1403 portfolio manager jobs found

Portfolio Manager (Accountancy firm) Location: Kettering, Northamptonshire Salary: £55k - £65k + Excellent Benefits Job Type: Full - Time, Permanent The Client: Our client is a leading accountancy firm, dedicated to delivering excellent solutions to their diverse portfolio of clients. The Role: As a Portfolio Manager, you will be managing a portfolio of clients, delivering accounting and tax planning solutions. Build strong relationships, drive project delivery, and support team growth. Duties: Review accounts and tax returns for corporate and unincorporated clients. Provide exceptional service to clients on various areas in a cost-effective manner. Respond promptly to client and third-party queries (e.g., HMRC). Develop strong knowledge of clients' businesses and act as their point of contact. Assist in managing the Agriculture and Property department, including staff appraisals and effective delegation. Support partners in WIP control and timely...

Recruitment Hunters are recruiting for an Accountancy Practice experience Qualified Accounts Portfolio Manager who is ACA, CTA or ACCA Qualified for their expanding Accountancy Practice firm in the Bicester, Oxfordshire area. The firm provides tailored audit, accounting, taxation and business advice across diverse sectors including academy schools, agriculture, landed estates, international, not for profit, property and development and professional services. To manage a portfolio of clients and drive the delivery of accounting and tax planning solutions to these clients. Building relationships will allow you to effectively deliver projects and grow members of the team. Providing unique, tailored solutions to key clients, in particular within the Agriculture and Property industries.. Main Responsibilities: - Portfolio Manager (Qualified - Accounts) To provide exceptional levels of service to clients on a wide variety of areas, on a cost effective & timely basis. Responding to...

Recruitment Hunters are recruiting for an Accountancy Practice experience Qualified Accounts Portfolio Manager who is ACA, CTA or ACCA Qualified for their expanding Accountancy Practice firm in the Corby, Northamptonshire area. (Focusing on Agriculture Clients) The firm provides tailored audit, accounting, taxation and business advice across diverse sectors including academy schools, agriculture, landed estates, international, not for profit, property and development and professional services. To manage a portfolio of clients and drive the delivery of accounting and tax planning solutions to these clients. Building relationships will allow you to effectively deliver projects and grow members of the team. Providing unique, tailored solutions to key rural clients. Main Responsibilities: - Portfolio Manager (Qualified - Accounts- Agriculture) To provide exceptional levels of service to clients on a wide variety of areas, on a cost effective & timely basis. Responding to client...

PIB Schemes & Affinities division are recruiting for a Senior Programme/Portfolio Manager. This role will be responsible for developing and managing the divisions change programme and is an exciting opportunity for an experienced Programme management professional to own and deliver in line with the division’s objectives. Key Responsibilities Owning the S&A 18 month programme of work including all significant IT, Operational, Data and Marketing projects Developing and managing the S&A change programme ensuring all projects are scoped, assessed and prioritised appropriately to ensure a pipeline that meets the overall objectives of S&A Managing the planning, management and delivery of all projects to ensure that the S&A programme is delivered in an effective and efficient manner Working with the S&A Executive team and senior Group stakeholders to ensure that there is a clear programme of work, appropriate prioritised, scoped and sequenced Ensure the...

Portfolio Manager Our client is a very highly regarded and well funded financing company with a particular focus on the legal sector. They work with top law firms, to provide financial solutions they can offer to their clients as a way they can fund their legal needs. This company is going through an exciting growth phase, and as such need another loan portfolio manager to join the team . The purpose of the role is to work with clients, taking them through the journey of first enquiry through to live loan, and settlement. You will need to have a good understanding of credit risk and be able to assess the provided information to determine whether the loan will be approved You'll need be highly organised, self motivated and comfortable dealing with dealing with clients over the phone. The role will be based out of their Central London office, working on a hybrid model. The JM Longbridge Group is operating and advertising as an Employment Agency for permanent positions and as...

One of the top 100 Accountancy firms in the UK, with its four offices, its long history of over 60 years, and the positively tangible career growth possibilities is seeking an ACA or ACCA or CTA Qualified Accounts Portfolio Manager to join their formidable team where you’ll provide supreme auditing and accounting related services to a portfolio of clients from industries as diverse as charities to agriculture and where no two days are the same. Interest been piqued? This opportunity offers long term career growth, long term career stability and a fantastic work life balance in a winning culture of team cohesiveness. Working in their Kettering office, working 37.5 hrs per week, Monday to Friday offering a salary of £50,000-£60,000 and an impressive list of benefits we’d be happy to tell you about. Hybrid working is available. Role responsibilities * Manage a portfolio of clients providing them with a 5-star accountancy service * Review and finalise audit...

