Client Portfolio Manager jobs in West Midlands

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CLIENT PORTFOLIO MANAGER

Assisting with the onboarding of new clients to ensure that they have a friendly contact and gets them off on the right step to excellent support. Building deep, long standing relationships with your clients. Working with the wide...

CompanyCmd Recruitment
AddressSwindon, Staffordshire
CategoryBanking
Salary40000.00 - 46000.00 GBP Annual
Job typeFull Time
Date Posted 2 months ago See detail

Client Portfolio Manager

Cmd Recruitment

Swindon, Staffordshire

40000.00 - 46000.00 GBP Annual

Assisting with the onboarding of new clients to ensure that they have a friendly contact and gets them off on the right step to excellent support. Building deep, long standing relationships with your clients. Working with the wide...

Private Client Tax Advisory Manager - Birmingham

Pro-Tax

Birmingham, West Midlands

GBP60000 - GBP70000 per annum + Top Benefits Package + Flexi Working

Complete flexibility to work from home up to 3 days a week. Working with an interesting portfolio of clients where variety is key. Collaborating with a team that are cohesive with a family feel. Good earning potential without stri...

Private Client Tax Assistant Manager - Birmingham

Pro-Tax

Birmingham, West Midlands

GBP50000 - GBP60000 per annum + Top Benefits Package

Experience of advising on BPR, ATED, shareholder planning and/or trusts, would also be valued.In return, you'll join a genuine meritocracy and enjoy a personable, supportive and sociable environment. Hyrbid working is standard wit...

Private Client Tax Senior Manager - 100% Advisory

Pro-Tax

Birmingham, West Midlands

GBP80000 - GBP95000 per annum + Excellent Pension + Bonus + Bens

As the Private Client Tax Senior Manager you will manage a portfolio of clients ranging from HNWI's, Non-Domiciled Residents, Partnerships, Entrepreneurs and Directors throughout the midlands. You will also be aiding with the deve...

Accounts Assistant / Client Manager

Working Solutions Mercia

Ludlow, Shropshire

£25,000 - £38,000/annum

Experience in an accountancy practice including accounts preparation for sole traders, partnership, LLP and company accounts;VAT preparation and/or review; self assessment tax return preparation and/or review. Strong communicatio...

Client Manager

Public Practice Recruitment Ltd

Warwickshire, England

Support a portfolio of clients, maintaining excellent rapport as their go-to advisor. Work closely with the Senior Manager to ensure expectations, deadlines and budgets are met. Review accounts files and support the tax planning p...

Assistant Client Manager

Ernest Gordon Recruitment Limited

Shropshire, England

£30,000 - £40,000 per annum

Client engagement and account management. Training from senior management to develop you as well as training and managing staff. Work with portfolio varied clients. ACA or ACCA partly qualified or qualified. Accountancy Practice E...

Senior Client Manager

Public Practice Recruitment Ltd

Worcestershire, England

Owning responsibility for a portfolio of clients, managing your workflow, deadlines, and budgets. Planning and undertaking assignments, striving to deliver service excellence. Lead a team of accountants, reviewing work, providing...

Portfolio Marketing Manager (Pharmaceuticals)

Brite Recruitment

Birmingham, West Midlands

£60,000/annum

Developing and implementing a strategic Portfolio Marketing plan in collaboration with sales leads and budget requirements, outlining clear product strategies and messaging. Responsible for understanding the market, competitor and...

Manager - Corporate Tax Private client exposure

Michael Page Finance

West Midlands, England

£50,000 - £60,000 per annum

ACA/ACCA/CTA qualified or by experience. You will have developed your career to Corporate Tax Manager levels with a Corporate Tax focused career background. You will bring a mix of compliance and planning skills and may come with...

Portfolio Marketing Manager (Pharmaceuticals)

Brite Recruitment

Birmingham, West Midlands

£60,000 - £60,000 Per Annum

PORTFOLIO MARKETING MANAGER (PHARMACEUTICALS) BIRMINGHAM / REMOTE WITH TRAVEL UP TO 60,000 + CAR ALLOWANCE SUMMARY Our global medical devices client is looking for a Portfolio Marketing Manager, to shape and share the strategic v...

Facilities and Property Portfolio Manager

The Best Connection Group Ltd

Bromsgrove, Worcestershire

£35,000 to £47,000 per year

Management of the current facilities team . Support and develop collaborative working partnerships with colleagues, teams, contractors and suppliers. Produce and manage schedule of works for all property management, maintenance an...

Facilities and Property Portfolio Manager

The Best Connection

Bromsgrove, Worcestershire

£35,000 to £47,000 per annum

Our People are critical to our success and therefore their place of work is an essential part of our fee-for-service based business! Key Responsibilities:Management of the current facilities teamSupport and develop collaborati...

