Portfolio Manager

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 RoleWe are seeking a skilled Credit Controller on behalf of our client to work on a hybrid basis (2 days in office) for a 6-month FTC. The successful candidate will handle all credit control procedures, actively chase debt within the allotted portfolio, and maintain accurate client notes using Workday. Regular face-to-face meetings with...

This is an exciting opportunity for a skilled Credit Controller to join our team at Portfolio Credit Control. We are looking for someone with a background in professional services, ideally with experience in Workday.The successful candidate will be responsible for handling all credit control procedures, actively chasing debt, and maintaining accurate...

Levitate Recruitment, a leading accountancy and insolvency recruitment specialist, is seeking an experienced Portfolio Manager to join their team. With a strong track record in managing client portfolios, this individual will play a crucial role in driving business growth and success.The successful candidate will have a minimum of 3 years of experience as a...

We are seeking a visionary leader to revolutionize our IT Service Management portfolio. As IT Portfolio Manager, you will oversee the Service Desk, End-User Support, IT Assets & Logistics, and Service Transition functions.The ideal candidate will have a passion for strategic leadership and innovation, with experience in IT service management.Located in...

About the OpportunityWe are offering a fantastic opportunity for a skilled Portfolio Manager to join our team at Workman LLP. As a key member of our property management team, you will be responsible for managing the daily operation of a diverse property portfolio.This is a challenging and rewarding role that requires excellent communication and analytical...

Job SummaryImperial Brands is seeking a skilled Portfolio Management System Manager to join our team. As the primary point of contact for our project teams and portfolio owners, you will provide technical support, maintain data integrity, and drive system improvements.Main Job Responsibilities:Manage the Planview Portfolios platform, ensuring data integrity...

At Portfolio Payroll, we are seeking a highly skilled Payroll Operations Manager to oversee the management of payroll processes for our UK-based employees. As the ideal candidate, you will have 3+ years of experience in managing complex payrolls, with a strong knowledge of payroll software and implementation processes.About the RoleThis is an exciting...

Job Overview: We are seeking an experienced Portfolio Manager to join our team in Bristol. As a key member of our investment management firm, you will be responsible for managing existing client relationships and developing new business opportunities across the South West region.Key Responsibilities:Manage a portfolio of high net worth individuals and...

At Netzero People, we are seeking a highly skilled Portfolio Manager Coordinator to join our team in the UK (London) and India (Ahmedabad).We have a presence in Europe, North/South America, Africa, and Australasia, and from these hubs, we service multiple regions.Job Description:The ideal candidate will have excellent technical and analytical skills, with a...

Job PositionWe are seeking a Portfolio Management Specialist to join our financial advisory firm in Bristol. As a key member of the team, you will manage client portfolios and ensure optimal performance.Main Objectives:Develop and implement personalized investment strategies.Manage and review client portfolios to ensure alignment with set...

About the RoleWe are seeking an experienced Sales Portfolio Manager to join our high-performing team in Bristol. As a Sales Portfolio Manager, you will be responsible for managing customer relationships and exceeding regional sales targets.The ideal candidate will have excellent influencing and negotiation skills, initiative and motivation, as well as strong...

Coyne & Associates now seeks a skilled Investment Portfolio Manager to provide tactical and operational support to drive value creation and market-leading performance, guiding investee management teams to success. As part of a dynamic, high-performing investment team, you will lead proactive oversight of an investee portfolio that includes both high-growth...

The role of a Tax Portfolio Manager at First 2 Recruit involves managing complex tax affairs for high net worth private clients. The ideal candidate will have strong experience in personal tax and be committed to a career in this field.The successful applicant will need to be a skilled portfolio manager responsible for their own portfolio of clients, dealing...

Finitas is seeking a skilled Insurance Portfolio Manager to join their Bristol team.This role involves handling an allocated portfolio of Financial Lines claims, working closely with other business units and clients.Key responsibilities include:Managing a portfolio of complex insurance claimsCollaborating with stakeholders to resolve claims...

Role OverviewLevitate Recruitment is currently seeking a highly skilled Client Portfolio Manager to join a National Accountancy Practice. The ideal candidate will have a minimum of 3 years of experience as a manager and be able to manage a varied portfolio of clients across different industries.Key ResponsibilitiesManage client relationships, including...

Job OverviewHargreaves Lansdown Asset Management Limited is seeking an experienced Portfolio Management Specialist to join our team in Bristol. This exciting role will involve supporting the analysis of our Strategic Change Portfolio, driving insight to inform quality decisions at local and senior level.About the RoleThe ideal candidate will have experience...

Job DescriptionWe are seeking a Client Portfolio Manager to join Clark Wood Limited in Bristol. This role offers the successful candidate a chance to progress into a senior position within the firm.The ideal candidate will be ACA / ACCA Qualified and have relevant experience working in a Business Services or Accounts focused role in practice.Prior experience...

Company OverviewWorkman LLP is a leading property management company with a diverse portfolio of commercial, industrial, and retail properties. Our team of experts works closely with clients to enhance the value of their portfolios.

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...