Client Portfolio Manager

About the OpportunityFerguson Dean is seeking a skilled Portfolio Manager to join our team and manage a prestigious portfolio of £25m AUM. This is an exciting opportunity for a talented professional to utilise their skills and expertise to drive the growth and success of our business.The ideal candidate will have a Diploma Level 4 or higher and be working...

About the RoleLead a portfolio of existing clients with all their banking needs including lending, deposits and other services & products.Broaden Lloyds' brand awareness in the market by ensuring our message is clearly understood to professionals and prospect businesses.Establish strong relationships with partner companies and leverage these connections to...

We are recruiting a Tax Assistant Manager to join our team in Birmingham. The successful candidate will have a strong background in private client tax compliance and the ability to manage a portfolio of clients.Key Responsibilities:Manage a portfolio of private client compliance work, including personal tax returns, trust tax returns, and inheritance tax...

OverviewTecRec (Engineering Recruitment Specialists) Ltd are currently recruiting for a highly skilled Commercial Portfolio Manager to oversee the management of a portfolio of commercial sites throughout the UK.The successful candidate will be responsible for managing a P&L, maintaining strong relationships with clients and identifying opportunities for...

Job DescriptionWe are seeking a Senior Portfolio Manager to join our team at Ernest Gordon Recruitment. This is an exciting opportunity for a Wealth Management Professional to take over a portfolio of over one hundred clients in Birmingham (Hybrid). The ideal candidate will have managed their own portfolio and be looking to join a growing business where they...

Job OverviewWe are seeking an experienced Financial Advisor to join our team in Birmingham, providing high-quality financial services to clients. The ideal candidate will have a strong track record of managing their own portfolio and delivering tailored financial advice.The successful candidate will provide full financial advisory services to high-net-worth...

**About IPS Group**We are working with a well-established and highly regarded brokerage seeking to recruit experienced professionals to manage and grow their client portfolios.The successful candidate will inherit a well-developed book of business worth approximately £300,000.**Job Description:**We are looking for an ambitious individual to join our team as...

Job Title: Portfolio Manager SolarWe are seeking a talented Portfolio Manager to join our team at ATTB - The Big Jobsite. As a Portfolio Manager, you will be responsible for managing contracts and providing electrical expertise to our clients.The ideal candidate will have good knowledge of electrical engineering and commercial acumen. You must be willing to...

Portfolio Payroll Limited seeks an experienced payroll consultant to join their team on a permanent basis. In this critical role, you will be responsible for implementing payroll systems and processes, ensuring accuracy and compliance.Job DescriptionThe successful candidate will deliver accurate start-to-finish payroll processing, communicate with clients,...

About the RoleThis Portfolio Management job involves assisting in the management of a large, diverse geographical portfolio for a prominent government client. The ideal candidate will have strong commercial acumen and excellent communication skills.

Job OverviewTecRec, a leading engineering recruitment specialists, is seeking an experienced Commercial Portfolio Manager to oversee the management of a portfolio of commercial sites throughout the UK.The ideal candidate will have a strong background in managing P&Ls and will be responsible for delivering excellent customer service to our clients across the...

Job Title: Property Portfolio ManagerWe are seeking a highly skilled Property Portfolio Manager to join our expanding team at Alcea Consultancy Limited in Harborne. As a key member of the department, you will be responsible for managing a portfolio of properties and providing exceptional customer service to clients.About the Role:Respond to client inquiries...

**Job Overview:** We are recruiting for a talented Property Portfolio Lead to join our dynamic team at Beach Baker. This exciting opportunity involves managing a diverse range of commercial property portfolios across the UK, working closely with clients, and driving business growth.As a seasoned professional with a proven track record in property management,...

Join Our TeamWe are seeking an experienced Accounting Portfolio Manager to join our team at Bluewater Tax Accounting Limited. As a key member of our team, you will be responsible for managing a portfolio of clients, providing tax and accounting services, and mentoring junior team members.The ideal candidate will have a solid accountancy practice experience,...

Job SummaryWe are seeking an experienced audit professional to join our team as a Portfolio Management Lead. The successful candidate will be responsible for managing a diverse portfolio of clients, ensuring high-quality audit services and mentoring a team of professionals.Main Responsibilities:Client Relationship Management: Build and maintain strong...

About the Role:We are currently recruiting for an Assets & Capital Project Officer to work with one of our housing association clients in Birmingham. As an Asset Portfolio Manager, you will play a key role in ensuring that our client's asset management data is accurate and up-to-date. You will also be responsible for leading on the production of property...

Senior Property Manager RoleA seasoned Senior Property Manager is required to manage a diverse property portfolio, serve as the primary contact for clients and occupiers, and deliver tailored advice aligned with their objectives. The role involves ensuring strong financial management, fostering client relationships, participating in business initiatives, and...

Job OverviewWe are seeking an experienced Property Manager to lead our portfolio of developments at Centrick.This is a key opportunity for a professional with experience in property management to join our dynamic team and drive business growth through effective development operations.The ideal candidate will possess a professional property qualification,...

Senior Financial Planning AdvisorFerguson Dean is a respected Chartered Financial Planning firm committed to delivering exceptional client experiences. We are currently seeking a seasoned Senior Financial Planning Advisor to join our team, focusing on managing complex client portfolios and providing expert guidance.Salary: £45,000 - £65,000 per annum,...

Job OverviewWe are seeking an experienced Senior Broker Technician to join our team at The Recruiter Ltd in Birmingham, Essex.About the RoleThis is a key position that requires strong technical skills and the ability to manage complex client portfolios. You will be responsible for managing assigned client accounts, premiums, and claims, as well as assisting...