Senior Portfolio Manager
1 month ago
Puro Accountancy seeks a skilled Senior Portfolio Manager to maintain high-quality client portfolios, conduct regular meetings, and prepare detailed accounts. This role requires a strong attention to detail and excellent communication skills to build professional relationships with clients.
The ideal candidate will have experience in client management, portfolio maintenance, and account preparation. Strong organizational and time management skills are essential for this position.
Puro Accountancy values professionalism, integrity, and transparency in all aspects of our business. We are committed to providing exceptional service to our clients and strive to exceed their expectations.
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Senior Portfolio Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeUnlock Your Potential as a Senior Portfolio ManagerEvelyn Partners, the UK's leading integrated wealth management and professional services group, invites highly motivated and experienced professionals to join their dynamic team in Newcastle.As a Senior Portfolio Manager, you will play a pivotal role in providing expert investment advice and portfolio...
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Senior Portfolio Manager
1 day ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeJob Title: Senior Portfolio ManagerLocation: Newcastle upon TyneEstimated Salary: £95,000 to £105,000 plus bonus and full packageThe successful candidate will have a genuine interest in all aspects of the investment industry. The role involves building and maintaining long lasting and profitable relationships with clients.Maintain existing client...
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Senior Portfolio Director
15 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeJob DescriptionWe are seeking a Senior Portfolio Director to join our team at Heat Recruitment. The ideal candidate will have a strong background in portfolio management, excellent leadership skills, and the ability to build and maintain long-lasting relationships with clients.The successful candidate will be responsible for leading a team of portfolio...
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Senior Payroll Professional
1 day ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom XPS Pensions Full timeSenior Payroll Administrator Job DescriptionAt XPS Pensions, we are seeking an experienced Senior Payroll Administrator to join our team in Newcastle. This is a fantastic opportunity for someone with a strong background in running end-to-end payroll processes and managing a portfolio of clients.Key ResponsibilitiesManage and execute end-to-end payroll,...
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Strategic Portfolio Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly skilled Strategic Portfolio Manager to join our rapidly growing team in Newcastle. This role offers opportunities in advisory compliance and project management, providing a unique chance to advance your career and develop strategic and commercial skills.As a Strategic Portfolio Manager, you will be responsible for...
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Portfolio Management Expert
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeCareer Opportunities:We are proud to offer exciting career opportunities at Evelyn Partners, where you can thrive in a supportive and inclusive environment.About the Role:The Portfolio Management Expert will be responsible for providing expert investment advice and managing client portfolios in line with their requirements and risk tolerance.Key...
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Claims Portfolio Manager
1 day ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Shannons Pty Full timeJob Title: Claims Portfolio ManagerThe Suncorp Group is seeking a customer service professional to manage a portfolio of claims in the Workers Compensation Claims team based in Newcastle.This permanent, full-time role offers a hybrid work environment and an estimated salary of $60,000 - $80,000 per annum.Key Responsibilities:Manage a portfolio of Personal...
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Financial Portfolio Manager
1 day ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heels & Brogues Group Limited Full timeJob DescriptionJob Title: Financial Portfolio ManagerEstimated Salary: £38,500 per annumLocation: Newcastle, UKBrief OverviewThe Heels & Brogues Group Limited seeks an experienced Account Manager to lead our Agriculture Team. As a seasoned professional, you will be responsible for managing a portfolio of clients and fostering strong relationships with key...
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National Property Portfolio Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Home Group Full timeHome Group is seeking a highly skilled Senior Asset Building Surveyor to join their team in Newcastle Upon Tyne or Leeds. This role will involve working across the company's national property portfolio, with expected national travel of a couple of days per month.The ideal candidate will have experience in building surveying and investment planning, as well...
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Asset Portfolio Manager
16 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Advance TRS Full timeJob Description: Asset Portfolio Manager - EarthworksWe are currently recruiting for an Asset Portfolio Manager - Earthworks to join our team at Advance TRS. As an experienced professional, you will be responsible for managing the asset portfolio for the north eastern route.This role requires a strong understanding of earthworks examinations and the ability...
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Senior Portfolio Strategist
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeInvestment & Portfolio DirectorWe are seeking a highly skilled Investment & Portfolio Director to join our team at Heat Recruitment.Bonus and full package up to £105,000 basic salary.The successful candidate will have a proven track record in the UK private client discretionary investment market and be able to develop quality business from all sources.You...
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Senior Audit Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Group Full timeWe are a leading UK SME practice and a top ten accountancy firm, offering a wide network of employees and inspiring opportunities to join our offices.About the roleAs an experienced Audit Manager, you will lead a varied portfolio of audit clients and prepare accounts and corporation tax computations/returns for limited companies.Key responsibilitiesComply...
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UK Public Sector Portfolio Lead
1 day ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Version 1 Group Full timeWe are looking for a highly experienced Public Sector Portfolio Lead to join our team at Version 1. In this role, you will be responsible for leading a diverse portfolio of projects, implementing robust governance frameworks, and building trusted relationships with senior stakeholders across key public sector organisations.
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Investment Portfolio Specialist
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the Role:We are seeking an experienced Investment Portfolio Specialist to join our team at Evelyn Partners. As a key member of our investment team, you will be responsible for providing personalized investment advice and portfolio management to our clients.Key Responsibilities:To build and develop trusted relationships with current and potential...
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Senior Audit Manager
16 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Forvis Mazars Full timeAbout the RoleAs a Senior Manager, you will be responsible for leading multiple audit engagements and managing stakeholder relationships at audited entities.You will work closely with senior level staff, overseeing and developing your team, and ensuring that audits are completed to the highest standard.A strong understanding of Public Sector audit...
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Senior Manager Opportunity
3 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Forvis Mazars UK Full timeCareer Opportunities:As a Senior Manager within our Public Sector team, you will have the opportunity to work on a wide range of audit and advisory projects. You will be responsible for leading multiple audit engagements from planning to finalisation of reports in line with agreed timescales.You will also be responsible for managing stakeholder relationships...
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Real Estate Portfolio Manager
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Pat Robson & Co Full timeCompany OverviewEstablished in 1999, Pat Robson & Co is a leading property agent in the Newcastle-upon-Tyne area. Our strong presence in key private rental and homeowner-occupied areas allows us to deliver excellent service to our clients.About the RoleWe are seeking an experienced Property Manager to join our dynamic team. This customer-facing role requires...
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Senior Auditor Manager
7 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Public Practice Recruitment Ltd Full timeJob Purpose:As a Senior Auditor Manager, you will be responsible for managing a diverse portfolio of clients, working closely with the Audit Manager to ensure service excellence. This role is split by 80% audit and 20% accounts/tax. Your key responsibilities will include planning audit engagements, leading onsite teams, and preparing accounts.As a key member...
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Credit Insurance Portfolio Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Aston Charles Full timeAston Charles is seeking a skilled Credit Insurance Portfolio Manager to join our team in Newcastle. As a key member of our business, you will be responsible for managing inherited clients and developing strong relationships with them. Your focus will be on client service and organic growth, as well as converting warm leads into new opportunities. To achieve...
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Senior Audit Manager Position
1 day ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Forvis Mazars Full timeJob SummaryWe are seeking an experienced Senior Manager to lead multiple audit engagements from planning through to finalization of reports in line with agreed timescales. As a key member of our Public Sector team, you will work closely with clients and be committed to providing an exceptional service.You will be responsible for the day-to-day management of...