Financial Services Portfolio Manager

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Adviser. You will be responsible for building and maintaining strong relationships with our customers, providing them with expert financial advice and guidance to help them achieve their financial goals.As a Financial Adviser, you will enjoy the autonomy of...

Job DescriptionAt Vitality Corporate Services Limited, we are seeking a highly skilled Strategic Portfolio Manager to join our team.The primary role of this position is to ensure overall control, coordination, and oversight of the journey's risk profile, finances, reporting, resourcing, and dependencies. As a SAFe Agile Champion, you will be responsible for...

Job DescriptionCompany OverviewHays Specialist Recruitment Limited is a leading recruitment agency for accountancy and finance professionals. Our clients are top-tier firms seeking exceptional talent to drive their growth.Salary and BenefitsA competitive salary of approximately £60,000 per annum is on offer, along with generous benefits and career...

About the RoleOur team at Vitality Corporate Services is seeking a highly skilled and experienced professional to fill the position of Head of Portfolio Management. The successful candidate will be responsible for leading the strategic direction of our portfolio, driving business growth, and ensuring effective risk management.The ideal candidate will have a...

Job Role: Portfolio ManagerHays Accountancy and Finance is seeking a qualified Practice Accountant to manage a varied portfolio of Limited Company clients. As a Portfolio Manager, you will be responsible for the day-to-day affairs of your clients, including financial management and staff training.Requirements:Qualified accountant (ACCA or ACA)Strong...

About the RoleAs Chief Portfolio Strategist, you will be responsible for overseeing portfolio management and senior stakeholder engagement. You will work in a hybrid environment, spending 2 days per week at one of our Vitality offices (Bournemouth, Stockport, or London) with full-time hours.We welcome discussions about flexible working arrangements that meet...

Job DescriptionVitality Corporate Services is a multi-award-winning UK insurance brand committed to making the world a healthier, happier place. We are seeking a Financial Leadership Position to join our team.The successful candidate will have a strong background in finance and portfolio management, with experience in leading teams and implementing strategic...

Job SummaryHays Accountancy and Finance is seeking a qualified Portfolio Accountant to manage the day-to-day affairs of a varied portfolio of Limited Company clients across multiple industries.Key ResponsibilitiesManage a portfolio of Limited Company clients, providing financial guidance and support.Train and develop junior staff, promoting their growth and...

Job DescriptionWe are seeking a skilled Senior Financial Professional to join our team as a Client Portfolio Specialist at Puro Accountancy. This is an exciting opportunity to work with a dynamic and supportive company, providing a range of accounting services to clients.Company OverviewPuro Accountancy is a reputable accountancy firm based in Bournemouth,...

We are seeking a highly motivated and confident Financial Adviser to become part of our successful team at Foresters Financial. You will be provided with a customer database, which you will grow and enhance. Throughout your journey, you will receive ongoing support, guidance, training, and development in our processes, systems, and products to help you excel...

About The RoleAs a key member of the Vitality Corporate Services Limited team, we are seeking a Head of Portfolio Leader to drive the success of our business.The Key ResponsibilitiesOur ideal candidate will have a proven track record in portfolio governance, with experience in managing multiple projects and stakeholders. They will be responsible...

We are Hawk Estates, a family-run residential block property management business based in Bournemouth. As our Block Manager, you will oversee the day-to-day management of a portfolio of residential blocks, ensuring all aspects of property maintenance and administration are handled efficiently.Key Responsibilities:Manage the upkeep and maintenance of...

Financial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team in Bournemouth. As a Financial Advisor, you will be responsible for reviewing and advising clients on their life insurance, savings, retirement, and investment plans.Key Responsibilities:Review and advise clients on their financial plansHelp clients save, invest, and...

Vitality Corporate Services Limited is a business that drives positive change, and we are seeking an experienced Head of Portfolio Strategic Leader to join our team.About the RoleThis senior leadership position is crucial in driving the journey agenda, ensuring complete alignment with the company's strategic goals, and enhancing the overall efficiency and...

Job Title: Lettings Property Portfolio ManagerWe are seeking an experienced Property Manager to join our team at Clarkes Properties Ltd. As a Property Manager, you will be responsible for the day-to-day management of a portfolio of properties, including property inspections, maintenance issues, and rent payments. You will also be responsible for managing...

At Rubicon Recruitment Agency, we are seeking an ambitious Client Portfolio Manager to take on a challenging role in sales and account development. This exciting opportunity is based in Bournemouth with a salary of £25,000 (rising to £28,000 after probation) and a potential OTE of £40,000.The ideal candidate will have proven experience in account...

**Job Overview**JPMorganChase is seeking a highly skilled Derivatives Portfolio Manager to join our Securities Services team. As a key member of our Complex Assets Client Change team, you will be responsible for managing client change requests for derivative operational and new instrument requests.The ideal candidate will have project delivery/management and...

Become a key player in our success story as a Financial Services Advisor - Trainee at Countrywide Mortgage Services, one of the largest and most successful estate agency and property services providers in the UK.This role offers an estimated OTE of £35K and requires a motivated individual who can build lasting relationships with estate agency teams, attract...

Take your career to new heights as a Trainee Financial Services Professional with Countrywide Mortgage Services, a pioneering force in the UK estate agency and property services sector.As a key member of our team, you will be responsible for delivering exceptional customer experiences, building strong relationships with estate agency teams, and driving...

McCarthy Stone is seeking an experienced Portfolio Management Lead to drive our asset management strategy across a diverse portfolio of over 500 developments.Key Responsibilities:Develop and implement best practices in strategic fire, compliance, and asset managementOversee the Asset Management Team, ensuring the development and delivery of our asset...