client portfolio manager jobs in Morecambe

Sales Team Manager - Drive Growth and Inspire SuccessMorecambe office based- £35-40k - full timeWe’re looking for a dynamic and experienced Sales Manager to take charge of our clients small but growing sales team and steer them toward achieving outstanding results. This position is ideal for someone who thrives on leading from the front, shaping strategy, and building strong client relationships....

You will play a key role in shaping the strategic direction of the department while ensuring the delivery of high‑quality, client‑focused legal services.

You will be responsible for maintaining excellent client service standards, managing and developing the team, overseeing day‑to‑day departmental operations and driving business development initiatives.

You will manage a varied caseload, advising clients locally and nationally on wills, estate planning, probate, and lasting powers of attorney. This hybrid role offers exposure to a diverse client base and opportunities to develop your career in private client law. Candidate Profile / Experience Needed :

You will leverage your expertise to provide bespoke solutions and drive sales performance to new heights, ensuring our showroom is seen by the trade as a vital extension of their own business.

You will be driving growth, by Identifying and capitalising on new business opportunities, hitting KPIs and achieving sales margins.

You will act as the focal point for a cross functional, client facing programme, ensuring delivery against technical, regulatory, quality and commercial objectives. What you will be doing: - Lead cross functional project teams to deliver medical device development projects. - Plan, manage and control project scope, timelines, budgets and risks.

Project Manager - Nuclear Projects (Heysham Power Station) Looking for a role where your leadership makes a real difference? Our client, a respected name in the UK's nuclear and engineering sector, is seeking an experienced Project Manager to take charge of multi-discipline projects at Heysham Power Station. This is your chance to be part of a team that's driving progress in the UK's clean...

You will act as the central point of coordination between internal teams, customers, and suppliers. Key responsibilities include: - Lead cross functional teams to deliver regulated engineering projects end to end - Own project plans, timelines, budgets, resources, and delivery milestones

You will manage the personal tax department, oversee client portfolios, ensure compliance, and provide guidance to junior staff. The ideal candidate will be ATT qualified, possess expertise in personal tax, and demonstrate strong communication skills. The firm offers a competitive benefits package and a collaborative culture for professional growth.

You will be responsible for managing audit assignments from planning through to completion, while supporting the continued growth of the audit team.

You will also be involved in the planning and scheduling of audits, mentoring and developing junior staff, and ensuring audit work is delivered to a high standard and in line with deadlines.

AXA Retail are looking for a Performance Manager to drive the success of our Intermediary Home and Motor portfolios. You'll oversee portfolio performance, making strategic pricing and underwriting interventions to optimise results while ensuring strong governance and oversight. You'll be responsible for portfolio trading activities, employing robust analytical skills to deliver on AXA's business...

Residency5 years residency NOT requiredEmployerLangham HallClosing date11 December 2025Reference67318ContractPermanentHoursFull TimeSalaryNegotiableThis is a great opportunity for a driven and talented individual to make a real difference as part of a dedicated and professional team. The Manager will be part of a team providing accounting and financial reporting services for established and new...

Principal Fire Risk AssessorNPG Fire Safety LtdNPG Fire Safety Ltd is appointing a Principal Fire Risk Assessor to play a key role in the next phase of growth of our fire safety consultancy.This is a senior technical position within a highly accredited, independent fire and security business built on three core values:Competency. Integrity. Value.Our reputation is built on quality, proportionate...

About the opportunity: We are the internal recruitment partner for our client, a fast-growing and forward-thinking SME insurance broker. We're looking for a driven and commercially minded insurance professional to join their New Business Broking Team, based at one of our clients' sites in Lancaster, Swindon, or the surrounding areas. This is a key role, managing a portfolio of SME clients and...

Client Executive - Insurance Our client, a long-established and award-winning Chartered Insurance Broker, is seeking an experienced Insurance Client Executive to join their specialist schemes team. This is a dynamic role where you'll oversee the full insurance lifecycle - from new business and renewals through to mid-term adjustments - while building lasting client relationships. You'll also have...

A well-established law firm is looking for a motivated Private Client Solicitor to join their East Lancashire team. Make your application after reading the following skill and qualification requirements for this position. The successful candidate will manage a varied caseload, providing expert advice on wills, estate planning, probate, and lasting powers of attorney. This hybrid role offers a...

Sales Team Manager - Drive Growth and Inspire SuccessMorecambe office based- £35-40k - full timeWe’re looking for a dynamic and experienced Sales Manager to take charge of our clients small but growing sales team and steer them toward achieving outstanding results. This position is ideal for someone who thrives on leading from the front, shaping strategy, and building strong client relationships....

You will manage and develop relationships with clients, handle new business and renewals, and underwrite risks. The ideal candidate has over 5 years of commercial insurance experience and strong communication skills. This role offers a competitive salary and excellent benefits package.

A legal services firm is seeking a Private Client Solicitor with over 3 years of experience in Greater Manchester. Read all the information about this opportunity carefully, then use the application button below to send your CV and application. As Head of Private Client, you will manage the department, ensuring high-quality legal services across wills, probate, and estate planning. This role...

You will act as the focal point for a cross functional, client facing programme, ensuring delivery against technical, regulatory, quality and commercial objectives. What you will be doing: * Lead cross functional project teams to deliver medical device development projects. Plan, manage and control project scope, timelines, budgets and risks.

Sales Team Manager - Drive Growth and Inspire Success Morecambe office based- £35-40k - full time We're looking for a dynamic and experienced Sales Manager to take charge of our clients small but growing sales team and steer them toward achieving outstanding results. This position is ideal for someone who thrives on leading from the front, shaping strategy, and building strong client...