Jobs
>
Swindon

    Account Portfolio Manager - Swindon, United Kingdom - CMD Recruitment

    Default job background
    £46,000
    Description

    Client Accounting Portfolio Manager Full Time & Permanent Hybrid / Remote Working considered Swindon Up to c.£46,000 Do you currently work within an accounting firm that is not offering you opportunities to progress? Do you want to offer a higher level of service to your clients? Our client is a thriving accountancy practice with various offices across Wiltshire and they now have an opportunity for a Client Portfolio Manager to join their friendly team in Swindon.

    This is an exciting role for someone who is looking to take the next step within their accountancy career and who thrives on helping clients towards their business and individual success.

    This is more than just being on hand on answer clients' questions but to challenge thinking, create new opportunities and avoid negative risks for clients.

    Assisting with the onboarding of new clients to ensure that they have a friendly contact and gets them off on the right step to excellent support.

    Building deep, long standing relationships with your clients.

    Working alongside the professional support network alongside clients to help the client achieve their rounded business and future goals, supporting your clients as a business partner.

    This may include fellow professionals such as financial advisors, mortgage brokers, business coaches etc.

    Reviewing of financial information with clients but using in a way which focuses on both tax management/planning as well as future growth opportunities.

    Building robust forecasting models and challenging clients to use this and interact as the business grows and develop.

    It's a given you would be good at that bit but this is more about the well rounded approach to help their business and individual clients get the most from the support they offer.

    Someone with a passion for business in support of their accountancy qualifications.

    Ideally be fully chartered (CIMA, ACCA or ACA) or qualified by experience with a track record in a practice environment.

    Detailed experience of preparing and being involved in the review of both personal and business accounts and tax planning.



  • Engineering and Physical Sciences Research Council Swindon, United Kingdom

    **Research Portfolio Manager** · **Salary**: £31,931 per annum · **Hours**: Full time or Part time (minimum 0.6 FTE) · **Contract Type**: Open Ended · **Location**: Swindon · **Closing Date: 12pm Thursday 23 February · Interviews will be held in person during the week commencing: ...


  • Engineering and Physical Sciences Research Council Swindon, United Kingdom

    **Senior Portfolio Manager** · **Salary**: £39,748 per annum · **Hours**:Full time or Part time (minimum 0.6 FTE) · **Contract Type**: Fixed Term (18 months) · **Location**: Polaris House, Swindon, Wiltshire · **Closing Date**: 24 March 2023 · **About the roles** · This is an exc ...


  • NonStop Consulting Ltd Swindon, United Kingdom

    NonStop Consulting is looking to recruit a professional Senior Portfolio Manager for an esteemed Central Government department, available for predominantly remote work on an initial 6 months contract with possible extension to be confirmed. · This Government client is looking for ...


  • Biotechnology and Biological Sciences Research Council Swindon, United Kingdom

    **Senior Portfolio Manager** · **Salary**:£39,748 per annum · **Hours**: Full time · **Contract Type**: Fixed Term (12 months) · **Location**: Swindon · **About** · BBSRC is currently seeking to recruit two Senior Portfolio Managers to join our Research Strategy and Programmes do ...


  • Steria Recruitment Swindon, United Kingdom

    Intelligent Resource Recruitment is working in partnership with a major Client in the UK. We are currently recruiting for**Senior Portfolio Manager**to be **Swindon** based out · **Job Title = Senior Portfolio Manager** · **Location =Swindon** · **Duration = 6 months** · **Respon ...


  • Engineering and Physical Sciences Research Council Swindon, United Kingdom

    **Senior Portfolio Manager** · **Salary**: £39,748 per annum · **Hours**:Full time or Part time (minimum 0.6 FTE) · **Contract Type**: Open Ended · **Location**: Polaris House, Swindon, Wiltshire · **Closing Date**: 24 March 2023 · **About the role** · This is an exciting opportu ...


  • RWE Technology International GmbH Swindon, United Kingdom

    **RWE Technology International GmbH, Portfolio Management** · **To start as soon as possible, Full time, Permanent** · **Your responsibilities** · - Overall Management of the Portfolio Execution Projects · - Coordinating project execution managers and taking overall responsibilit ...


