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Creative Support is looking for a caring, dynamic and highly motivated person to help manage our varied portfolio of social care services in Blackpool. You will be working with the Service Manager and be jointly responsible for maintaining an overview of all services, leading a highly motivated team of Team Leaders and Senior staff and contributing to the further development of services within the... ZIPC1_UKTJ

Investment Management Associate Location: Blackpool (hybrid working available) Salary: £35,000-£60,000 Overview An established discretionary wealth management firm is seeking an Assistant Investment Manager (Client Dealing) to support Investment Managers in delivering high-quality portfolio management and client service. This role provides comprehensive investment and administrative support, ensuring efficient portfolio oversight, accurate client reporting, and adherence to regulatory and internal governance standards. The successful candidate will act with integrity and professionalism at all times, prioritising positive client outcomes and regulatory compliance. Key Responsibilities Client & Investment Support • Work closely with an Investment Manager to support the development and maintenance of client relationships, delivering excellent service and adapting appropriately for vulnerable clients., • Draft client correspondence and meeting documentation., • Prepare portfolio reports, performance data and supporting materials for client meetings and presentations., • Assist with suitability reviews by collating relevant client and portfolio information., • Maintain accurate and up-to-date client records, including documentation of meetings and communications. Portfolio Monitoring & Administration • Support ongoing portfolio monitoring in line with firm models and procedures., • Assist with reviewing tolerance and exception reports, highlighting discrepancies for Investment Manager review and supporting follow-up actions., • Ensure client valuations and tax documentation are accurate, complete and issued in accordance with regulatory standards., • Provide administrative support for account opening, client onboarding (including CDD/KYC), stock transfers and day-to-day portfolio administration., • Assist in resolving client queries or complaints, escalating to Compliance where required., • Support remedial actions arising from compliance monitoring or advice reviews within agreed timescales. Dealing & Execution • Place trades based on instructions from Investment Managers, ensuring accurate execution and booking within the relevant systems., • Accept and process client execution-only orders for non-complex instruments in line with documented procedures and regulatory requirements., • Following certification, undertake investment research under the direction of the Investment Manager and within firm guidelines. Business Development & Relationship Management • Assist with preparing pitch materials and presentations for prospective clients., • Support the management and updating of new business pipeline reporting., • Liaise, at the direction of the Investment Manager, with financial planners, intermediaries and product providers regarding client investments and tax matters., • Identify opportunities to introduce clients to additional services within the wider organisation., • Contribute to the achievement of team targets through efficient servicing of existing and new clients. Additional Responsibilities • Maintain FCA Certification requirements, demonstrating ongoing Fitness & Propriety., • Complete and record appropriate Continuing Professional Development (CPD)., • Identify opportunities for process improvement and contribute to efficiency initiatives., • Support wider team projects and assist in the development of junior colleagues where required., • Provide broader front-office support as needed. Candidate Profile Qualifications • RQF Level 3 (CISI) qualification – desirable., • Commitment to achieving RQF Level 4 (e.g. CISI Investment Advice Diploma) within an agreed timeframe (minimum requirement for Certification)., • Assessed as Fit & Proper under the FCA Certification Regime (or eligible to obtain). Technical Skills • Strong working knowledge of Microsoft Word, Excel and PowerPoint., • Experience with portfolio management and trading systems., • Familiarity with market data systems such as Bloomberg, FactSet, Fidessa or equivalent., • Understanding of internal procedures and regulatory frameworks relevant to client dealing. Regulatory & Conduct Awareness • Sound understanding of FCA regulatory requirements applicable to client dealing roles., • Demonstrates integrity, due skill and care, and commitment to fair client outcomes., • Maintains high standards of market conduct and regulatory cooperation.

Creative Support is looking for a caring, dynamic and highly motivated person to help manage our varied portfolio of social care services in Blackpool. You will be working with the Service Manager and be jointly responsible for maintaining an overview of all services, leading a highly motivated team of Team Leaders and Senior xwzovoh staff and contributing to the further development of services within the... Ensure you read the information regarding this opportunity thoroughly before making an application.

