Portfolio Financial Specialist
5 days ago
Trident International Associates seeks an experienced Portfolio Financial Specialist to join their prestigious Block and Portfolio Management Accounts team.
About the RoleThis exciting opportunity involves managing a client portfolio and taking ownership of the process from start to finish. As a Portfolio Financial Specialist, you will work closely with the Senior Portfolio Accountant & Portfolio Account Director to ensure seamless delivery of services to our clients.
Key Responsibilities- Manage client portfolios and take ownership of the process from start to finish.
- Assist the block manager with the preparation of the annual service charge budget and ten-year maintenance plan for clients.
- Review and approve clients' supplier invoices on a daily basis.
- Perform quarterly financial reconciliations and checks for all clients/Properties.
- Produce regular client reporting for the portfolio, using a combination of computer-generated reports and bespoke Excel reports.
- At least 1 year of experience as a Client/Service Charge Accountant in a similar role.
- A competitive salary (£40,000 - £50,000 per annum) plus additional earning potential through commission.
- A hybrid working arrangement (3 days WFH after settling-in period).
- A comprehensive benefits package, including healthcare insurance and an Employee Assistance Programme.
- Ongoing study support for professional qualifications.
- A complementary mortgage service arrangement.
-
Portfolio Management Specialist
2 days ago
London, Greater London, United Kingdom Arthur Financial Full timeWe are looking for a highly skilled Portfolio Management Specialist to join Arthur Financial in London.This diverse role involves working across the portfolio of products by analysing performance, model development, and automation, while liaising with the wider actuarial teams.The successful candidate will report into the Deputy Chief Actuary and work...
-
Financial Portfolio Specialist
4 days ago
London, Greater London, United Kingdom Mason Blake Full timeJob DetailsAt Mason Blake, we are seeking a skilled Financial Portfolio Specialist to join our team. The estimated salary for this position is £60,000 - £80,000 per annum.The successful candidate will be responsible for assisting the lead Portfolio Manager in implementing investment strategies and adapting decisions according to client objectives and...
-
Financial Portfolio Specialist
2 days ago
London, Greater London, United Kingdom Kinleigh Folkard & Hayward Full timeJob OverviewWe are seeking an experienced Financial Portfolio Specialist to join our Block and Portfolio Management Accounts team at Kinleigh Folkard & Hayward.The successful candidate will have a proven track record in managing client portfolios, providing exceptional accounting services, and working collaboratively with the Senior Portfolio Accountant and...
-
Financial Operations Specialist
16 hours ago
London, Greater London, United Kingdom Portfolio Payroll Full timeJob SummaryWe are looking for an experienced Payroll Specialist to join our team at Portfolio Payroll. As a key member of our operations team, you will be responsible for managing our client's UK payrolls on ADP IHCM, ensuring accuracy and timeliness of all payments.Key Responsibilities- Manage UK payrolls on ADP IHCM- Coordinate with stakeholders to resolve...
-
Financial Portfolio Specialist
4 days ago
London, Greater London, United Kingdom ZipRecruiter Full timeWe are looking for a Financial Portfolio Specialist to join our team in London. In this role, you will conduct financial analysis and modelling to assess asset performance and forecast future outcomes. You will also support investment strategy by collaborating with senior team members on portfolio performance and strategic recommendations.The ideal candidate...
-
Hedge Fund Portfolio Manager
3 weeks ago
London, Greater London, United Kingdom Jigsaw Financial Full timeAt Jigsaw Financial, we are seeking an experienced Hedge Fund Portfolio Manager to join our team. This is a unique opportunity to utilize your skills and expertise in Long/Short Equity strategies.The successful candidate will be responsible for providing analytical support to internal teams globally, representing the company externally to clients, and...
-
Financial Portfolio Specialist
2 days ago
London, Greater London, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeAs a Financial Portfolio Specialist at Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists, you will play a key role in the success of our clients. This is an exciting opportunity to join our team and take on new challenges.About the RoleYour responsibilities will include working across Audits, Accounts Preparation, and Tax...
-
Financial Portfolio Specialist
4 weeks ago
London, Greater London, United Kingdom Ki Insurance Full timeJob OverviewWe are seeking an experienced Financial Portfolio Specialist to join our team at Ki Insurance. As a key member of our capital partnerships team, you will be responsible for managing and enhancing processes that allow partners to gain the insight they require to understand and profitably manage their portfolio(s).The successful candidate will have...