One of the top 100 Accountancy firms in the UK, with its four offices, its long history of over 60 years, and the positively tangible career growth possibilities is seeking an ACA or ACCA or CTA Qualified Accounts Portfolio Manager to join their formidable team where you’ll provide supreme auditing and accounting related services to a portfolio of clients from industries as diverse as charities to agriculture and where no two days are the same. Interest been piqued? This opportunity offers long term career growth, long term career stability and a fantastic work life balance in a winning culture of team cohesiveness. Working in their Banbury office, working 37.5 hrs per week, Monday to Friday offering a salary of £50,000-£60,000 and an impressive list of benefits we’d be happy to tell you about. Hybrid working is available. Role responsibilities * Manage a portfolio of clients providing them with a 5-star accountancy service * Review and finalise audit...

An exceptional career opportunity is available, due to the company's success and expansion, for a Bridging Loan Portfolio Manager, with a leading Bridging Lender A market leading package is being offered, a competitive negotiable package, comprehensive benefits and bonus, a long-term career in a dynamic organisation and career progression. Base salary is very much dependent upon experience. Portfolio Manager Main Requirements Undertaking the Pre-Completion Call Dealing with all Borrower interaction once the loan draws-down Managing the satisfaction of Conditions Subsequent Obtaining of documents as required (e.g., building insurance certificates; replacement AST documents; leases) Maintenance of satisfactory records of events during the life of the Loan (primarily but not exclusively using the CRM system) Managing anticipated redemption dates Negotiating additional loan facilities with the borrower (i.e., term extensions) Instructing and liaising with our appointed Lawyer to...

Client/Portfolio Manager Location: Taunton Our Client Autograph are delighted to be working with highly successful and progressive Practice Accountants with offices in the South West.  This rare and fantastic opportunity would ideally work for a Qualified accountant with professional practice experience.  Clear career progression is offered and space to grow in a dynamic team. Responsibilities Managing a variety of clients and supporting the directors with a range of services.  You will be ACA or ACCA qualified and have worked in a similar environment.  My client is happy to take on someone who is looking for a step up in to this position.  You will need to have excellent communication skills as you will be liaising with clients and directors of all levels. Candidate requirements ACA or ACCA qualified Minimum of 5 years practice experience required Previous experience of working in a similar role Good IT knowledge of Word and Excel and...

An exceptional career opportunity is available, due to the company's success and expansion, for a LOAN PORTFOLIO MANAGER with a leading Bridging and Commercial Finance company based in London. A market leading package is being offered, a competitive negotiable package, comprehensive benefits and bonus, a long-term career in a dynamic organisation and career progression. Loan Portfolio Manager Purpose of Role Ensure all files are compliant and are satisfied with the file on receipt of COT. Ensure all reports are kept up to date and any outstanding actions are completed. Manage and control the redemption process including default clients. Support on maintaining internal investors. Deliver completion statements and fund agreements. Audit of Files Audit new loan files Check and approve legal documents sent from solicitors. Check land registry titles provided for prior restrictions and charges. Ensure Loans are Eligible and fits eligibility criteria for respective MFS...

Portfolio Director / Portfolio Manager (This role is based in Manchester) Maven Capital Partners, a subsidiary of Mattioli Woods, is looking for a Portfolio Director / Portfolio Manager to join our Manchester team. This role will report directly to the Portfolio Team Director. The key purpose of this role is to create value within the private company investment portfolio by providing support and guidance to investee company management teams, monitoring growth and cash requirements against plan,… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

We have a new full time vacancy now available for a candidate who would have previously provided assistance on Investments or Pensions to a portfolio of clients. This new Pensions Administrator position is working for a high quality investment platform for the UK and International marketplace. The service the company provides, enables financial advisors to consolidate and manage all their client's investments in one place. You will be working with a small team of colleagues and the role is hybrid giving you the freedom to work remotely as well as engaging with like minded colleagues and being part of an exciting culture as the business continues to grow. The main purpose of the role is to: To be a main point of contact for your clients in reference to their portfolio of business. Key responsibilities for the role will include: * Working closely with your client base - assisting and gaining updates * Support project and IT initiatives promoting automation and...

Accounts & Audit Senior/Client Portfolio Manager – Nottingham Public Practice recruitment specialists Clark Wood have recently been instructed by highly reputable, independent accountancy firm in Nottingham Our client are looking to bring on board a talented ACA / ACCA Qualified Accountant to join their expanding team. The ideal candidate will have varied general practice experience ideally including experience of undertaking and leading audit assignments on a variety of clients, relevant accounts preparation work and necessary tax returns. This role offers a rare balance of interesting general practice work, interesting business advisory projects, accounts preparation, tax & auditing work. You would also be gaining exposure to a diverse client base including SMEs, & OMBs. The role offers excellent progression opportunities and a chance to increase responsibilities from day one with the option of taking on a full client portfolio as a portfolio manager for...