  • Biotechnology and Biological Sciences Research Council Swindon, United Kingdom

    **Senior Portfolio Manager (Studentships)** · **Salary**: 39,748 gross per annum · **Contract Type**: Open-ended · **Hours**: Full Time · **Closing Date**: 05/02/2023 · **Organisational Context** · The Biotechnology and Biological Sciences Research Council (BBSRC) invests in worl ...


  • BioIndustry Association Swindon, United Kingdom

    Senior Portfolio Manager – Capability and Innovation BBSRC · Swindon (Hybrid) · Do you have an interest in the biological sciences, have experience in broad strategic thinking, and understand the impact that commercialisation of scientific discoveries can have? If so, this is a ...


  • UK Research and Innovation Swindon, United Kingdom £43,116

    This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. · Biotechnology and Biological Sciences Research Council (BBSRC) · Senior Portfolio Manager - Animal Health · Salary: £43,116 per annum · Hours: Full time · Contract Type: Op ...


  • UK Research and Innovation Swindon, United Kingdom £43,116

    Biotechnology and Biological Sciences Research Council (BBSRC) · Senior Portfolio Manager - Animal Health · Hours: Full time · Contract Type: Open Ended · Bioscience for an Integrated Understanding of Health · To develop and maintain a clear understanding of the national and ...


  • CMD Recruitment Swindon, United Kingdom

    Client Accounting Portfolio Manager · Full Time & Permanent · Hybrid / Remote Working considered · Swindon · Up to c.£46,000 · Do you currently work within an accounting firm that is not offering you opportunities to progress? · Do you want to offer a higher level of servic ...

  • BioIndustry Association

    Portfolio Manager

    3 weeks ago


    BioIndustry Association Swindon, United Kingdom

    Portfolio Manager - Capability and Innovation BBSRC · Swindon (hybrid) · BBSRC is seeking to recruit a Portfolio Manager to join the Capability and Innovation Domain (CID) and support the development and delivery of activities contained within the Business Interaction Unit. The ...

  • PLANET RECRUITMENT SERVICES LTD

    Portfolio Manager

    2 weeks ago


    PLANET RECRUITMENT SERVICES LTD Wantage, United Kingdom

    Planet Recruitment are delighted to now be working with a well-established client based in Wantage. Due to continued growth are now seeking a Portfolio Manager, who is looking for their next challenge to join their busy team. · The Portfolio Manager is responsible for service del ...

  • BBSRC - Biotechnology and Biological Sciences Research Council

    Portfolio Manager

    1 month ago


    BBSRC - Biotechnology and Biological Sciences Research Council Swindon, United Kingdom Full time, Permanent

    Location: Swindon (hybrid) · Description · BBSRC is seeking to recruit a Portfolio Manager to join the Capability and Innovation Domain (CID) and support the development and delivery of activities contained within the Business Interaction Unit. The Portfolio Manager role is inte ...

  • Biotechnology and Biological Sciences Research Council

    Portfolio Manager

    1 week ago


    Biotechnology and Biological Sciences Research Council Swindon, United Kingdom

    **Portfolio Manager - International** · **Salary**:£31,931 per annum · **Hours**: Full time · **Contract Type**: Open Ended · **Location**: Swindon · **Closing Date**:12/03/2023 · **ORGANISATIONALCONTEXT** · BBSRC International stimulates collaborations in science and technology ...


  • BCS Swindon, United Kingdom

    We are recruiting for a L&D Senior Product Portfolio Manager to join our Product and Standards team, in a permanent, full-time capacity. · About the role · The Senior Product Manager will work with the L&D senior leadership team to design, develop and grow Learning and Developme ...


  • CareerBliss Swindon, United Kingdom

    Client Portfolio ManagerLOCATION: SWINDON, BATH, OR TROWBRIDGE OFFICE CONSIDERED SALARY: Circa £50,000JOB TYPE: Permanent SECTOR: Accountancy About youYou will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build ...


  • EllisKnight International Recruitment Oxfordshire, United Kingdom

    Our client is an amazing internationally recognised values driven organisation seeking a n Interim Portfolio Manager to join their team on a maternity cover contract of 9-12 months. This is a full time hybrid position, Monday to Friday, 9am to 5pm, withthe flexibility to choose t ...


  • Places for People Bath, United Kingdom

    We build thousands of well-designed, innovative homes across the UK each year. When we develop new places, we put everything into delivering homes and neighbourhoods that work for the whole community. · We want you to join the Places for People Group and the 11,000 other colleagu ...