-
Financial Portfolio Specialist
4 days ago
London, Greater London, United Kingdom JCW Full timeAt JCW, we are seeking a highly skilled Financial Portfolio Specialist to join our Investment Advisory team in London. As part of this role, you will be responsible for delivering high-quality financial advice and investment counseling services to our clients.The successful candidate will have excellent quantitative skills, with demonstrable experience in...
-
Financial Portfolio Specialist
4 days ago
London, Greater London, United Kingdom CV-Library Full timeJob Overview: Our client, a renowned bank based in central London, seeks a skilled Financial Portfolio Specialist to join their Asset Finance team. This exciting opportunity involves supporting the Collections Manager in all collection activities within the department. As a key member of the team, you will be responsible for actively managing daily...
-
London, Greater London, United Kingdom Aether Financial Full timeJob DescriptionAt Aether Financial, we are seeking a highly skilled and experienced Accounts & Tax Manager to join our team. This is an excellent opportunity for someone looking to take their career to the next level in a fast-paced and dynamic environment.Job SummaryWe are looking for a seasoned professional with a strong background in accountancy and tax...
-
Financial Operations Specialist
2 days ago
London, Greater London, United Kingdom Portfolio Payroll Limited Full timeJob Title: Financial Operations SpecialistWe are seeking a detail-oriented and experienced financial operations specialist to join our administrative team at Portfolio Payroll Limited. As the successful candidate, you will play a key role in managing payroll and pensions, as well as overseeing the purchase ledger for the school.Key Responsibilities:•...
-
International Payroll Specialist
4 weeks ago
London, Greater London, United Kingdom Portfolio Payroll Full timeAbout Portfolio PayrollWe are partnered with a global financial services organisation to manage their international payroll requirements.
-
Financial Portfolio Specialist
2 days ago
London, Greater London, United Kingdom JJ SEARCH LIMITED Full timeJob OverviewWe are seeking a highly skilled Financial Portfolio Specialist to join our team at JJ SEARCH LIMITED in London. The successful candidate will be responsible for efficiently arranging the transfer of client assets and ISA subscriptions, ensuring accurate client portfolio records and compliance with firm systems.This is a 6-month fixed-term...
-
Financial Portfolio Growth Specialist
1 month ago
London, Greater London, United Kingdom Chubb Ltd. Full timeJob Summary:We are seeking a highly skilled Financial Portfolio Growth Specialist to join our team at Chubb Ltd. in London.About the Role:The successful candidate will be responsible for growing our portfolio with key brokers and clients, while maintaining and developing existing accounts.Main Responsibilities:To underwrite new business or renewals according...
-
Financial and Portfolio Data Specialist
4 days ago
London, Greater London, United Kingdom Page Personnel Full timeJob OverviewA Financial and Portfolio Data Specialist is required for a boutique investment management firm overseeing a global multi-asset class portfolio. This role is based in Central London, offering hybrid working arrangements.The ideal candidate will support the Investment & Reporting Controller in investment administration and produce routine...
-
Financial Operations Specialist
2 days ago
London, Greater London, United Kingdom Portfolio Payroll Full timeWe are seeking a highly skilled Financial Operations Specialist to join our team at Portfolio Payroll. This role is crucial in ensuring the smooth running of our school's financial operations.Job Summary:The ideal candidate will have proven experience in payroll processing, purchase ledger management, and pension administration. They will be responsible for...
-
Financial Operations Manager
3 weeks ago
London, Greater London, United Kingdom Portfolio Payroll Full timeOur company, Portfolio Payroll, is a leading provider of payroll services based on the outskirts of Chester. We are seeking an experienced Financial Operations Manager to oversee our team of payroll specialists within our accountancy practice.We offer a competitive salary of £40,000 - £60,000 per annum, depending on experience. If you want to be part of a...
-
Financial Operations Specialist
4 weeks ago
London, Greater London, United Kingdom Portfolio Payroll Full timeAbout Portfolio PayrollWe are a vibrant and inclusive learning community committed to providing a supportive environment where both students and staff can thrive. Our financial operations team is dedicated to ensuring the smooth running of our school's finances.Job DescriptionThe Financial Operations Specialist will play a key role in managing payroll,...
-
Financial Portfolio Specialist
2 days ago
London, Greater London, United Kingdom Bennett And Game Recruitment Full timeJoin a dynamic team of accounting professionals at Bennett and Game Recruitment, where you can develop your expertise in managing client portfolios and delivering high-quality financial services. As a Senior Accounting Executive, you will play a key role in driving business growth and building long-term relationships with clients.Key ResponsibilitiesManage a...