Financial Portfolio Manager

Establish a thriving client portfolio in the Colchester area by overseeing existing relationships and cultivating new connections.As a respected Financial Adviser, you will leverage your expertise to drive growth and deliver exceptional results for high net worth individuals in East Anglia and London.This role is ideal for an experienced Financial Planner...

About UsOur company has built a strong reputation for delivering exceptional service to our clients, who hold between £150,000 and £350,000 of investable assets. We prioritize building long-term relationships and offer a holistic approach to wealth management.Job RequirementsWe require a skilled Financial Adviser with experience managing client portfolios,...

About the RoleThis is an exciting opportunity to join Pro Talent as a Portfolio Management Lead and play a key role in driving business growth and developing our accountancy practice in Cambridge. The successful candidate will be responsible for managing a portfolio of clients, leading a team of financial professionals, and contributing to the development of...

About UsHays Careers is a leading provider of agency, professional, and consultancy services across various sectors. We are looking for a highly skilled Accounting Portfolio Lead to join our team in Norwich City Centre.Job DescriptionThe ideal candidate will have:A strong background in accounting and financial management.Experience in leading teams and...

Key ResponsibilitiesCollaborate with the Portfolio Management Team to maintain accurate information on the Change Framework tool.Lead prioritisation and impact assessment for new projects and features, ensuring effective delivery.Monitor capacity and potential bottlenecks within value streams and business functions.Develop a comprehensive view across the...

Financial Division OverviewEstablished for over 15 years, we pride ourselves on providing high-quality advisory services to families and professionals with significant investable assets.Salary and BenefitsThe role offers a competitive salary of £100,000 - £150,000, depending on experience, along with flexible working arrangements and opportunities for...

Norwich-based CV-Library is seeking a skilled Accounts Assistant Manager to join their expanding team. As a key member of the team, you'll contribute to the delivery of high-quality services to clients, while also developing your skills and expertise.Key Responsibilities:Manage a portfolio of clients, providing expert advice and guidance on financial...

Nxtgen Recruitment Ltd is thrilled to partner with a prestigious Chartered Accountants in Norwich to recruit a highly skilled Accounts Assistant Manager. With an estimated salary of £50,000 - £65,000 per annum, this opportunity promises growth and development in a thriving firm.Job DescriptionThis role involves overseeing client relationships, providing...

About the Role:This challenging and rewarding position involves developing and maintaining client relationships, driving growth by adding value, and collaborating effectively with stakeholders. As a key player in a group of companies, you will be responsible for managing a portfolio of residential and commercial property sectors, providing strategic...

As a Property Portfolio Manager with JobHop in Norwich, you will oversee and grow the residential lettings portfolio while providing exceptional customer service and fostering a positive work environment.About the RoleLead the Residential Lettings Team:Monitor and assess individual team member performanceEnsure compliance with regulatory standardsConduct...

Job Overview:We are seeking a highly skilled professional to manage a diverse portfolio of Limited Companies and Partnerships, providing comprehensive bookkeeping services as part of a fully outsourced finance department.The ideal candidate will have strong technical skills, excellent communication abilities, and a customer-focused approach.Main...

Senior Personal Tax RoleWe are looking for a highly experienced Personal Tax Portfolio Manager to join our team at Pro Talent in Norwich. In this senior role, you will oversee a portfolio of personal tax clients, prepare complex tax returns, and provide expert taxation guidance.About the PositionOversee a portfolio of personal tax clients, including managing...

**Job Description:**Citrus Recruit Ltd is recruiting a Financial Services Growth Manager to join a lending specialist financial services company.You will be working with a growing team of business development managers based across the country, focusing on new and existing business partnerships to expand loan portfolios.This is an exciting opportunity for a...

Job DescriptionWe are seeking a highly experienced Senior Financial Director to lead our portfolio management team and drive business growth in Cambridge. As a key member of our leadership team, you will oversee client relationships, manage a high-performing team, and contribute to the development of our accountancy practice.Key Responsibilities:Manage a...

R13 Recruitment is partnering a well-established Norfolk business to find a skilled Customer Service Advisor.This full-time, permanent position involves working Monday to Friday with a hybrid of office and remote working. The ideal candidate will have a driving license and access to a vehicle due to the location.Key responsibilities include managing an...

Job OpportunityWe are seeking a highly skilled Financial Planning Specialist to join our team at Pro Talent in Norwich. This role involves managing a portfolio of personal tax clients, preparing personal tax returns, and providing taxation advice.About the RoleManage a portfolio of personal tax clients, including semi-senior and senior portfolios.Prepare...

About the OpportunityThis is an ideal chance to advance your career in the insolvency sector within a firm renowned for its industry-leading training, clear progression pathways, and excellence in delivering results. As an Insolvency Administrator, you will manage a varied portfolio of cases, ensuring compliance with legislation, providing strategic advice,...

Key ResponsibilitiesAs a Financial Adviser, you will be responsible for:Managing an existing book of business from a retiring adviserDeveloping and implementing strategies to attract new clientsProviding high-quality advice and guidance to HNW individualsYou will also have the opportunity to work collaboratively with the Directors and other team members to...

A leading accountancy firm in Norwich is seeking an experienced Accounts Assistant Manager to join their dynamic team. As an integral member of the team, you'll work closely with decision-makers to deliver high-quality services to a diverse client base.Responsibilities:Manage a portfolio of clients, providing expert advice and guidance on financial...

Spire is seeking a Strategic Portfolio Lead to support the development and lead the programme management of a portfolio of projects aligned to diocesan and national church outcomes.This fixed-term role offers a salary of £50,437 per annum and can be adapted for part-time work, with consideration given to applicants wishing to work at least 28 hours per...