client portfolio manager jobs in Cardiff

Financial Adviser | Cardiff / South Wales | c.£80,000 + BonusInherit Established Client Bank | £32.8m AUM | Acquisition OpportunityI’m currently representing a leading, progressive financial planning firm who are looking to appoint an experienced Financial Adviser to take over an established client bank as part of a business acquisition in South Wales.This is a rare opportunity to inherit a...

A reputable professional services firm in Cardiff is seeking a Private Client Tax Director to manage client portfolios and provide expert tax planning advice. The role requires extensive experience in UK private client taxation, strong leadership abilities, and excellent communication skills. The position offers a competitive salary between £85,000 to £115,000 per annum, with opportunities for...

Commercial Manager – Healthcare, Local Government & Education Location: Scotland & North UK (with flexible remote working) Contract Type: Full-time, Permanent Are you a commercially savvy professional ready to take the lead on high-impact projects? A long standing client of ours is looking for a dynamic Commercial Manager to join their Healthcare, Local Government and Education team. This is...

You will be responsible for negotiating lease terms and rent reviews, ensuring lease obligations are fulfilled, and collaborating with Senior Management and Directors to align property decisions with wider business objectives. The BusinessThe Property Department manages the retail properties occupied by the Peacocks, Bonmarche and Edinburgh Woollen Mill brands.

You will be expected to manage the whole sales process through pricing, forecasting, category reviews, NPD launches, whilst also liaising with finance and supply chain where necessary. - Ideally, you will currently work for a recognised food, drink, or confectionery brand, and have a well-trained, structured, modern approach to account management.

You will act as the primary business liaison, ensuring contractual compliance, maximizing account profitability, and driving renewal success. Responsibilities demand a high degree of autonomy in managing ongoing account health, resolving complex client issues promptly, and acting as a passionate advocate for client success internally.

Head of Estates (Retail)UK-Based | Senior Leadership RoleWe are acting on behalf of a well-established, multi-brand UK retailer to appoint a Head of Estates into a senior leadership role within its Property function. This is a confidential search for a commercially astute estates professional who will play a pivotal role in shaping and delivering an ambitious retail property strategy.With a...

Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...

We’re working with a well-established UK retail business to appoint an Estate Manager into their Property team. With a growing national portfolio, this role plays a key part in managing and protecting the estate, working closely with senior stakeholders to ensure property decisions support wider business objectives. The portfolio spans 700+ retail properties across the UK, covering multiple...

Fed up of timesheets and micromanagement? Your new company Nicely located in the heart of Cardiff, this extremely modern practice is seeking a new Client Manager to join the team after a growth in fees. The office environment is outstanding, featuring modern breakout rooms and a renowned 5-star hotel-style service for staff. You'll be joining a dynamic team of 9 experienced Client Managers, each...

A leading accountancy firm in Cardiff is seeking an Accounts Manager / Client Manager to oversee a diverse portfolio including small to medium companies. Applying for this role is straight forward Scroll down and click on Apply to be considered for this position. This role involves preparing Statutory and Management Accounts, managing client communications, and supporting junior staff....

You will receive a competitive salary along with benefits including 25.5 days annual leave, Pfizer also encourages volunteering with several opportunities available with the company.

We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...

A leading business advisory firm in the UK is seeking an Audit Manager to oversee the audit process for a portfolio of clients. You'll deliver outstanding service and manage budgets while nurturing junior team members. The ideal candidate will be a qualified practice accountant with extensive audit experience and strong interpersonal skills. This role offers a competitive salary and the...

You will need to be comfortable working across a range of sectors and technologies, each with varying objectives and budgets and be comfortable being accountable for your projects hitting their deadlines and within budget.

You will need to be confident prioritising and focusing on client outcomes, have a passion for digital marketing and be as invested in our clients’ success as we are.

A leading financial services firm is seeking a Chief Financial Officer to provide CFO services to ambitious businesses in Cardiff and surrounding areas. The ideal candidate will have extensive experience in commercial finance and a proven ability to build strong, long-lasting relationships with clients. This self-employed role offers flexibility and autonomy while being supported by an...

A national property and asset management organisation is hiring a Property Case Handler to manage and progress a portfolio of residential and commercial properties across receivership, lettings and sales.This is a hybrid role based in Cardiff (4 days in the office, 1 day remote), offering full training, clear progression and long-term career development within the UK property and financial...

A reputable professional services firm in Cardiff is seeking a skilled Private Client Tax Director to oversee client portfolios and provide expert tax planning advice. Candidates should possess strong knowledge of UK tax legislation and a proven ability to manage client relationships. This permanent role offers a competitive salary ranging from £85,000 to £115,000 per annum, with opportunities...

A regional accountancy firm in Cardiff is seeking a Personal Tax Senior Manager to manage personal tax matters and provide expert advice. The ideal candidate will possess professional qualifications such as CTA or ATT, and have strong knowledge of UK tax regulations. The role offers a competitive salary between £58,000 and £69,000 and opportunities for career growth in a supportive team...

You will serve as the primary point of contact, ensuring accurate and efficient completion of all client-related tasks. Additionally, you will supervise junior staff, providing support and reviewing their work. This represents an excellent opportunity to join a leading firm in Cardiff with a genuine platform to progress your career and become a key member of the Senior Leadership team.