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Permanent Client Portfolio Manager jobs in England

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TAX - PRIVATE CLIENT MANAGER

Own and manage a client portfolio with higher level of client responsibility, oversee your teams portfolios and inputting to workflow planning. Deliver revenue and profitability targets. Foster enduring client relationships . Dev...

CompanyAzets
AddressBradford, West Yorkshire
CategoryBanking
Job typePermanent
Date Posted 2 months ago See detail

Tax - Private Client Manager

Azets

Bradford, West Yorkshire

Own and manage a client portfolio with higher level of client responsibility, oversee your teams portfolios and inputting to workflow planning. Deliver revenue and profitability targets. Foster enduring client relationships . Dev...

2 months ago seen See more...

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...

2 months ago seen See more...

Associate Director, Structured Distribution, Portfolio Management

Lloyds Banking Group

London, Greater London

Competitive

Work with coverage and product teams to identify areas of opportunity and growth and opportunity. Assess options available to overcome blockers for growth e.g. synthetic securitisation, cash securitisation, co-investment, sub-part...

2 months ago seen See more...

Senior Credit Portfolio Manager

Marks Sattin

South East

Take the leading role in formulating credit policy and procedures. Assist the Head/Deputy Heaf of CRD on the Credit Portfolio management. Ensure timely delivery and accuracy of internal and external reports. Effectively monitoring...

2 months ago seen See more...

Credit Portfolio Manager

Efinancialcareers

South East

Competitive salary

Spearhead the development of credit policies and protocols, consistently revising and refining them as needed. Generate comprehensive Credit Portfolio reports for dissemination to Head Office, Local Regulators, Senior Management,...

2 months ago seen See more...

Practice Client Manager - North Dorset

Hays Specialist Recruitment Limited

Dorset, England

£30,000 - £40,000 per annum

Their clients have a wide geographical spread, mainly within the Dorset, Wiltshire, Hampshire and Somerset areas.This is very much a general practice role primarily dealing with a mixed bag of limited companies, sole traders, and...

2 months ago seen See more...

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...

2 months ago seen See more...

Client Manager - UK Construction

Aon

South East

Competitive salary

Client relationship management (direct clients and/or network). Client and/or network meetings. Providing benchmarking and placement advice to clients. Provide technical wording advice to clients and/or network. Collation of proje...

2 months ago seen See more...

Senior Portfolio Manager (Reinsurance)

Orange Malone

London

Generous basic with up to 80% bonus

This will involve working closely with the client to identify the investment guidelines (IMA) and then developing the process - pricing, modelling the portfolios, looking at public credit, etc.Once the portfolio is constructed, th...

2 months ago seen See more...

Research Portfolio Manager

The Francis Crick Institute

London, England

45550.00 - 45550.00 GBP Annual

Leading on processes to gather initial project information, to assist with the triage of human studies, identifying key regulatory and governance requirements and ensuring the are allocated to the appropriate teams. Supporting rel...

2 months ago seen See more...

Senior Accountant/Client Manager

Hays Senior Finance

Bristol, England

£40,000 - £50,000, £50,000 - £60,000

Within the role you will be reporting directly into the Partner and your responsibilities will include: Being the main point of contact for a portfolio of clients, some general tax work, managing junior staff as well as other task...

2 months ago seen See more...

European ABS Analyst, Portfolio Management

Efinancialcareers

South East

Competitive salary

Underwriting and credit analysis ABS, including lender and servicer due diligence. Cashflow modelling of ABS transactions. Project management of underwriting new investments. Take part in investment committee meetings and weekly v...

2 months ago seen See more...

Client Manager

Hays Senior Finance

Bristol, Bristol

£40,000 - £50,000, £50,000 - £60,000, £60,000 - £70,000

Your new companyYour new company is a forward thinking accountancy practice based in Bristol that work on an exciting portfolio of clients Your new roleIn your new role you will run and manage a portfolio of clients, reviewing acc...

2 months ago seen See more...

Portfolio Manager & Credit Analyst - Project Finance

Efinancialcareers

South East

Competitive salary

Support senior staff in managing a portfolio of accounts, undertaking credit analysis, and maintaining credit surveillance. Prepare credit applications and manage data input for various systems, providing guidance to junior staff...

2 months ago seen See more...

Senior Credit Portfolio Manager

Efinancialcareers

South East

Competitive salary

Take the leading role in formulating credit policy and procedures. Assist the Head/Deputy Heaf of CRD on the Credit Portfolio management. Ensure timely delivery and accuracy of internal and external reports. Effectively monitoring...

2 months ago seen See more...

