Portfolio Management Specialist

2 days ago


Upper Stratton, Swindon, United Kingdom Trilogic Recruitment Full time
About the Role

We are seeking a highly skilled Portfolio Management Specialist to join our team at Trilogic Recruitment. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice and guidance to help them achieve their business goals.

Key Responsibilities
  • Assist with the onboarding of new clients, ensuring a seamless and supportive experience.
  • Develop and maintain deep, long-standing relationships with clients, understanding their unique needs and goals.
  • Collaborate with the wider team to implement plans and identify opportunities for growth and improvement.
  • Review financial information with clients, focusing on tax management and planning, as well as future growth opportunities.
  • Build robust forecasting models and challenge clients to use them effectively as their business grows and develops.
  • Identify ways to enhance the service level we offer to our clients and explore opportunities for further support.
What We Offer

We offer a competitive salary range of £45K-£50K per annum, full-time, with opportunities for remote working after a settling-in period. We also provide a pension scheme, paid business mileage, and statutory minimum sick pay and holiday entitlement. In addition, we have incentive schemes in place that pay commission or bonuses, and we are looking to introduce new initiatives soon.

Please note that this role requires own transport for networking groups and travel to clients. We are an equal opportunities employer and welcome applications from candidates with the right skills and experience.



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