packs and templated reports, and supporting new members...

About 911 Staffing LtdWe are seeking an experienced Financial Controller to join our team at 911 Staffing Ltd. As a key member of our finance department, you will play a crucial role in overseeing our financial activities and ensuring we remain compliant with all relevant regulations.Key Features of the Role:A highly competitive salary of up to £55K per...

Job OverviewWe are seeking a skilled Financial Data Processor to join our team at Workman LLP.As a key member of our accounting department, you will be responsible for processing financial data for diverse commercial property portfolios.Your primary duties will include updating control spreadsheets, raising periodic and ad-hoc charges, and reconciling bank...

LHH is collaborating with a regional professional services firm in Swindon to find an experienced Senior Accountant. The ideal candidate will oversee a diverse portfolio of clients, ensuring accurate financial statement preparation and providing valuable financial insights.Key responsibilities include:Preparing annual accounts and tax computations for...

LHH Recruitment is excited to collaborate with a well-established regional professional services firm in the UK.Our client provides a wide range of services, including chartered accountancy, business and tax advisory services, and auditing.The company is seeking an experienced Accounts Senior to join their expanding team. In this position, you will oversee a...