Portfolio Management Professional
1 day ago
In this role, you will be responsible for managing a portfolio of clients, preparing financial reports, and providing expert advice on tax-related matters. Your duties will include:
- Managing client portfolios and preparing financial reports.
- Ensuring clients' accounts are kept fully up to date.
- Providing expert advice on IR35 contract reviews and other regulatory issues.
- Meeting client demands, handling queries via phone and email.
About Agility Resoucing
At Agility Resoucing, we are committed to delivering exceptional services to our clients. Our team is passionate about providing tailored solutions to meet the unique needs of each client.
Why Choose Us?
We offer a highly competitive salary, excellent benefits package, and strong career development prospects. As part of our enthusiastic young business, you will have the opportunity to contribute to our growth and success.
-
Strategic Portfolio Manager
4 weeks ago
Liverpool, Liverpool, United Kingdom IDEX Consulting Full timeWe are seeking an experienced Investment Manager to join our Liverpool team as a Strategic Portfolio Manager. This role offers the opportunity to grow and service existing client relationships while creating tailored portfolios that meet client objectives within agreed timescales.As a Strategic Portfolio Manager, you will utilize your skills and knowledge to...
-
Commercial Portfolio Manager
3 days ago
Liverpool, Liverpool, United Kingdom Place North West Full timeA senior commercial asset management professional is required to lead the optimization of a mixed portfolio of retail, office, industrial, and leisure properties in the Northwest of England.About the RoleWe are seeking an experienced individual to take the lead on asset strategy, focusing on rent and lease renewals, and maximizing the potential of our...
-
Portfolio Manager
2 months ago
Liverpool, Liverpool, United Kingdom Heat Recruitment Full timeJob Title: Investment ManagerAbout the Role:We are seeking a skilled Investment Manager to join our team at Heat Recruitment. The successful candidate will be responsible for managing and advising on discretionary, advisory, managed, and XO client investment portfolios. This is a fantastic opportunity to develop your career in the investment industry and...
-
Accounting Portfolio Manager
6 days ago
Liverpool, Liverpool, United Kingdom Public Practice Recruitment Ltd Full timeWe are seeking a highly skilled Accounting Portfolio Manager to oversee the management of a diverse portfolio of clients and lead the busy team's workflow.As a key member of our team, you will work closely with Partners to contribute to the firm's strategic direction and operational efficiency. You will also have opportunities for professional development...
-
Senior Payroll Professional
20 hours ago
Liverpool, Liverpool, United Kingdom Portfolio Payroll Limited Full timeAbout the Role: We are looking for a highly skilled Senior Payroll Professional to join our team at Portfolio Payroll Limited. As a Senior Payroll Professional, you will be responsible for providing expert advice to employees on payroll queries, ensuring all necessary payments are made within deadlines, and maintaining accurate records. If you have previous...
-
Portfolio Manager
6 days ago
Liverpool, Liverpool, United Kingdom Morson Talent Full timeAbout the RoleWe are seeking an experienced Portfolio Manager to lead our Category Management team. As a Portfolio Manager, you will be responsible for driving business growth and revenue increase by overseeing categories across various locations.Key Responsibilities:Analyze sales data to inform pricing strategies.Develop and implement effective promotional...
-
European Real Estate Portfolio Leader
4 weeks ago
Liverpool, Liverpool, United Kingdom The Management Recruitment Group (MRG) Full timeAbout the JobThis is a fantastic opportunity to take on a leadership role in the European real estate market.You will be responsible for leading regional operations, developing and implementing strategies to drive growth and profitability, and building strong relationships with clients.We are looking for a seasoned professional with a strong track record of...
-
Commercial Property Portfolio Manager
4 weeks ago
Liverpool, Liverpool, United Kingdom Place North West Full timePlace North West is currently seeking an experienced Commercial Property Portfolio Manager to join their team based in Greater Manchester. This role offers a competitive salary of £60,000 - £80,000 per annum, reflecting the company's commitment to attracting top talent.About the RoleThis is an exciting opportunity for a skilled professional to take...
-
Senior Audit Portfolio Manager
2 weeks ago
Liverpool, Liverpool, United Kingdom Public Practice Recruitment Ltd Full timePublic Practice Recruitment Ltd is seeking an experienced Audit Assistant Manager to fill a key role in our Liverpool office.This is a fantastic opportunity for a skilled auditor who excels at portfolio management, team oversight, and business development.The successful candidate will have a proven track record of portfolio management within UK practice,...
