client portfolio manager jobs in Fareham

You will also oversee an accounts team, ensuring deadlines and client services are met.

You will ideally have at least 3-4 years' practice experience with a strong accounts background, as well as holding a professional qualification such as AAT, ACCA or ACA. A good working knowledge of Excel, CCH, QuickBooks, Sage and Xero would also be an advantage.

Overview Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first‐class team and, to do so, we know that we need a diverse mix of talented people doing their best work. About the Role Reporting to the Tax Partner, the Director will...

Join to apply for the Portfolio Optimisation Manager role at Zurich Insurance Working hours: This role is available on a part-time, job-share or full-time basis. Location: London or Whiteley Closing date for applications: 26th January 2026 The opportunity Zurich is seeking an accomplished Portfolio Optimisation Manager to lead the development of our SME Etrade Market Pricing strategy and...

Select how often (in days) to receive an alert: 130003 Working hours: This role is available on a part-time, job-share or full-time basis. Location: London or Whiteley Closing date for applications:26th January 2026 The opportunity Zurich is seeking an accomplishedPortfolio OptimisationManagertoleadthe development ofour SMEEtradeMarketPricing strategyandenhance ourcapabilities.As our e-Trade...

A residential property management company in Fareham seeks a Service Charge Accountant to manage approximately 50 developments, preparing budgets and addressing accounting queries efficiently. The successful candidate will thrive in a fast-paced environment and should be studying towards an AAT qualification. The role offers a full time position with diverse responsibilities within the property...

Who you are The role suits someone who has worked in a digital marketing agency and thrives on building strong client relationships. You enjoy being the main point of contact and take pride in delivering clear, regular updates that help clients feel confident in their campaigns. You're proactive, positive, and not afraid to get stuck in when deadlines are tight. You're confident leading meetings,...

You will work closely with Partners and Directors to drive the firm’s tax strategy while supporting the development of junior staff. Key Responsibilities: - Manage and oversee corporate tax compliance for a varied client base, including owner-managed businesses, SMEs, and larger corporates.

Job Description This is an opportunity to join a progressive principal contractor operating at the forefront of UK facade remediation. Backed by a listed parent group with turnover exceeding £600 million and supported by strong cash reserves, the business offers genuine stability alongside the pace and flexibility of a modern, dynamic team. With secured work through to 2028 and projects up to...

Job Description Recruitment Account ManagerPortchester £27,500 - £32,000 P/A (negotiable, depending on experience) Plus monthly bonusesFull Time | PermanentHave you got previous in-house or recruitment account management experience? Are you looking for an opportunity to work 1-on-1 with some fantastic UK-based businesses? If so, we would love to hear from you! Attega is currently seeking a...

Private Client - Director Department: Tax Employment Type: Full Time Location: Solent Office Description Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first-class team and, to do so, we know that we need a diverse mix of...

Senior Insurance and FS Recruitment Consultant Looking for someone ideally from a HNW / Private client background. Sales Proactive generation of new business appointments and sales to realise individual new business targets. Self‐monitoring of individual sales activity to ensure all avenues are maximised. Track and monitor activity, monitoring conversion rates for leads, appointments, quotes...

Private Client Paralegal Fareham Full-time | Office-based Salary £25,000-£30,000 An opportunity has come up in a busy and friendly Private Client team at a respected law firm in Fareham. They're on the lookout for an experienced Private Client Paralegal who can hit the ground running and support the team across a broad range of matters. What they're looking for: - Around 18 months+...

You will advise on a variety of matters to include:Will drafting. Probate/Estate Administration.

You will also oversee an accounts team, ensuring deadlines and client services are met.

You will ideally have at least 3-4 years' practice experience with a strong accounts background, as well as holding a professional qualification such as AAT, ACCA or ACA. A good working knowledge of Excel, CCH, QuickBooks, Sage and Xero would also be an advantage.

You will have the opportunity to make an immediate impact on the business and by using analytical skills to bring the right insights and opportunities into our SME products. Whatever your experience if you have the right mindset and attitude, we will provide the tools for you to develop and hone your skills.

A leading insurance firm is seeking a Portfolio Optimisation Manager based in the UK to lead market pricing strategies and enhance business capabilities. The ideal candidate should have extensive experience in market pricing, data analytics, and exceptional strategic thinking skills. Responsibilities include coaching a team of analysts, delivering profitable growth, and promoting inclusive...

Job Description Job title: Group Finance ManagerLocation: Whiteley - Fully remote rolePackage: £50,000-55,000 (full time equivalent), fully remote, full training, 25 days holiday plus bank holidaysWorking hours: Part time, 3-4 days a week, flexible hours A fantastic opportunity has arisen for a Group Finance Manager within a reputable, and growing group of Construction practices. This is a...

Working hours: This role is available on a part‐time, job‐share or full‐time basis. Location: London or Whiteley. Closing date for applications: 26th January 2026. The opportunity Zurich is looking for a skilled analyst to join our fast‐paced insurance environment and help drive profitable growth in our SME Etrade portfolio. Our e‐Trade business is expanding rapidly—and we need a commercially...

A leading insurance provider is seeking a Portfolio Lead to manage the Zurich Municipal Public Services team. This role involves delivering commercial plans, reporting on performance, and overseeing operational delivery. The ideal candidate will excel in analytics and communication, and will be community-focused. Emphasizing flexibility, the company offers various working arrangements. Join a...

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Working hours: This role is available on a part-time, job-share or full‐time basis. Location: Nationwide – travel required to Farnborough, London, Fareham & Birmingham Closing Date: 26th January 2026 The opportunity This is an exciting opportunity to hold a key Leadership position in a...