The Company Able Bridge Recruitment are thrilled to be working with a public practice who are at the forefront of leading the standards of the industry. We have partnered with them in the recruitment of an assistant accountant/client portfolio manager on a permanent basis. The role reports into one of the directors of the firm and will be based in the Edinburgh office for the majority of the week (60% office based, 40% home based). The benefits associated with this role include; Company related performance bonus. Above average salary. Significant earning potential/clear career path. Generous holiday entitlement. Company pension. The vacancy has arisen due to continued growth and we foresee that growth showing no signs of slowing down. The Responsibilities The purpose of this role is to provide accountancy services to a range of businesses that sit in the small/medium sized enterprise. You will be expected to provide business advisory support to your client base and will be...

Client Services Manager Based Stoke on Trent, Staffordshire - Hybrid working available Full time, permanent Entrust Recruitment are looking for a Client Services Manager/Portfolio Manager to join a leading Accountancy practive in Stoke on Trent. Role Description Dealing with a wide spectrum of clients from sole traders, partnerships and limited companies, with a key focus on proactively supporting clients. You will take on the management of an existing portfolio, where you will be responsible for delivering a quality service. Your portfolio will focus on accounts preparation, taxation and other general accountancy practice services. Clients are varied and you will have the opportunity to develop client relationships and deliver on wide ranging projects, working with the wider team. The firm is expanding and has structured growth and development plans in place and so offers an exciting opportunity. Main duties include: * Managing your own client portfolio * Working with...

Tax Senior required to join the Harrow based office of an expanding Tax team for a seriously fast growing accountancy practice. The successful Tax Senior will be able to work efficiently on self-assessments and be able to confidently contact both clients and HMRC. The role of a Tax Senior requires attention to detail and an ability to work well within the Tax team. If you are an experienced Tax Senior with a keen eye for detail, then this company could be the one for you. The Tax Senior applicant must have at least 2 years' experience within a practice, preparing self-assessment tax returns. The role of the Tax Senior is to manage their own portfolio, as well as provide assistance to the Tax Manager and Tax Director as and when required. Tax Portfolio Manager Position Overview Manage a portfolio of clients:. Liaise with clients/HMRC by post, email and phone Carry out and deal with IHT, CGT & EMI for a number of clients Be responsible for billing clients Assist the tax...

A leading independent bridging finance provider based in London, has an exceptional career opportunity available for Loan Portfolio Assistant. With a strong presence in the market, it specialises in offering fast and flexible bridging loans and buy-to-let mortgages to our valued intermediaries and clients. This is an exceptional opportunity, offering a very competitive base salary, a comprehensive benefits package and bonus, alongside a vibrant and happy working environment. Genuine career progression. Loan Portfolio Assistant Role Purpose: The Loan Portfolio Assistant will play a crucial role in supporting the management and administration of our loan portfolio. This position requires strong analytical skills, excellent communication abilities, and a solid understanding of lending principles and practices. The successful candidate will work closely with the Loan Portfolio Manager to ensure the efficient and effective management of our loan portfolio. Key Responsibilities: *...

Portfolio Executive London - Hybrid Salary up to £25,000 - bonus up to £2,500 The Opportunity: Our client is a leading early-stage investment firm providing capital and support to British startups. By combining its Angel Network and Seed Funds, our client has created a unique model that allows investors to get exposure to SEIS and EIS eligible businesses, either directly or through a diversified portfolio curated and managed by their expert team. Backed by an impeccable track record and recognised by Pitchbook as the UK's most active VC, our client has partnered with the likes of British Business Investments to bring innovation forward. We are currently looking for a new team member who can cover a new position within the company as a Portfolio Analyst who will be reporting to the Portfolio Manager. The successful candidate has the ability to make this role their own and can grow and develop their role within the business over time. There will be salary reviews...

Graduate Analyst London - Hybrid Salary up to £25,000 + Bonus The Opportunity: Our client is a leading early-stage investment firm providing capital and support to British startups. By combining its Angel Network and Seed Funds, our client has created a unique model that allows investors to get exposure to SEIS and EIS eligible businesses, either directly or through a diversified portfolio curated and managed by their expert team. Backed by an impeccable track record and recognised by Pitchbook as the UK's most active VC, our client has partnered with the likes of British Business Investments to bring innovation forward. The Role This is a Portfolio Analyst role and we are looking for a person who can bring transferable skills and passion for early-stage Venture Capital. You don’t have to be a perfect candidate, but you need to be interested in the role, willing to learn, and able to take responsibility and initiative. In return you will be offered the best...

Join a supportive team at one of Melbourne’s most highly regarded planning and wealth creation companies. Due to growth through the business, a fantastic opportunity has arisen for a dedicated investment professional to join their portfolio management team. The Role Reporting to the Senior Portfolio Manager, the Funds Management Administrator will play an integral role in the ongoing administration and support services for investment and superannuation clients. This will include but not limited… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website