-
Commercial Property Portfolio Manager
4 weeks ago
Liverpool, Liverpool, United Kingdom Place North West Full timeA highly successful and accomplished property firm in Liverpool is looking to recruit a commercial property professional to join their team. The ideal candidate will have a solid background in managing mixed use commercial portfolios.About the RoleAs a key member of the property department, you will be responsible for overseeing a mixed commercial portfolio...
-
Senior Insurance Portfolio Manager
4 weeks ago
Liverpool, Liverpool, United Kingdom IDEX Consulting Full timeAbout the RoleWe are seeking a skilled and experienced Broking Manager to oversee a diverse portfolio of commercial insurance clients. The successful candidate will be responsible for building and maintaining strong relationships with clients, understanding their unique needs and delivering tailored solutions.Key ResponsibilitiesClient Management: Foster a...
-
Senior Portfolio Manager
3 days ago
Liverpool, Liverpool, United Kingdom Place North West Full timeWe are seeking a seasoned commercial asset manager to join our team in the North West of England. As a Senior Portfolio Manager, you will play a critical role in leading our mixed portfolio of Retail, Office, Industrial and Leisure properties, driving growth and maximising their potential. This is an excellent opportunity to leverage your skills and...
-
Portfolio Manager
1 week ago
Liverpool, Liverpool, United Kingdom Mapletree Investments Private Limited Full timeAbout the Role:We are seeking an experienced Business Administration Executive to join our team and oversee one of our key portfolio and department.The successful candidate will possess strong leadership skills, excellent communication abilities, and a deep understanding of business operations.Key Responsibilities:Manage Team Performance: Supervise and guide...
-
Portfolio Management Director
3 days ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeAt Artemis Recruitment Consultants Ltd, we are seeking a talented Portfolio Management Director to join our team. This exciting role will involve working closely with our Advisers, Paraplanners and Client Service Administrators to support the management of client portfolios.The ideal candidate will have previous experience in the IFA or Financial Services...
-
Commercial Portfolio Manager
3 days ago
Liverpool, Liverpool, United Kingdom Place North West Full timeA leading role is available for a Senior Commercial Asset Manager to oversee a diverse portfolio of properties in the Northwest of England.About the RoleThe successful candidate will lead on asset strategy, drive rent and lease renewals, and maximize the potential of our 100-strong commercial portfolio.This challenging position requires previous experience...
-
Property Portfolio Manager
2 months ago
Liverpool, Liverpool, United Kingdom Entwistle Green Full timeProperty Portfolio Manager Job DescriptionAbout the Role:We are seeking a highly skilled and motivated Property Portfolio Manager to join our team at Entwistle Green. As a Property Portfolio Manager, you will be responsible for managing a portfolio of properties, building relationships with internal colleagues and customers, and providing a first-class...
-
Strategic Portfolio Manager
4 weeks ago
Liverpool, Liverpool, United Kingdom Heat Recruitment Full timeAs a highly regarded national Wealth Management firm, we are looking for an experienced Investment Manager to continue the development of our offices in Liverpool.Key Responsibilities:Managing and advising on existing client investment portfoliosPlacing deals resulting from portfolio reviewsOption/derivative trades as and when requiredCandidate...
-
Financial Portfolio Manager
4 weeks ago
Liverpool, Liverpool, United Kingdom Agility Resoucing Full timeOverviewA prestigious opportunity to take on a senior role in our rapidly expanding accounting practice. As a Financial Portfolio Manager, you will oversee the management of client portfolios, ensuring seamless delivery of services and driving business growth.Salary and BenefitsWe offer a highly competitive salary package, including a base salary of £45,000...
-
Property Portfolio Manager
3 days ago
Liverpool, Liverpool, United Kingdom Everpool Full time £40,000 - £45,000About the PositionWe are looking for a skilled Branch Manager to lead our Estate Agency in Liverpool City Centre and drive success across our portfolio of 350 properties.Compensation PackageThe successful candidate will receive a competitive salary of £30,000 - £35,000 per annum, plus high levels of commission, AVIVA Private Health Insurance, Company Car,...
-
Property Portfolio Manager
1 week ago
Liverpool, Liverpool, United Kingdom Everpool Careers Full timeJob OverviewThe role of a Property Portfolio Manager at Everpool Careers is to oversee the management and performance of a portfolio of 350 properties in the Liverpool area. This involves driving revenue growth, improving processes, and leading a team to achieve high standards.About the RoleWe are seeking an experienced Lettings / Branch Manager with a...