Client Relationship Manager

Tonic Talent Ltd

West Midlands, England

£45,000 - £50,000 per annum

Salary of 50,000 per annum. Hybrid working, UK travel, 1 day a week at Head Office (East Midlands). Excellent professional development within the role. A market-leading business within the contract catering sector. Year-on-year g...

Senior Accountant/Client Manager

Hays Specialist Recruitment Limited

West Midlands, England

Salary negotiable

Your new company is an award-winning practice and highly regarded by both staff and clients in the region. Driven by a strong team of partners who are consistently winning new clients and growing fees.Your new role is to support a...

Private Client Tax Assistant Manager

Michael Page

Worcestershire, England

£40000 - £52000 per annum

Serve as the primary point of contact for clients, ensuring they receive necessary information and that their records are organised. Undertake the preparation of intricate personal tax returns and associated claims. Evaluate strai...

Private Client Tax Assistant Manager

Michael Page Finance

West Midlands, England

£40,000 - £52,000 per annum

Serve as the primary point of contact for clients, ensuring they receive necessary information and that their records are organised. Undertake the preparation of intricate personal tax returns and associated claims. Evaluate strai...

Client Relationship Manager

Kp National

Shropshire, England

£28,000 - £30,000 per annum

Manage all national clients across the UK, ensuring exceptional service delivery and satisfaction. Proactively seek opportunities to win new business from national clients and expand the client portfolio. Cultivate and maintain st...

Senior Client Manager-21272

Brampton Recruitment

Staffordshire, England

£50,000 per annum

ICAEW/ACCA qualified. Experience using Cloud software. XERO/QuickBooks. Primary contact for their smaller clients. Dealing with calls and emails. Offering tax planning and business advisory opportunities. Reviewing prepared draft...

Senior Client Manager

Public Practice Recruitment Ltd

West Midlands, England

Managing a varied portfolio of clients, overseeing workflow, deadlines, and budgets. Planning and undertaking assignments, striving to deliver service excellence. Leading a team of accountants, reviewing work, providing constructi...

Senior Client Manager

Michael Page Finance

Staffordshire, England

£50,000 - £60,000 per annum

Developing strong relationships with, and providing a primary point of contact for clients on a daily basis for accountancy and tax queries. A sound knowledge of book keeping/double entry systems and journal entry. Processing of q...

Senior Client Manager

Public Practice Recruitment Ltd

Herefordshire, England

ACCA/ACA or CA qualified or QBE. Significant line management experience including recruitment, appraisal and performance management as well as learning and development. Oversight of the preparation of statutory accounts, managemen...

Product and Portfolio Manager

Cancer Research Uk

Stratford, Worcestershire

£54000 - £57000 per annum

As a Business Change expert, introducing business change across the end-to-end agile lifecycle to improve business readiness and ultimately the adoption of change. For example, carrying out change impact assessments, training need...

Portfolio Manager Contracts & Compliance

Worcestershire County Council

Worcester, Worcestershire

£47,495 - £51,070 per annum 

Great Holiday Entitlement: As well as bank holidays, you'll get 26 days paid holiday (pro rata for part-time staff). This goes up to 31 days when you have been with us for 5 years. If you get more than 26 days where you work now,...

Portfolio Manager (Solar)

Rise Technical Recruitment Limited

Birmingham, West Midlands

35000.00 GBP Annual

Portfolio Manager (Solar)BirminghamGBP38,000 - GBP40,000 + Bonus + Training + Progression + Flexible Work Options + Holidays + PensionAre you looking for an opportunity to progress off the tools into a management position?Do you h...

Band 7 Research Portfolio Manager

University Hospitals Birmingham

Birmingham, West Midlands

Permanent, Full-time

Provide day-to-day operational support to the Leads of the Research Team, and the research team, and to ensure the delivery of effective clerical and administrative support. Develop and maintain an activity database of ongoing res...

Senior Manager / Client Manager

Rekroot

West Midlands, England

Salary negotiable

Flexible and remote working alongside a culture that promotes work / life balance. Commitment to continued learning & development. 25 days holiday plus Bank Holidays. Life Assurance up to 4x salary and contribution towards the Fir...

Personal Client Account Manager

Candidate Source Ltd

West Midlands, England

£24,000 per annum

Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer in all aspects of the role: new business, renewals, midterm adjustments, queries, and premium financing arrangements. Provide expert insur...

Senior Manager / Client Manager

Rekroot

Warwickshire, England

Salary negotiable

Flexible and remote working alongside a culture that promotes work / life balance. Commitment to continued learning & development. 25 days holiday plus Bank Holidays. Life Assurance up to 4x salary and contribution towards the Fir...

Highway Maintenance Manager (Client)

Staffordshire County Council

Staffordshire, England

£52,571 – £56,766 per annum

act as the contract management lead for the commissioning of routine, reactive, cyclical and winter Highway Maintenance services. lead on the development of service (functional) specifications for Highway Maintenance. establish, d...