Portfolio Management Specialist

1 day ago


Edinburgh, Edinburgh, United Kingdom Azets Group Full time
Job Overview

This is an exciting opportunity for a Portfolio Management Specialist to join our Private Client department. As a key member of our team, you will be responsible for managing a portfolio of professional partnerships, estates, and high net worth individuals.

You will work closely with our partners and clients to understand their tax needs and provide expert guidance on tax planning, compliance, and dispute resolution. With your significant experience in tax advisory services, you will be expected to develop and maintain strong relationships with clients and internal stakeholders.

The ideal candidate will have excellent communication and interpersonal skills, as well as a strong understanding of tax laws and regulations. We offer a competitive salary range of £90,000 - £120,000 per annum, depending on experience, as well as flexible working arrangements and professional subscription benefits.



  • Edinburgh, Edinburgh, United Kingdom Highland Council Full time

    The Highland Council seeks a highly skilled Highland Portfolio Specialist to manage and maintain the operational estate, investment portfolio, and common good property. The successful candidate will provide expert advice on property valuations, rent reviews, acquisitions, disposals, and negotiations.


  • Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full time

    Schroders Recruitment seeks an experienced Investment Portfolio Specialist to join our Wealth Management division. As an Assistant Fund Manager, you will play a key role in supporting our Portfolio Managers and Directors in their daily activities.Key responsibilities include developing strong relationships with our clients, maintaining accurate records, and...


  • Edinburgh, Edinburgh, United Kingdom The Portfolio Group Full time

    About the RoleThe Portfolio Group is looking for an experienced Human Resources Consultant to join our dynamic consultancy. As a Regional HR Manager, you will play a pivotal role in leading meetings, negotiation sessions, and offering expert guidance on diverse employee relations matters.ResponsibilitiesProvide expert advice on employee relations...


  • Edinburgh, Edinburgh, United Kingdom Phoenix Group Holdings Full time

    Job SummaryWe are seeking a skilled Portfolio Compliance Specialist to join our team at Phoenix Group Holdings. As a key member of our Business Control and Governance unit, you will play a critical role in ensuring the effective implementation of investment compliance controls across our Asset Management portfolio.The successful candidate will possess strong...


  • Edinburgh, Edinburgh, United Kingdom oilandgasjobsearch Full time

    Job DescriptionThis role is focused on originating and structuring PPAs for assets under management, supporting the Investment Team with due diligence reviews on offtake structures, managing relationships with key offtakers and market access providers, participating in BESS revenue model definition and execution, negotiating Route-to-Market agreements for...


  • Edinburgh, Edinburgh, United Kingdom The Portfolio Group Full time

    The Portfolio Group is a global, award-winning HR & Employment Law consultancy looking for a skilled Regional Employment Law Specialist to join our team. As a key member of our consultancy, you will provide expert guidance on diverse employee relations matters, leading meetings, negotiation sessions, and overseeing administrative procedures for effective...

  • Portfolio Manager

    6 days ago


    Edinburgh, Edinburgh, United Kingdom Cobalt Recruitment. Full time

    Cobalt Recruitment is working with a well-respected Managing Agent to find a highly skilled Facilities Manager. This position involves managing a portfolio of properties in Edinburgh and Dunfermline.The estimated salary for this role is £35,000 - £45,000 per annum, depending on experience.As the successful candidate, you will be responsible for managing...


  • Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Professional to join our Wealth Management division, Cazenove Capital. This is an exciting opportunity for someone who is passionate about delivering exceptional client service and investment management.Key Responsibilities:Support senior portfolio managers in managing clients' portfolios,...

  • Portfolio Leader

    4 weeks ago


    Edinburgh, Edinburgh, United Kingdom Siemens Energy Full time

    Job DescriptionWe are looking for an experienced Energy Transition Specialist to join our team at Siemens Energy. As an Energy Transition Specialist, you will play a key role in the successful execution of complex orders across the Siemens Energy portfolio during the site erection and commissioning phases of new build projects in the UK&I.Your primary...


  • Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full time

    We are looking for an Account Management Specialist to join our team at JohnstonGreer Ltd. The successful candidate will be responsible for managing a portfolio of SIPP and SSAS clients, providing illustrations and technical support, and ensuring excellent customer service.What You Will Need:Proven experience in account management within the financial...


  • Edinburgh, Edinburgh, United Kingdom Citi Full time

    About the RoleThe Investment Portfolio Manager role at Citigroup Inc. is an exciting opportunity to join a dynamic team responsible for managing investment portfolios on behalf of clients. As a key member of the team, you will be responsible for identifying and implementing investment opportunities that meet client objectives.Key ResponsibilitiesIdentify and...


  • Edinburgh, Edinburgh, United Kingdom Azets Full time

    About the JobWe are looking for a skilled Portfolio Management Professional to join our team at Azets. This exciting opportunity involves owning and managing a client portfolio, overseeing team portfolios, and contributing to workflow planning.Main ResponsibilitiesOversight of a portfolio of audit clients, including the preparation of accounts and...


  • Edinburgh, Edinburgh, United Kingdom Dimensions Specialist Recruitment Full time

    Dimensions Specialist Recruitment is a global recruitment agency committed to connecting talented professionals with exciting career opportunities.We are currently recruiting for a skilled Pension Administrator to join our client's team. This role involves managing Defined Benefit pension schemes, providing excellent customer service, and working...


  • Edinburgh, Edinburgh, United Kingdom The Portfolio Group Full time

    About The Portfolio GroupWe are a leading firm in our field, offering a unique opportunity for an experienced Litigation Consultant specializing in employment law to join our team.The successful candidate will manage cases across the UK, with some requirement to travel. This is a fantastic opportunity to work from home and within the field representing...


  • Edinburgh, Edinburgh, United Kingdom Michael Page (UK) Full time

    Job SummaryA dynamic and results-driven Portfolio Property Manager is required to oversee the management of a diverse estate, ensuring that all properties are fit for purpose and compliant with regulatory requirements. The successful candidate will be responsible for carrying out regular property inspections, managing maintenance budgets, and arranging for...


  • Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full time

    **About the Role**We are looking for a talented Senior Accountant to join our team in Edinburgh. As a Senior Accountant, you will be responsible for managing a portfolio of clients and delivering high-quality financial services.Key ResponsibilitiesManage a portfolio of clients and prepare their statutory accountsProcess VAT returns and HMRC tax...


  • Edinburgh, Edinburgh, United Kingdom Aston Charles Full time

    Aston Charles is seeking a Client Portfolio Manager to join its Corporate Unit in Glasgow or Edinburgh. As a key member of the team, you will manage a diverse portfolio of clients and develop effective relationships with them.You will work closely with Account Executives and Directors to understand client needs and develop solutions. Excellent communication...


  • Edinburgh, Edinburgh, United Kingdom Cobalt Recruitment. Full time

    Cobalt Recruitment is working with a respected Managing Agent to find a highly skilled Property Portfolio Manager to oversee a portfolio of commercial properties in Edinburgh and Dunfries.The ideal candidate will have excellent organizational skills, be able to manage multiple assets, and have experience in facilities management.Salary: £45,000 - £60,000...


  • Edinburgh, Edinburgh, United Kingdom Schroders Full time

    About SchrodersWe are a global investment manager, providing investment services to individuals, charities, and institutions. We have around 6,000 people on six continents, and we've been around for over 200 years.The RoleWe are seeking an experienced professional to join our team as a Client Services Executive. In this role, you will work closely with...


  • Edinburgh, Edinburgh, United Kingdom Career Legal Full time

    **Job Overview**Career Legal is seeking a highly experienced Senior Legal Portfolio Manager to join our team in Leeds, Edinburgh or Manchester. As a key member of our Property Asset Management group, you will play a crucial role in leading our client's legal operations and driving business growth.**Responsibilities**Lead the legal strategy for a major...