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 more than 2 months 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...SuggestedPermanentOn-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£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....SuggestedPermanentFlexible hours- £48k - £64k per annumEstimated...With a well-regarded private client tax team, a technically varied and prestigious client base, and a culture... ...champions the development and progression of its people, this leading firm of... ...any experienced Private Client Tax Manager who is ready for a role that matches...PermanentFlexible hours
- £34k - £44k 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...PermanentFull-timeHybrid workingOn-site
£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£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...- £58k - £75k 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£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£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- £55k - £71k per annumEstimated...office for a minimum of three days a week, with the flexibility to work from home for... ...We are looking for a Senior Client & Operations Manager to join our team. This role is responsible... ...and maximise value across our client portfolio and external networks. A role you will...Full-timeOn-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
...Private Client Tax Director £90,000 - £110,000 Bristol This... ...firm in the South West, with a heritage spanning over 120 years... ...combines traditional values with a progressive, forward-thinking approach and... ..., proactive, and confident managing client relationships....Long-term contractPermanentHybrid workingFlexible hours£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£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...£21k per annum
...experience. What you'll do at work Speak with clients to understand their financial goals and borrowing needs. Assess... ...with lenders, solicitors, valuers, and other third parties to progress applications. Ensure all applications comply with regulatory...ApprenticeshipMonday to ThursdayMonday to FridayFlexible hoursAfternoon shift£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...Permanent- £49k - £64k per annumEstimated...hackajob is collaborating with Made Tech to connect them with... ...bodies — embedding alongside client teams to raise their security... ...requirements, track actor TTPs, manage indicator lifecycles, and produce... ...for SC, we won't be able to progress your application and we will contact...Full-timePart-timeImmediate startRemoteFlexible hours
£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£70k - £90k per annum
...shout. We're looking for a Client Services Director to shape the... ...for the public sector. We work with organisations including the... ...outcome-focused delivery across the portfolio. Work with the CSO to... ...proven ability to lead teams, manage programmes and shape practice...Full-timeNo agencyHybrid workingOn-siteRemoteTorchbox
Bristol1 day ago- £44k - £57k per annumEstimated...Client Service Executive – Insurance ~202604192 ~Ipswich, England... ...and support to a diverse portfolio of new and existing clients across... ...and opportunities to manage and develop relationships.... ...maintain active relationships with primary Stakeholders and decision...Full-timeHybrid workingOn-siteWork from home
£44.08k per annum
...We are seeking two Evidence Mobilisation and Engagement Managers to help turn research and evidence into practical insight, resources and... ...stories that inspire action across the education sector. Working with colleagues, schools, trusts, researchers and sector partners, you...PermanentFull-timeFixed-term contractHybrid workingFlexible hours1 day/week£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- £38k - £50k per annumEstimated...(UK) for a minimum of three days a week, with the flexibility to work from home for some... ...stakeholders. The successful candidate will manage settlement activities throughout the trade... ...ledgering, core feeds and the issuance of client advice notes in line with regulatory...Full-timeWork from homeFlexible hours3 days/week
- £41k - £53k per annumEstimated...highly driven and collaborative Retention Manager to join our Consumer Roadside division on... ...deliver measurable results. ~ Work closely with Digital, Marketing, Pricing, Operations,... ...~ Develop a strong understanding of your portfolio area, becoming a subject matter expert who...Long-term contractPermanentFull-timeHybrid workingOn-siteRemoteProbationary periodFlexible hours
- £63k - £83k per annumEstimated...Work with Us. Change the World. At AECOM, we're delivering... ...consulting firm, partnering with clients to solve the world’s most complex... ..., program and construction managers and other professionals delivering... ...across programmes and portfolios. Champion exceptional client...Long-term contractFull-timeHybrid workingOn-siteRemote
£50k per annum
...Lettings Manager Join Our Team as a Lettings Manager at Connells, Bristol - BS15 8JX... ...Opportunity . Many of our senior leaders have progressed from branch-based lettings roles,... ...What We Offer: Competitive OTE of £50k with uncapped commission Clear, structured...Long-term contractPermanentFull-time
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 services executive property Bristol
- client services manager Bristol
- private client tax manager Bristol
- senior client relationship manager Bristol
- employer engagement officer Bristol
- senior client manager Bristol
- communications and engagement manager Bristol
- client relationship director Bristol
- senior client services manager Bristol
- engagement manager Bristol