Client Portfolio Manager jobs in Somerset, England
Now available 5 results are consistent
Sort by:relevance - date
CLIENT MANAGER
Managing a portfolio of clients Including direct contact through face to face meetings and telephone/online advise. Tax returns and working to relevant standards. Tax planning. Provide bespoke training for clients. Xero, QuickBo...
Company | Autograph Recruitment Ltd |
---|---|
Address | Somerset, England |
Category | Banking |
Salary | Salary negotiable |
Job type | Permanent, full-time |
Date Posted | 5 days ago See detail |
Client Manager
Autograph Recruitment Ltd
Somerset, England
Salary negotiable
Managing a portfolio of clients Including direct contact through face to face meetings and telephone/online advise. Tax returns and working to relevant standards. Tax planning. Provide bespoke training for clients. Xero, QuickBo...
5 days ago seen See more...
- View all Autograph Recruitment Ltd jobs - jobs in Somerset
Client Support Manager
Capio Recruitment Financial Planning
Somerset, England
Experience working within a similar management role for a Wealth Management company. Ability to analyse data and implement action plans. Excellent leadership skills to be able to line manage a team. Forward thinking individual who...
2 months ago seen See more...
Client Service Manager
Recruit Uk
Somerset, England
£42,000 - £55,000 per annum
Competitive salary of 42,000 - 50,000. Discretionary bonus. Hybrid working. 25 days annual leave +/- 5 days. 4x DIS. Private medical insurance. 5% pension contribution. Personal development progression opportunities. Additional...
2 months ago seen See more...
- View all Recruit Uk jobs - jobs in Somerset
Client Services Manager - wealth management - 2 days office / 3 days home
Reed Insurance
Somerset, England
£42,000 - £55,000 per annum, inc benefits
Purpose of the role To lead teams within the business in a way that supports delivery of service excellence and operational efficiency. Coach individuals to achieve high performance; support with Training and Personal Development...
2 months ago seen See more...
- View all Reed Insurance jobs - jobs in Somerset
PORTFOLIO ASSET MANAGER (TELECOM) - PERMANENT - THEALE - HYBRID
Project People
Theale, Somerset
Negotiable
To negotiate and promote the agreement of terms for ongoing acquisition and renewal of sites within these portfolios and provide support on all other property and commercial issues arising acting as the point of escalation. To ide...
2 months ago seen See more...
- View all Project People jobs - jobs in Theale