Joining this firm as a Client Portfolio Manager with progression based in Bristol, you will bring your background as an all-rounder accounts, tax and general accountancy practice professional to service sole traders, partnerships and limited company OMBs, SMEs managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review/mentoring and training capacity, you will also lead on delivering added value, advisory and planning work to clients. You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm. There is also a clear progression path on offer for those with interest and ambition for Director/Partner level progression.
- ...Career You'll be an established Portfolio Manager taking on a small client bank. This role is suited to someone early to mid‑way through their wealth management... ...career, who has had exposure to leading meetings with high net worth clients. It’s an opportunity over the...SuggestedLong-term contractOn-siteImmediate start
£50k - £60k per annum
...Joining as Client Manager based in their Bristol office and you will manage the delivery of wide... ...and wider services to a varied client portfolio, managing clients across wide ranging industries... ...a quality of service delivery, along with technically developing the team. Working...SuggestedOn-site£36k - £42k per annum
...Joining this firm as a Senior Accountant /Client Manager you will bring your background as an all... ...and limited company OMBs, SMEs with a hands-on approach, alongside managing... ...firms directors carving an influential role and career with career progression on offer....SuggestedPermanent£32k - £50k per annum
...same old offices, talking to the same clients, and not being given the... ...experienced Accounts Senior or Client Manager to take ownership of a diverse portfolio of clients: processing, reviewing and... ...challenge of working as a trusted advisor with a broad cross section of clients....SuggestedPermanentFlexible hours£45k - £46k per annum
Portfolio Manager - Forestry Location: Bristol / Home-based / International Salary: £45,000... ...over 70 countries, managing thousands of clients across supply chain networks covering organic... ...portfolio, including optimising growth with existing regions and implementing growth...SuggestedPermanentFull-timePart-timeWork from homeFlexible hours£55k - £60k per annum
...Job Details Private Client Tax Manager – Exeter / Bristol £55,000 to £60,000 A leading South West Law firm is looking... .... The successful candidate will work closely with senior specialists across a broad portfolio of high-net-worth individuals, trusts and estates,...PermanentHybrid workingOn-siteFlexible hours- £64k - £86k per annumEstimated...Accountancy & Tax sectors. Our core client base consists of Accountancy... .... Private Client Tax Manager Bristol Highly Competitive... ...Clark Wood are currently working with a market leading, national... ...significant and varied client portfolio, you will be responsible for ensuring...PermanentOn-site
£60k - £70k per annum
...Job Details Private Client Tax Manager - Excellent Package Our client a dynamic world-wide recognised... ...office you will be working closely with some of the most influential Partners... ...experienced in dealing with a wide-ranging portfolio of clients and possess the drive and...PermanentOn-site- £67k - £86k per annumEstimated...looking for a Service Delivery Manager to help deliver this at scale... ...and delivering impact for our clients. Role Overview The... ...You will ensure alignment with client needs while nurturing strong... ...continuous learning and career progression, and collaborate closely with...Long-term contractFull-time
£50k - £65k per annum
...Joining as Client Manager / Business Services Team Manager you will manage the delivery of accounts, tax and wider services to varied... ...will carve an influential role in this successful, growing firm of independent accountants with a clear route to progress on offer as well....Permanent- £49k - £62k per annumEstimated...Job Details Our client is one of the region's premier Private... ...income and capital taxes planning, with particular expertise in... ...keen to recruit a CTA qualified Manager. You will provide ad hoc personal... ...skills - assisting with the progression towards Senior Manager and Director...PermanentHybrid workingWork from homeFlexible hours
- £44k - £56k per annumEstimated...Client Relationship Manager United Kingdom and 11 more We have an exciting, permanent opportunity for a Client Relationship Manager... ...developing and maintaining strong working relationships with a portfolio of clients, communicating with them regularly and providing...PermanentFull-timeHybrid workingOn-site
- ...renowned for our web-based pensions administration and management system, IntelliPen. Our platform helps our clients meet the demand for self-serve technology and... ...feature-rich platform for modern pensions management. With offices in the UK and North America, we support some...
