Financial Portfolio Manager

3 weeks ago


Leeds, Leeds, United Kingdom IPS Group Full time

Are you an experienced financial professional looking for a new opportunity?


IPS Finance is working with a fast-growing client in the property sector, and they are seeking a talented individual to join their expanding team.


If you have a strong background in financial management, a keen eye for detail, and the ability to thrive in a dynamic environment, this could be the perfect role for you. This is an exciting chance to contribute to a company on the rise and make a real impact in the financial management of their property portfolio.


Duties:



  • Prepare monthly, quarterly, and annual financial reports for property portfolios, including income statements, balance sheets, and cash flow statements.
  • Reconcile accounts and ensure accuracy in financial records, particularly around rental income, service charges, and maintenance fees.
  • Ensure that all client money (rents, deposits, service charges) is handled in compliance with relevant regulations.
  • Reconcile client accounts and ensure funds are properly allocated and protected.
  • Manage the accounts receivable process, ensuring timely collection of rent and service charges.
  • Handle accounts payable, ensuring suppliers and contractors are paid on time.
  • Prepare and manage service charge budgets, ensuring accurate allocation of costs for multi-tenant properties.
  • Track expenses and compare them against budgeted figures to ensure proper fund management.
  • Perform regular bank reconciliations for client and company accounts, identifying and resolving discrepancies.
  • Ensure compliance with property and financial regulations, including client money protection (CMP) schemes.
  • Assist with internal and external audits, preparing necessary documentation and ensuring the accuracy of financial data.
  • Work closely with property managers, landlords, tenants, and external auditors to resolve financial queries and maintain clear communication regarding property finances.
  • Supervise and support junior accounts administrators or finance assistants, ensuring that day-to-day financial tasks are completed efficiently.

Requirements:



  • Proven experience in a finance or accounting role, ideally within the property sector.
  • Familiarity with client money protection regulations and best practices.
  • Strong knowledge of financial reconciliation, cash flow management, and bookkeeping.
  • Proficiency in property management software (e.g., Qube, MRI, or similar).
  • Excellent communication and interpersonal skills.
  • Attention to detail with the ability to manage multiple tasks efficiently.
  • Relevant qualifications in property management, accounting, or finance would be advantageous.

This is a challenging yet rewarding opportunity for a motivated and experienced financial professional. The salary range for this position is £50,000 - £70,000 per annum, depending on experience.



  • Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Role OverviewWe are seeking an experienced Financial Data Analyst to join our team at Lowell Financial Ltd. This is a rewarding opportunity to leverage your analytical skills and expertise in financial portfolio management to drive business growth and success.

  • Portfolio Manager

    3 weeks ago


    Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    As a Portfolio Manager with Lowell Financial Ltd, you will be responsible for leading high-performing teams across our call and correspondence channels. Your primary focus will be on ensuring your team is performing to the best of their abilities, hitting all relevant targets and KPIs in a compliant manner.About UsWe are committed to a hybrid working...


  • Leeds, Leeds, United Kingdom Financial Conduct Authority Full time

    Salary: National up to £64,000 and London up to £70,400">The Financial Conduct Authority is recruiting for a Senior Supervisor to join the P2P and Crowdfunding team in the Investment Platforms and SIPP Operators Department.This role will involve supervising and carrying out proactive- and reactive-casework, along with projects on firms in the portfolios....

  • Portfolio Manager

    2 weeks ago


    Leeds, Leeds, United Kingdom Azets Full time

    A Career at Azets: Unleash Your PotentialWe are a top ten accountancy firm in the UK and the number one largest SME practice. With a wide network of employees and an abundance of inspiring opportunities, you can grow your career with us.The RoleAs a Manager at Azets, you will be responsible for owning and managing a client portfolio with a higher level of...


  • Leeds, Leeds, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    Job Summary:A challenging opportunity for a skilled professional to work alongside a team of experts in the insolvency field, handling a diverse portfolio of cases from start to finish. The ideal candidate will have excellent communication and problem-solving skills.About the Role:We are seeking a highly motivated and experienced individual to join our team...


  • Leeds, Leeds, United Kingdom Cobalt Recruitment Full time

    We're looking for a seasoned Senior Client Accountant to join Cobalt Recruitment, a leading recruitment agency based in Leeds, for a 9-month fixed-term maternity cover. This exciting opportunity involves handling various tasks related to service charge and client accounts for a portfolio of commercial and residential properties.The ideal candidate will have...


  • Leeds, Leeds, United Kingdom Azets Full time

    OverviewAzets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics.We are a top ten accountancy firm in the UK and are the number one largest SME practice offering an abundance of inspiring opportunities to join our many offices.Job DetailsEstimated salary: £60,000 - £80,000 per annumKey...


