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.
Vacancy posted 14 days ago
Similar jobs that could be interesting for youBased on the Client Portfolio Manager with progression in Bristol vacancy
- ...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- £57k - £72k per annumEstimated...We have a new internal vacancy for a Client Relations Manager in our Volume Litigation Team. T... ...Act an escalation point / liaison with the legal expenses insurer to assist... ...that will challenge and develop you to progress your career in ways that traditional law...SuggestedPermanent
£40k - £50k per annum
...Joining as a Client Manager based at their Bristol offices you will lead and manage the delivery... ...services to a sizeable and varied portfolio of clients. You will develop client relationships... ...development of the team and a clear progression path is on offer and you will carve an...Suggested£40k - £55k per annum
...Joining as Client Accountant and Manager based from the firms Bristol offices as a key support to the directors... ...delivering wider project work with the Directors and you will carve an influential key role within this firm, progressing as a pivotal addition to this growing...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....PermanentFlexible hours£40k per annum
...MSXI’s deep industry expertise combined with advanced data analytics and custom software... ...revenue and profitability. The Trade Client Manager will be responsible for their own territory... ...back health care scheme ~ Potential to progress within the company, with global opportunities...40 hours/weekFull-timeWork from homeMonday to Friday£52k - £67k per annum
...Hybrid Working Clark Wood is working with a leading Top 20 UK accountancy and... ...that is looking to recruit a Private Client Tax Manager with a particular focus on International... ...advisory work . You'll manage a varied portfolio including high-net-worth individuals, internationally...Long-term contractPermanentTemporaryRelief staffHybrid workingFlexible hours£60k - £65k per annum
...Are you an ambitious Corporate Client Executive looking for the... ...opportunity to inherit a substantial portfolio while still having the freedom... ...own book? We're working with a highly respected insurance Broker... ...responsibilities include: Managing an established corporate...Remote jobLong-term contractHybrid workingOn-siteWork from homeFlexible hours£45k - £55k per annum
...Client Manager - Bristol - £45,000 - £55,000 Joining a brand-new office doesn't come around... ...Trial Balance are delighted to be working with a forward-thinking accountancy practice... ...will include: - Managing a portfolio of limited companies, sole traders and partnerships...Long-term contractPermanentFull-timePart-timeOn-siteFlexible hours- £54k - £70k per annumEstimated...safe, sustainable, and more secure world, we partner with government and industry to deliver innovative, mission... .... We are seeking experienced business development managers with experience in the Defence domain. Client Managers deliver the growth, client engagement, and operational...Long-term contractFull-timeHybrid workingFlexible hours
- £32k - £42k per annumEstimated...We have an exciting, permanent opportunity for a Client Relationship Manager to join our Pension Administration business area, based from any... ...developing and maintaining strong working relationships with a portfolio of clients, communicating with them regularly and providing...PermanentHybrid workingOn-site
- £33k - £43k per annumEstimated...minimum of three days a week, with the flexibility to work from home... ...We are looking for a Client Solutions Executive to join our... ...collaboratively with the wider team to help progress opportunities through to... ...reporting requirements. Managing and owning KPI performance tracking...On-siteWork from homeFlexible hours
£85k - £100k per annum
...Manage private client tax compliance and advisory projects from start to finish. Provide expert advice on complex tax matters for high-net-worth... ...opportunities for clients. Support junior team members with technical guidance and mentoring. Stay updated on changes in...£135k - £160k per annum
...and multinational organisations with global tax compliance,... ...transformation and technology. Clients benefit from deep compliance expertise... ...efficiency and stronger risk management as they move toward more... ...varied and fast-paced client portfolio. You will bring proven experience...£70k - £90k per annum
...you an experienced Corporate Client Executive looking to step into... ...performing team? We're working with a global, forward-thinking... ...yourself for senior leadership progression. The Role This is a hands... ...position where you'll balance managing a portfolio of key corporate...Remote jobLong-term contractHybrid workingOn-siteWork from homeFlexible hours- £73k - £98k per annumEstimated...Latham, we believe investment management is about more than delivering... ...understanding what matters most to our clients, and providing thoughtful,... ...business. Client Service & Portfolio Management To take primary... ...are managed in line with client objectives, regulatory...Long-term contractOn-site
£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£34k - £48k per annum
...Accounts Senior or Client Manager - Bristol + Hybrid - £34,000 - £48,000 Building long-term relationships with clients is at the heart of every successful accountancy practice... ...opportunity to take ownership of a varied client portfolio whilst working alongside experienced...Long-term contractPermanentHybrid working£100k per annum
...key stage of its growth. Working closely with the leadership team, you will play an... ...generating new business opportunities, managing client and introducer relationships, and overseeing... ...finance products. Build and grow a portfolio of profitable business. Work...Long-term contractFull-time£47k - £60k per annum
...Manage and oversee private client tax portfolios with a focus on international tax matters. Provide strategic advice to high-net-worth individuals regarding complex tax planning. Review and ensure the accuracy of tax compliance work prepared by junior staff. Collaborate...£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£35k - £50k per annum
...Role OVO-View Team: Portfolio Analytics Salary banding: £3... ...engineering tools, combined with a deep understanding of the industry... ...background Confident managing and manipulating large amounts... ...plenty of green benefits and progressive policies to help you feel...Full-timeWork from homeFlexible hours£500 per day
...| Bristol Carrington West is working with Bristol City Council to appoint an experienced... ...Estate and property development portfolio. Reporting to the Director of Property... ...model for commercial and investment property management · Leading the Property Investment and...Full-timeInterim£60k per annum
...opportunity for a motivated individual to build a rewarding career with one of the UK's leading property services groups. Working in a... ...Industry-leading training and development Clear career progression opportunities Modern technology and tools to help you succeed...£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£29k - £30k per annum
...Property Manager Location: Weston‑super‑Mare Salary: £29,000 without ARLA £30,000 with ARLA + £1,000 salary increase after passing ARLA ARLA fully funded Hours... .... Supportive team environment with clear progression. If interested, please click APPLYFull-timeOn-siteMonday to Friday£30k per annum
Property Manager, Clifton, Bristol Reactive Recruitment are working with a busy independent estate agent with an enviable reputation... .... Due to continued growth, our client now seek an enthusiastic... ...offering long-term stability and progression Property Manager duties: *...Long-term contractFull-timeCasual work£28k - £30k per annum
171041 Property Manager Location: Downend, BristolSalary: £28,0... ...Growing Lettings Team Our client is a well-established and highly... ...opportunity for someone with previous property management or... ...Responsibilities Managing a portfolio of residential rental properties...Long-term contractPermanentFull-time£40.39k - £43.48k per annum
...Forestry England. We live and breathe forests. Job title – Engagement Manager, Woodland Creation Salary- £40,388 - £43,482 per annum Contract type – Fixed term appointment until 31st March 2030 with the possibility of extension or permanency Hours – 37 hours per...Part-timeFixed-term contractInternshipOn-site1 day/week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Portfolio Manager with progression. Be the first to apply!
Related searches
- client relationship manager Bristol
- client director Bristol
- client services executive property Bristol
- client relations manager Bristol
- senior client relationship manager Bristol
- client services manager Bristol
- engagement officer Bristol
- senior client services manager Bristol
- employee benefits client services manager Bristol
- pensions client relationship manager Bristol