Portfolio Management Specialist

Key ResponsibilitiesActively chase all debt within the allotted portfolio, using appropriate means (telephone, email, etc.) and update stakeholders as required.Maintain accurate and up-to-date client notes following conversations with clients, using Workday to record status.Have regular face-to-face meetings with stakeholders as required regarding their debt...

About the JobWe are seeking a highly skilled Commercial Portfolio Specialist to join our team at Workman LLP. As a Senior Property Management Surveyor, you will be responsible for managing a diverse property portfolio, including commercial, industrial, and retail properties.Your primary objective will be to deliver exceptional results by working closely with...

About QuilterQuilter, a leading provider of advice, investments, and wealth management, has a rich heritage dating back to 1771. With over £114.9 billion in investments managed on behalf of its clients, the company aims to deliver excellent client outcomes while embracing innovation and growth.The RoleWe are seeking a highly skilled Portfolio Administration...

Key Responsibilities:We are seeking a Customer Portfolio Specialist to join our team at SUEZ. In this role, you will be responsible for proactively managing the customer at risk process, ensuring timely resolutions and retention. This includes identifying and reporting any trends that may be developing in the branch customer portfolio.Key Requirements:GCSE...

About Portfolio Payroll LimitedPortfolio Payroll Limited is seeking a highly skilled Payroll Manager Consultant to join their team on a fixed-term contract basis.

Company Overview:Evoke Management is a leading provider of financial services to small and medium-sized enterprises (SMEs) in the Bristol area.We are seeking an experienced Portfolio Finance Director to join our team, working on a part-time basis with a variety of clients.This is an excellent opportunity for a seasoned finance professional who is looking for...

Job OverviewWe are seeking a highly skilled Credit Control Specialist to join our team at Portfolio Credit Control. As a key member of our team, you will be responsible for handling all credit control procedures in line with company policy.The ideal candidate will have professional services experience, preferably with Workday experience. Excel skills to a...

Levitate Recruitment is currently recruiting on behalf of a National Accountancy Practice to find them a Portfolio Manager.Key Responsibilities:Manage a diverse portfolio of clients across various industries.Oversee Audits, Accounts Preparation, and Tax assignments.Organize and plan workload across the team.Collaborate with the Partner to set budgets,...

About the RoleRSM is seeking an experienced Corporate Tax Portfolio Manager to join our Bristol team.This is a fantastic opportunity for someone with solid corporate tax experience and an interest in team development.The ideal candidate will have excellent leadership skills, strong client handling and project management abilities, and a proven track record...

We are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at Net Zero People. The successful candidate will be responsible for coordinating and supporting the office-based management of a portfolio of Solar sites, ensuring that corrective maintenance, testing, and remedial work on deployed solar PV systems is scheduled and...

About the RoleWe are seeking a highly skilled Commercial Property Accountant to join our team as a Client Relationship Specialist. This role will involve managing client relationships, ensuring accurate and timely delivery of accounting records for a diverse property portfolio.Key responsibilities include:Preparation and review of monthly and quarterly...

About the RoleThe Enterprise Portfolio Manager will play a key role in supporting the oversight, governance, and management of the Enterprise project portfolio aligned to the overall business strategy and objectives. Working closely with the Senior Enterprise PMO Lead, they will support the identification, prioritization, and ongoing tracking of initiatives,...

Job Overview:This Senior Portfolio Manager role in the Bristol area offers a fantastic opportunity to join a well-respected Chartered business.As part of this position, you will be provided with an existing portfolio of circa £20m AuM, with the aim of servicing, retaining, and growing this portfolio.The business has positioned itself to operate with average...

Lawes Insurance Recruitment is seeking a Commercial Client Portfolio Manager to join their specialist team based in the Southern counties. This role offers an excellent opportunity for a seasoned professional to leverage their expertise and drive business growth within a leading Insurance Brokerage.Job OverviewAs a Commercial Client Portfolio Manager, you...

About the RoleThe Enterprise Portfolio Manager will play a key role in supporting the oversight, governance, and management of the Enterprise project portfolio aligned to the overall business strategy and objectives. Working closely with the Senior Enterprise PMO Lead, they will support the identification, prioritisation, and ongoing tracking of initiatives,...

About the RoleWe are seeking an experienced Strategic Portfolio Manager to join our team at PER, Private Equity Recruitment.Job DescriptionBoard Seat Responsibility: This role involves sitting on the boards of multiple portfolio companies, working closely with CEOs and business owners as a trusted strategic advisor.Liaising with Management Teams: You will...

Unlocking Potential with Coyne & Associates We are seeking a Strategic Growth Leader to join our dynamic investment team. As a key member of the team, you will provide tactical and operational support to drive value creation and market-leading performance across our portfolio. Your expertise will be instrumental in guiding investee management teams towards...

About the RoleAs a Senior Portfolio Manager with Alexander Mae (Bristol) Ltd, you will be responsible for driving the growth and success of our student lettings portfolio in central Bristol.Key Responsibilities:Develop and maintain strong relationships with landlords, tenants, and contractors to ensure seamless property management.Manage all aspects of asset...

About our clientWe're working with one of the UK's leading SME investors, seeking to expand its portfolio team. As a key member, you'll collaborate closely with dynamic growth businesses and entrepreneurs, supporting them throughout their time in the portfolio.Key responsibilities:Board seat representation for various portfolio companiesLiaise regularly with...

Job Description:The Payroll Operations Manager is a crucial role at Portfolio Payroll, responsible for managing complex payroll processes for our UK-based employees.Key Responsibilities:Payroll Process Management: Oversee payroll operations, ensuring accuracy and timeliness across various pay cycles and employee types.Compliance and Legislation: Stay...