Client Portfolio Manager jobs

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PRACTICE CLIENT MANAGER -PROGRESSION TO LEADERSHIP AVAILABLE

Located in the heart of Suffolk, our client has been established for many decades but excel in moving with the times - and offer expertise to an ever-expanding range of clients.The Manager will be responsible for servicing and d...

CompanyReed Finance
AddressSuffolk, England
CategoryAccounting & Finance
Salary£55,000 - £65,000 per annum
Job typePermanent, full-time
Date Posted a month ago See detail

Practice Client Manager -progression to leadership available

Reed Finance

Suffolk, England

£55,000 - £65,000 per annum

Located in the heart of Suffolk, our client has been established for many decades but excel in moving with the times - and offer expertise to an ever-expanding range of clients.The Manager will be responsible for servicing and d...

Practice Client Manager -progression to leadership available

Reed Finance

Suffolk, England

£55,000 - £65,000 per annum

Located in the heart of Suffolk, our client has been established for many decades but excel in moving with the times - and offer expertise to an ever-expanding range of clients.The Manager will be responsible for servicing and d...

Client Manager Account Executive - Existing business

Ckb Recruitment

Surrey, England

£50,000 - £60,000 per annum

A super professional and dynamic mid-sized Insurance Broker who currently have 18 staff, based near Camberley, Surrey now have a superb opening to join them to come on board to manage an existing book of business, currently standi...

Senior Analyst/ Associate, Portfolio Management Team, London, UK

Efinancialcareers

South East

Competitive salary

Working with the investment team to establish portfolio construction framework. Creating and maintaining quantitative models, analytical tools, and conducting data driven analysis to support portfolio construction decisions. Respo...

Enterprise Portfolio Management Office Analyst

Efinancialcareers

Merseyside, England

Competitive salary

Managing PMO administrative activities such as project registration across various Portfolios. Maintaining and actively manage PMO governance control documentation to ensure information is current, relevant, and cohesive for pipe...

Portfolio Management Assistant

Brewin Dolphin

City of Edinburgh, Scotland

£28,000 - £30,000 a year

Support Portfolio Manager(s) and Investment Manager(s) in production of portfolio proposals, reviews and associated client administration. Executes trades on instruction from CP Portfolio Manager or Investment Manager, where appro...

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...

Client Manager

Public Practice Recruitment Ltd

Derbyshire, England

Does it lack variety or autonomy? Would you benefit from greater flexibility? Are you career-driven without progression in sight? Manage a client portfolio, monitoring all commercial aspects of portfolio management. Oversee junior...

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

Public Practice Recruitment Ltd

Buckinghamshire, 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...

Client Manager - route to Directorship

Harvey John

Hampshire, England

Private medical insurance. Free on-site parking. Up to 38 days holiday including bank holidays. Flexible hours. Hybrid working. Private medical insurance & income protection. A generous holiday allowance of 25 days plus bank holid...

Assistant Client Manager

Mbf.

South East

Collaborate with Client Managers to cultivate positive relationships between senior syndicate staff and Managing Agency. Serve as a central point of contact for issue resolution and inquiries. Act as the primary Client Manager for...

Syndicate Client Manager

Mbf.

South East

The Syndicate Client Manager plays a pivotal role in nurturing the partnership between client and managed syndicates. Responsible for fostering strong relationships with key stakeholders across syndicates and Lloyds. This role en...

Residential Portfolio Manager HNWI

Cobalt Recruitment

South East

£55,000 - £65,000 per annum

Manage a portfolio of luxury residential properties owned by a high net worth individual. Oversee all aspects of property maintenance, including repairs, renovations, and regular inspections. Coordinate with contractors, vendors,...

Senior Client Manager

Public Practice Recruitment Ltd

West Yorkshire, 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...

Accountant / Client Manager

Kd Recruitment Limited

North Yorkshire, England

£35,000 - £45,000 per annum

Working within a busy team managing trainee accountants. Planning, reviewing and billing for your own portfolio of clients. Preparation of company and unincorporated accounts. Preparing company and personal tax returns. Prepare an...

Client Manager

Public Practice Recruitment Ltd

Somerset, England

Does it lack variety or autonomy? Would you benefit from greater flexibility? Are you career-driven without progression in sight? Manage a client portfolio, monitoring all commercial aspects of portfolio management. Oversee junior...

Senior Client Manager-(21272)

Brampton Recruitment Ltd

ST17

£50,000/annum £50,000 per annum

Primary contact for their smaller clients. Dealing with calls and emails. Offering tax planning and business advisory opportunities. Reviewing prepared draft accounts and VAT Returns. Preparing business tax computations. Offering...

Client Manager

Autograph Recruitment Ltd

Avon, England

£30,000 - £60,000 per annum

Managing a portfolio of clients Including direct contact through face to face meetings and telephone/online advise. Tax returns and working to relevant standards. Mentor junior members of staff Including training and support....

Client Manager

Ashley Rees Associates

Avon, England

£40,000 - £50,000 per annum

To produce to a high level client work to include, completion of statutory accounts, consolidated accounts, management accounts, tax computation, VAT returns, payrollandgeneral advice to the client in respect of UK Companies and P...

Office Portfolio Manager

Hsbc

Sheffield, South Yorkshire

Manage, shape and guide real estate portfolio management activity across UK and Europe. Build partnerships and proactively manage internal and external stakeholders to ensure all business real estate and workplace requirements are...

Associate Client Manager

Hsbc

London, Greater London

If youre looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC and discover how diversity drives our success. We are part of the Global Banking Coverage teams that...

Residential Portfolio Manager (HNWI)

Cobalt Recruitment

London, Greater London

£55,000 - £65,000 per annum

Manage a portfolio of luxury residential properties owned by a high net worth individual.. Oversee all aspects of property maintenance, including repairs, renovations, and regular inspections.. Coordinate with contractors, vendors...

Client Manager

Bennett And Game Recruitment Ltd

Huddersfield, West Yorkshire

£35,000 - £40,000/annum

Manage a portfolio of clients - take responsibility and manage their compliance reporting deadlines. Demonstrate a high level of analytical, prioritisation and attention to detail. Monitor IRIS Practice Management jobs and the tas...

Client Manager - Gloucester

Autograph Recruitment

Gloucester, Gloucestershire

Managing a portfolio of clients Including direct contact through face to face meetings and telephone/online advise. Tax returns and working to relevant standards. Mentor junior members of staff Including training and support....

Client Manager Outsourcing

Keeler Recruitment

Norfolk, England

£35,000 - £38,000 per annum

Acting as virtual finance partners for our clients, freeing their time for core business activities. Each Outsourcing team member manages designated clients, fostering frequent communication and building robust relationships. Book...

Personal Tax Client Manager

Cpi Selection

High Wycombe, Buckinghamshire

£55k - 65k per year

Rate: 55k - 65k per year. Location: High Wycombe, Buckinghamshire, England. Type: Permanent. Industry: Accountancy. Recruiter: CPI Selection. Tel: 07834882638. Email: to view click here Reference: VFST1003. Posted: 2024-04-16 14:...

Assistant Client Manager

Aspire Recruitment

Manchester, Greater Manchester

£24,000 - £28,000/annum

Permanent JobAssistant Client ManagerManchester City Centre24,000 to 28,000 dependant on experience.Monday to Friday 36.25 hours across a flexible working environment.Office based for 40% of the month, 60% WFH (full time offic...

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

Midlothian, Scotland

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...