Group Client Manager - Logistics

Indigo Search Ltd

Golborne, Greater Manchester

£38000 - £45000 per annum + Bonus (up to 10%) + Benefits

Reporting into the Head of Function, the Group Client Manager will be responsible for a Customer Services team (headcount of up to 7 people). Liaising with key clients of this logistics business. Utilisation of KPI's & Processes i...

2 months ago seen See more...

Client Manager/High-Growth firm No2

Olivia Ruella Limited

Kent, England

£50,000 - £70,000 per annum

Review of year-end statutory accounts. Review of management accounts, production, and reporting packs. Corporate and personal tax compliance. R&D work. EIS share schemes. Formal qualification - ACA preferred. Background in practic...

2 months ago seen See more...

Client Services Manager

Grafton Recruitment

Cheltenham, Gloucestershire

£35,000 - £40,000/annum

An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice. A rare opportunity to work for a high profile Wealth Management firm...

4 weeks ago seen See more...

Client Services Delivery Manager – L&D

Blue Eskimo

Reading, Berkshire

£30,000 - £40,000/annum

Set up and manage extensive training outsourcing projects. Coordinate customer requirements and define clear project goals. Document the process landscape and optimise existing processes. Create detailed project frameworks and exe...

4 weeks ago seen See more...

Client Services Manager - Retail Point of Sale

The Recruitment Orchard

Whetstone, Leicestershire

Ensure that the service delivery levels are kept above the clients expectations. Attend Face to face client meetings. Take ownership of the overall management of your projects; be the main Point of contact & build relationships...

4 weeks ago seen See more...

Client Services Executive , Wealth Management , Leeds

Jj Search

Leeds, West Yorkshire

£28,000 - £35,000/annum

The Client Services Executive is expected to consult with investmentoperations teams when needed as well as process payments and amend client accounts, ensuring that financial transactions are completed accurately and efficiently...

4 weeks ago seen See more...

Customer Services Manager / Client Relationship Manager

Pace Recruitment

Walsall, West Midlands

£60,000 - £75,000/annum + Bonus + Perks + Progression

Ensure an exceptional client journey for ultra-high net worth individuals. Operate independently of operations and sales teams to maintain client focus. Keep operations and sales teams accountable to clients. Manage high-pressure...

4 weeks ago seen See more...

Client Accounts and Tax Manager

Candid Recruit

West Sussex, England

£37,777 - £49,777/annum Pension

Annual Salary 37,777 - 49,777 dependent on qualifications and/or practical experience. Personal as well as technical development activities. 28 days holiday (including Bank Holidays) each year. A Workplace Pension. Free parking....

4 weeks ago seen See more...

Client Services Manager

Search

London, England

£50,000/annum 10% Bonus

* To support Account Managers with managing site team, liaising with our various Business Support functions (HR, IT, Health and Safety, Operations and Finance) to ensure team wellbeing, safety and compliance is adhered to at all t...

4 weeks ago seen See more...

Client and Markets Strategy Manager

Four Squared Recruitment Ltd

Reading, Berkshire

£45,000 - £50,000/annum

Collaborate with senior stakeholders to drive local business development activities in alignment with company-wide strategy. Continuously assess the companys brand, market reputation, expanding reach and relevant target audience,...

4 weeks ago seen See more...

New Business / Client Development Manager

The Recruitment Group

Chesterfield, Staffordshire

Annual bonus. Progression and training opportunities. Free tea, coffee, and snacks. Office dog. Modern office environment. Free parking. Flexible working hours, accommodating school schedules. Opportunity for hybrid working. Milea...

4 weeks ago seen See more...

Private Client Tax Assistant Manager

Pro-Tax

London, Greater London

GBP55000 - GBP65000 per annum + excellent benefits package

Manage the self assessment compliance process for certain strategically important, high value, and/or technically complex clients, with support from colleagues where appropriate.Build up a wide understanding of your clients' tax a...

a month ago seen See more...

Private Client Tax Senior Manager

Buckley Consulting

London, England

To £90,000 + Benefits

The Private Client Tax team continues to expand and the firm is keen to ensure that work loads are effectively managed. You will be responsible for a portfolio which will include UHNW and HNW, entrepreneurs, non-UK domiciled and n...

a month ago seen See more...

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...

a month ago seen See more...

Private Client Tax Manager

Pro-Tax

London, England

GBP67000 - GBP77000 per annum + excellent benefits package

With a CTA qualification in your armoury and using your sensational advisory skills, you will be responsible for providing expert tax advice to high net worth individuals, entrepreneurs, and business owners. Take your career to th...

a month ago seen See more...

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