  • Leeds, Leeds, United Kingdom Fexco Full time

    **Company Overview:**Fexco, a leading property management company, is seeking an experienced Property Portfolio Manager to join our team in Leeds and Wakefield. In this role, you will be responsible for managing a portfolio of properties, ensuring seamless day-to-day operations and exceeding client expectations.Estimated Salary: £35,000 - £45,000 per...


  • Leeds, Leeds, United Kingdom Joshua Robert Recruitment Full time

    At Joshua Robert Recruitment, we are seeking an experienced Asset Management Surveyor to join our team and play a key role in the strategic management and enhancement of a substantial commercial property portfolio.About the RoleThe successful candidate will be responsible for developing and implementing asset management strategies to maximize portfolio...


  • Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Job OverviewWe are seeking a highly skilled Financial Performance Manager to lead our Legal Recoveries team. As a key member of our management team, you will be responsible for driving team performance and ensuring we meet our targets and KPIs.Salary and BenefitsA competitive salary is on offer, including a discretionary annual bonus for outstanding...

  • Financial Controller

    3 weeks ago


    Leeds, Leeds, United Kingdom Anthem Management Full time

    At Anthem Management, we are committed to delivering exceptional resident-centric service in the UK. As a Financial Controller for our Development Portfolio, you will play a crucial role in shaping the future of our business.About the RoleThe successful candidate will be responsible for the day-to-day running of the Corporate Finance function, including...


  • Leeds, Leeds, United Kingdom Sleek Full time

    About SleekAt the forefront of back-office innovation, Sleek empowers micro SMEs with proprietary software and AI-driven solutions, focusing on customer delight.We enable Entrepreneurs to reclaim time for their passions by streamlining business operations. As the number of global Entrepreneurs surges, we are pioneering in a lucrative space.Our diverse...


  • Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    We are seeking a highly skilled and experienced Professional Portfolio Manager Assistant to join our team at Evelyn Partners Fund Solutions Limited.About the RoleThis is an excellent opportunity for a professional with a passion for financial services to work in a dynamic environment. As a Professional Portfolio Manager Assistant, you will be responsible for...

  • Portfolio Manager

    1 month ago


    Leeds, Leeds, United Kingdom The People Pod Full time

    Key ResponsibilitiesThe Portfolio Analyst will oversee a portfolio of properties, ensuring optimal returns for investors.Key responsibilities include:Providing data-driven pricing strategies and rental valuationsDelivering market insights and forecasts to inform portfolio decisionsNegotiating rental offers between applicants and landlordsWorking with...

  • Portfolio Manager

    2 weeks ago


    Leeds, Leeds, United Kingdom Ernest Gordon Recruitment Full time

    Job Description: We are looking for a Portfolio Manager to join our team in West Yorkshire. In this role, you will be responsible for managing a portfolio of projects across various sectors, ensuring timely delivery, and meeting customer needs. As a key member of our team, you will develop and maintain strong relationships with stakeholders, drive business...


  • Leeds, Leeds, United Kingdom Financial Conduct Authority Full time

    The Financial Conduct Authority is seeking a Senior Supervisor to join the P2P and Crowdfunding team in the Investment Platforms and SIPP Operators Department.Job SummaryWe are recruiting for a Senior Supervisor to support the delivery of P2P and Crowdfunding portfolio strategies, supervising and carrying out proactive- and reactive-casework, along with...


  • Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    Lowell Financial Ltd, a leading player in the UK finance sector, is seeking an experienced Financial Risk Governance Manager to join its dynamic team.About the RoleThis exciting opportunity will see you working closely with the Group Head of Audit and Regional Heads of Audit to ensure that our risk management systems, internal controls, and governance...


  • Leeds, Leeds, United Kingdom Aspire Recruitment Solutions Full time

    Role OverviewWe are seeking an experienced Credit Insurance Portfolio Manager to join our growing team at Aspire Recruitment Solutions.About the RoleThis is a fantastic opportunity for a career-minded individual to manage a portfolio of clients and support their credit insurance policies. You will play a key role in day-to-day client support, liaising with...


  • Leeds, Leeds, United Kingdom Yorkshire Building Society Group Full time

    Are you a strategic thinker with excellent stakeholder management skills? We are seeking an experienced Business Portfolio Manager to join our Yorkshire Building Society Group team.In this role, you will work closely with the Portfolio Planning Manager and the Director of Change Delivery to establish effective portfolio structures, governance, and reporting....


  • Leeds, Leeds, United Kingdom Home Group Full time

    National Property Portfolio Manager JobJob Type: Full-time, 37.5 hours per week, Monday to FridaySalary: £72,000 - £90,000 per annum, depending on experienceAbout the RoleWe are seeking a highly skilled National Property Portfolio Manager to join our Building Surveying and Asset Delivery team. As a key member of our team, you will be responsible for...