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- client portfolio manager
client portfolio manager jobs in Addlestone
Job Description Purpose of the job: To help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to corporate clients and your Practice. This client focused role, involves supporting a number of clients and managing a busy workload to support Consulting Partners and the Practice Manager to deliver a clients’ agreed services. Job...
In this role, the ServiceNow Developer will be responsible for developing and maintaining the ServiceNow platform primarily within the SPM module, configuring and customizing the out of box system to meet the business needs, troubleshoot issues, and provide ongoing support to a variety of teams and individuals in a dynamic Agile environment. The successful candidate will work closely with the...
Portfolio Underwriting Manager – Construction Liability Yorkshire (Home-Based with Occasional Travel) Full Time | Permanent £90 000- £125,000 + Bonus + Excellent Benefits Are you a seasoned construction liability underwriter ready to take the next strategic step in your career? We're looking for a commercially-minded and technically strong Portfolio Underwriting Manager to lead and shape a...
You will be managing budgets, schedules, engineering activities and clients. You would receive training into the solar industry and also have a clear path to become a Senior Portfolio Manager. The ideal candidate will have good knowledge of electrical engineering and also have good commercial acumen.
You must be willing to learn and highly motivated for a long term career.
Job Description TPF Recruitment are currently recruiting a Client Manager for an accountancy practice based in the Woking area. You'll have extensive experience working within an accountancy practice and managing your own portfolio of clients. Please note this is an accountancy role, not a sales account/client manager position. You'll work as part of a team of around 20, and support a wide...
Align the digital direction and ensure delivery to power conservation at scale. We’re hiring an Assistant Director to lead DDaT strategy and portfolio. You’ll align vision, architecture and delivery, run a transparent change portfolio, and make sure every pound and programme drives measurable outcomes for nature. You align the strategy, shape the roadmap, and give teams the clarity and...
You will influence processes, systems, and strategic direction.
You will be the point of contact for clients undertaking very important work for the development of drugs for patients suffering from unmet need. If you are a project manager who knows ABPI code looking to take the lead in a small, biopharma consultancy company - we would love to speak with you!
Package Description: At Avery Healthcare, we are all about supporting the people who care for our residents. We know how hard our teams work, and we’re here to celebrate and support you every step of the way. When you join us, you’ll be making a positive impact on residents’ lives every day – your compassion and dedication truly make a difference. We’re committed to helping you grow in a...
You will be a key point of contact for clients, managing projects from initial setup through to feedback and review. This is a chance to join a collaborative, growing organisation where your input will directly impact client satisfaction and operational excellence. What the role involves 🔎
Are you our “TYPE”? Named "One of the Most Innovative Companies in Design'' by Fast Company, Monotype brings brands to life through type and technology that consumers engage with every day. The company's rich legacy includes a library that can be traced back hundreds of years, featuring famed typefaces like Helvetica, Futura, Times New Roman and more. Monotype specializes in the design,...
You will be a key figure in the firm’s long-term strategy, advising a loyal portfolio of HNWIs, entrepreneurial clients, family estates, and trusts. This is an advisory-led opportunity with a genuine succession plan and visibility across the wider firm leadership. As Private Client Tax Senior Director, you will:
Job Description If you’re looking for a role where you can combine relationship management with the challenge of building your own portfolio, this Private Client Executive position could be the perfect fit. You’ll be working with mid to high-net-worth individuals, delivering a service that feels personal and professional, and making sure every client gets the attention they deserve. This isn’t...
Private Client Director Salary £60k basic, first year OTE £120k to £150k, 2nd and 3rd year £200k to £300k results dependent. Location -London Remote working - once every 2 months in the office for meetings. Are you a highly entrepreneurial person with a Financial Investment background dealing with HNW clients who enjoys building relationships with prospects? If so, the Private Client Director...
You will manage and grow a portfolio of individuals, providing expert legal advice on a wide range of matters, but focusing on estate planning, trusts, tax planning, succession planning, wills, and probate. In this role, you will handle the administration of estates, supervising on drafting complex wills, trusts, powers of attorney, and other legal documents.
You will be responsible for developing strategic partnerships, managing accounts, and driving business growth through tailored solutions. Additional responsibilities include strategic planning, relationship building, and identifying new opportunities to enhance client success.
You will have a consultative approach and be used to selling outcomes (advisory, engineering, programmes of work) rather than off-the-shelf products.
You will also scope bespoke solutions, co-create proposals with delivery teams, and set realistic expectations for delivery.
Private Client Solicitor Location: Bedford Salary: £50k-£65k Type: Full-time, Permanent Hybrid Working: 2–3 days per week from home MFK Recruitment is delighted to partner once again with a leading, well-established Law Firm that continues to experience impressive and sustained growth. Following the successful placement of a Solicitor through MFK Recruitment, the candidate has since gone on...
Client Director – Utilities Sector | Leading Management Consultancy UK-wide | Hybrid & Flexible Working I’m currently partnering with one of the UK’s fastest-growing management consultancies to hire an exceptional Client Director with deep experience in the utilities and energy sector. This is a brilliant opportunity to join an award-winning firm that’s transforming the utilities industry —...
We're Hiring: Client Procurement Executive 📍 Location: Office-based with hybrid working Are you passionate about procurement, data analysis, and client engagement? Join our dynamic team as a Client Procurement Executive, where you'll play a key role in delivering strategic purchasing solutions and supporting our diverse client base. 🔍 What You’ll Do: - Be the go-to contact for procurement...
You will be preparing statutory accounts mainly for Owner Managed Businesses - Quarterly Management Accounts and some ad hoc Project work with some clients - Quarterly VAT Returns and some adhoc book keeping
You will be tech-savvy and adapt to working with Xero or the equivalent cloud based accounting systems.