client portfolio manager jobs in Solihull

A mid-sized legal firm in Solihull seeks a Private Client Solicitor to manage a varied caseload, including residential matters and high-net-worth clients. Qualifications, skills, and all relevant experience needed for this role can be found in the full description below. The role is in a supportive team that values work-life balance and collaboration. The firm offers up to £50,000 salary,...

You will manage a diverse caseload of Private Client matters, including Wills, Lasting Powers of Attorney, Trusts, Tax advice, and Probate.

You will also be responsible for ensuring high-quality service, and championing efficiency, compliance and best practice. This full-time role (9.00am to 5.15pm, Monday to Friday) is predominantly office-based, with occasional home visits.

A respected legal practice in the UK is looking for an experienced Private Client Solicitor to join their team. Qualifications, skills, and all relevant experience needed for this role can be found in the full description below. The role offers an opportunity to progress into a leadership position while managing a diverse caseload of Wills, Trusts, and Probate matters. Candidates should be...

You will also be part of a professional and supportive team that values strong organisation and attention to detail.

You will be a qualified Private Client Solicitor with 2+ years' PQE, with proven experience managing a private client caseload independently and confidence in handling a broad range of matters including wills, probate, trusts, estate administration and LPAs.

Job Description About us Founded in 2005, TXO is the global partner for the entire technology lifecycle. We help industries optimize, manage, deploy, and resell technology. Our vision is to make technology more sustainable, reduce costs, minimize waste, and maximize impact. We help companies worldwide increase efficiency, control costs, and achieve environmental goals. By applying circular...

Role: Principal SHEF Manager Please make an application promptly if you are a good match for this role due to high levels of interest. Location: West Midlands (covering East Anglia to the Scottish Border) Contract: Permanent, Full Time Salary: £60,000 £70,000 Basic Salary + Annual Bonus + Excellent Benefits About the Role We are seeking an experienced Principal SHEF Manager to lead and drive...

You should have experience as an Administrator within a financial planning firm.

You should have excellent communication skills.

You should have good time management skills. The CompanyThis independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFA’s plus organic growth by developing accountancy connections and various marketing initiatives.

Job Description I am working with my exclusively retained client on an exciting opportunity for a hands-on, dynamic Finance Manager to join a growing family-run SME business and shape the finance function for the future. As part of the Senior Leadership team you'll lead a small finance team, drive process improvements, and partner with the business to deliver real insights. This role requires...

Job Description Your new companyA leading regional firm of Chartered Accountants, renowned for delivering exceptional client service and innovative solutions. Your new role - Attending monthly management meetings to discuss projects, work allocation, topical tax and staffing. - Managing the personal tax team, assisting them with technical queries and completing the more complex personal tax...

Job Description Robert Walters - Management Accountant - Permanent - Hybrid - Solihull - £60,000 per annum Our client, a well-established and growing business based in Solihull, is seeking a Management Accountant to play a key role in delivering high-quality financial insight across the organisation. This role offers exposure to senior stakeholders, involvement in project and commercial...

Job Description Finance Operations ManagerReporting to: Finance DirectorSalary: Circa 60kSolihull AreaOverview:We are looking for a highly organised Finance Operations Manager who will be responsible for overseeing the operations of retail fund products for an investment company. This is an administrative, data-driven role ideal for someone who enjoys working with numbers, processes and detailed...

You will manage multidisciplinary design teams, coordinate technical delivery, and ensure projects are delivered on time, within scope, and to the required technical and commercial standards. The role requires a balance of leadership, design understanding, client engagement, and commercial awareness.

About The Role Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. Right across infrastructure, theres a requirement to not only maintain, but also renew and reimagine. Whatever stage youre at in your career, with us youll have an opportunity to grow and develop. Delivering essential infrastructure services for life, while...

You will lead the sales function, drive revenue growth, and help shape the future direction of the group. Key Responsibilities Sales Strategy & Execution

Welcome to John Shepherd, we're known for moving people forward. As part of Lomond, the UK's leading network of lettings and estate agencies, we're proud to have 10 offices and over 100 staff ready to assist our customers. With our team's extensive industry expertise and local knowledge, we're here to help people find, sell, and let their property. Now, we're happy to offer you an exciting...

- Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today. - Friendly, non-competitive private client team with genuine work–life balance - Hybrid working and strong wellbeing culture - Clear progression pathway toward Associate/Senior Associate This is a great opportunity for a Private Client Solicitor to join a supportive,...

About The Role Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.Right across infrastructure, theres a requirement to not only maintain, but also renew and reimagine. Whatever stage youre at in your career, with us youll have an opportunity to grow and develop. Delivering essential infrastructure services for life, while...

You will manage multidisciplinary design teams, coordinate technical delivery, and ensure projects are delivered on time, within scope, and to the required technical and commercial standards. The role requires a balance of leadership, design understanding, client engagement, and commercial awareness.

You will receive a competitive salary along with a generous contractual bonus scheme which can hugely enhance your package, with very flexible hybrid working. What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

A respected regional law firm in Solihull is seeking an experienced Private Client Solicitor with a minimum of 2 years' PQE. Interested in this role You can find all the relevant information in the description below. The role involves managing a diverse caseload, including wills and trusts, within a supportive team that prioritizes organization and client care. This position offers competitive...