client portfolio manager jobs in Dorset

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...

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...

You will help deliver trade sales and marketing activity, support POSM, contribute to new product launches and prepare reports and presentations for both clients and internal teams. A full UK driving licence is required as some travel may be expected. An interest in Amazon or ecommerce is a strong bonus.

In a nutshell Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth? As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

You will manage a portfolio of clients, delivering comprehensive accounting and advisory services aimed at ensuring client satisfaction. The ideal candidate should have strong technical skills and excellent communication abilities. This role promises a supportive environment with mentorship from directors, emphasizing high-quality, personalized service to help clients achieve their financial goals.

Overview Our client in Bristol is passionate about supporting ambitious, entrepreneurial businesses. Their Bristol office has extensive local expertise delivered by their team of 12 partners and staff. They work with businesses in every major centre from Swindon down into the South West Peninsula and from Cheltenham to Poole taking in Exeter, Plymouth and South Wales. Clients for their...

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 provider of financial services is seeking a Chief Financial Officer to deliver part-time CFO solutions to private businesses in the South Coast region. The role offers autonomy and flexibility, allowing you to grow a portfolio of clients while being part of a supportive network of CFO professionals. Ideal candidates will have strong commercial finance acumen and experience as a CFO,...

You will leverage your sales expertise to acquire new projects and close deals with key stakeholders, including wholesalers, contractors, architects, and installers. Fieldwork Focus: you’ll spend 3-4 days per week on the road, meeting potential clients and forging strong relationships.

You will play a pivotal role in shaping strategy and driving key initiatives within the Client Finance team.

You will lead a diverse team of Client Finance professionals based in multiple geographies with responsibilities across commercial finance and business operations and will be responsible for their growth and development.

CTA-qualified Private Client Tax Associate sought in Bournemouth – hybrid, HNW clients, great team Are you CTA qualified or close to qualifying, with a few years’ experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax...

You will join an immensely experienced Private Client team where many hold Society of Trusts and Estates Practitioners qualifications, and are part of Solicitors for the Elderly. There will be many aspects of the role familiar to you - such as the opportunity to assist with wills, probate, LPAs, trusts, estates and tax.

Private Client Solicitor – Remote (UK-based) – 3+ Years PQE Location: Remote (UK-based) Type of Role: Full-time or Part-time Salary: £35,000 to £80,000 (commensurate with experience) Chadwick Nott are pleased to be working with a leading law firm in Dorset in their search for an experienced Private Client Solicitor to join their expanding team. This is an excellent opportunity for a qualified...

You will deal with existing business and new business broking opportunities whilst also having the opportunity to visit clients. Servicing client accounts within the renewals lifecycle process, including renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation.

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

A finance advisory firm in Dorchester seeks a Chief Financial Officer to provide crucial services to private businesses. This role is tailored for experienced professionals transitioning from corporate life into a more flexible self-employed role. Candidates should hold a qualification from a major UK accounting institute and be capable of advising entrepreneurs while fostering strong client...

You will manage a portfolio of clients, providing comprehensive accounting and advisory services while ensuring client satisfaction. The ideal candidate possesses strong technical skills and excellent communication abilities.

You will help deliver trade sales and marketing activity, support POSM, contribute to new product launches and prepare reports and presentations for both clients and internal teams. A full UK driving licence is required as some travel may be expected. An interest in Amazon or ecommerce is a strong bonus.

A leading firm in South West England seeks an experienced Senior Manager or Director in trust taxation to guide a team and advise high-net-worth clients on complex tax issues. The role emphasizes leadership, client relations, and compliance with standards, offering a supportive environment for professional growth and development. Competitive salary and benefits are included, with opportunities...

You will help deliver trade sales and marketing activity, support POSM, contribute to new product launches and prepare reports and presentations for both clients and internal teams. A full UK driving licence is required as some travel may be expected. An interest in Amazon or ecommerce is a strong bonus.