- £36k - £48k per annumEstimated...assembling a team of top performers to build with us. Ready to be part of something big?... ...and shape it. As the Customer Success Manager, you'll own the day-to-day running, performance... ...great benefits and clear opportunities to progress. Our Mission Octopus Legacy is the...On-siteShift workRotating shifts
£50k - £55k per annum
...Accounts Client Manager Bristol £50,000 - £55,000 A well-established, professional... ...Manager to take ownership of a diverse client portfolio while leading and developing a high-... ...someone who combines technical expertise with strong leadership capability and a...PermanentFlexible hours- £58k - £77k per annumEstimated...while in 2023 we joined forces with Insight, a Fortune 500 company... ...future of technology. PORTFOLIO DIRECTOR RESPONSIBILITIES... ...commercial rigour, and value-led client outcomes, this is a role of significant... ...Leads portfolio-level client management and service governance, using...Long-term contractFull-timeHybrid workingOn-siteFlexible hours
£30k - £45k per annum
...autonomy to do things your own way, interesting clients and non-standard work assignments. Does... ...their team work predominantly from home, with occasional meetings held at their Bristol... ...as first point of call for your own portfolio of clients on day to day queries and working...PermanentHybrid workingOn-siteWork from homeFlexible hours£55k - £65k per annum
...Job Details Private Client Tax Manager Bristol / Taunton / Yeovil £55,000 - £65,000... ...to join its growing Personal Tax team. With offices across the South West, this opportunity... ...Client Tax Manager: Managing a portfolio of private client tax compliance cases....PermanentHybrid working£90k - £110k per annum
...Job Details Private Client Tax Director £90,000 - £110,000... ...advisory firm in the South West, with a heritage spanning over 120... ...combines traditional values with a progressive, forward-thinking approach and... ..., proactive, and confident managing client relationships....Long-term contractPermanentHybrid workingFlexible hours£60k - £70k per annum
...growth is their priority. We are seeking a motivated Personal Tax Manager to lead a talented and collaborative team in their Bristol office (with homeworking), within one of the UK's fastest-growing Private Client Tax Divisions. With a strong commitment to nurturing and...PermanentOn-siteWork from home- £25k - £33k per annumEstimated...candidates, delivering all aspects of Security onboarding Ensuring that all security requirements are met by the business and are compliant with Babcock Policy and other internal requirements as well as all external contractual obligations, legal requirements and policy...PermanentFull-timeWork from homeFlexible hours1 day/week
£26.4k per annum
...lives in a different way. At Charity Link, we work with Breast Cancer Now, the UK’s leading breast cancer... ...awards ✔️ Retail discounts (30,000+ stores) ✔️ Career progression – become a coach, leader, or campaign manager This role is for you if: You’ve worked in a...Full-timePart-timeWeekend work£35k - £48.5k per annum
...Bristol is looking to recruit a Private Client Assistant Manager. You will report directly to the senior staff and have responsibility for a portfolio of personal tax clients. You will be... ...consideration. As lifelong career partners we’re with our candidates each step of the way....Permanent£27.5k - £29k per annum
...Property Manager Location: Weston ‑super ‑Mare Salary: £27,500... ...The Role Looking for a role with pace, variety, and real responsibility? Join... ...Supportive team environment with clear progression. If interested please click APPLYPermanentOn-siteMonday to Friday£26k - £27k per annum
Junior Property Manager, Clifton, Bristol Reactive Recruitment are working with a busy independent estate agent with an enviable... .... Due to continued growth, our client now seek an enthusiastic Junior... ...long-term stability and progression Property Manager duties: * Organise...Long-term contractFull-timeCasual work£75k - £95k per annum
...Job Details Private Client Tax Associate Director - Great progression and work life balance Resulting from an impressive... ...to market to form relationships with new clients including very wealthy... ...experience at the very least at Manager level in private client with a strong...PermanentOn-site£42k - £47k per annum
...We are seeking a high-calibre, hands-on Customer Experience Manager who leads from the front. In this role, you won't just sit behind... ...our depot’s customer service, blending strict process discipline with a "take people with you" leadership style. If you have a background...Long-term contractTemporaryMonday to Friday- £97k - £124k per annumEstimated...Role: We are recruiting for an experienced Client Partner with deep financial services expertise within the digital... ...transformation sector - owning and growing a portfolio of banking, insurance, payments or wealth management clients. You will serve as a strategic...Long-term contract
- ...take responsibility for improving key customer journeys through data, testing and continuous iteration. Working cross-functionally with CX, Product, Brand, and Customer Service, you will ensure that customer insight is turned into practical improvements that drive measurable...Seasonal
£70k - £95k per annum
...This is an excellent opportunity to work with high profile clients on complex, high value transactions... ...senior lawyers on complex transactions Manage your own matters with appropriate... ...Wellbeing initiatives Clear career progression pathways Award winning workplace culture...PermanentFull-timeHybrid workingFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Portfolio Manager with progression. Be the first to apply!
- accountancy client manager business development Bristol
- client director Bristol
- employer engagement manager Bristol
- family engagement manager Bristol
- pensions client relationship manager Bristol
- employer engagement officer Bristol
- client manager Bristol
- engagement manager Bristol
- private client tax manager Bristol
- engagement officer Bristol