Creative Support is looking for a caring, dynamic and highly motivated person to co-manage our varied portfolio of social care services in Blackpool. This will be a dual registration with an established RSM already in place whereby you would be responsible for 9 learning disability supported living services. You will be lead and supported by a highly motivated and experienced team of local managers and will contribute to the further development of our services within the region. You must be an accomplished manager and have extensive experience and knowledge of working within the social care sector, ideally including supported living services for people with a learning disability as well as people on the autistic spectrum, and people who have additional complex care and communication needs. We also provide support for people living independently in the community who do not require full time support and you will have some oversight of this provision too. We are looking for someone who can carry out the role demonstrating a person-centred approach with a warm, confident and professional manner. Experience of staff and service management is essential. If you have the vision, the will and organisational ability to deliver excellent outcomes for people we support, as well as understanding initiatives which connect them to their local community, we would love to talk to you. A requirement of this role is that you will be the Registered Manager with CQC. This will be a dual registered service alongside a second established and experienced Registered Manager. Prior experience as a Registered Manager is not essential but you must be a confident and accountable practitioner with the ability to put quality standards into practice. We will provide lots of support, training and guidance to help you, as well as a very supportive environment with like-minded leaders who share the same values as part of your team. You in turn must be able to lead a team with confidence and provide clear guidance, supervision and support to your team members. You will be able to communicate positively and professionally with the families of the people we support, their advocates and other agencies. You will be based in our friendly, central, well equipped office in Blackpool and will have regular direct contact with service users and the opportunity to attend person-centred reviews and develop positive relationships with people we support. You will have the opportunity to communicate and liaise positively and professionally with families of people we support, advocates and other agencies and commissioners This role offers unique and challenging opportunities bringing great job satisfaction and career development opportunities. We provide relevant training including accredited management training and health and social care diplomas through our own training academy. We can support you with advanced practitioner training opportunities in relevant areas. In addition to opportunities for personal and career development we offer good conditions of service and a supportive, hands-on management culture . Vacancy Reference Number: 90158 Benefits of working with Creative Support include a probationary bonus, pension contributions, 38 days Annual Leave and company paid enhanced DBS. We are a passionate, inclusive, and anti-racist organization - Stonewall Diversity Champion, Disability Confident Employer who have recently received Investors in People Gold awarded. Applications are reviewed as they are received, we do not provide feedback for unsuccessful applications. We can only accept applications from candidates who are located in and eligible to work within the UK TPBN1_UKTJ

Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.Our client is a well-established accountancy and business advisory firm with a strong presence across the South West.Known for combining technical excellence with a genuinely pe

Youll take responsibility for a designated client portfolio, building trusted relationships, overseeing work delivery and supporting junior team members with clear progression into a Client Portfolio Manager or Manager role over time. Client Portfolio Manager and Partner/Director to deliver a high-

Client Portfolio Manager - General Practice. Managing a portfolio of sole traders, partnerships and non-audit limited companies. You will take responsibility for your own client portfolio, ensuring a high standard of service delivery across accounts, tax and advisory matters, while working closely w

Business Development Manager - Award-Winning Market Leader | £60K Guaranteed + OTE £155K+ | Company Car or £5K Allowance Location: Field-based (UK-wide) Salary: £60,000 guaranteed minimum (£30K base + £30K top-up) | Realistic OTE £155K+ | Uncapped Commissi

Commercial Manager – Healthcare, Local Government & Education. This is your chance to play a pivotal role in managing a portfolio of PFI contracts across Scotland and the North of the UK, helping us deliver exceptional service every day.

Work closely with the Sales Manager, Marketing Manager, Medical, Market Access, and Business Excellence teams. Key Account Manager-Branded Portfolio. The Key Account Manager role is a strategic, system focused position responsible for driving access, adoption, and growth of the Cipla branded portfol

Public Practice specialists Taylor Rose Recruitment have been instructed on an Accounts Portfolio Manager opportunity on behalf of our client, a progressive firm in Winchester. You will be managing an interesting and diverse portfolio of clients fro.

Client Portfolio Manager - General PracticeLocation: Bury St EdmundsFull-time, PermanentSalary: £45-65kOur client is seeking an experienced Client Portfolio Manager to manage a portfolio of clients within their general practice team, with openings in their Bury St Edmunds and Ipswich offices.

They are a growing group and are now looking for an experienced PropertyPortfolio Managerto join their busy property team based in Ringwood.

The role sits within the Private Equity Portfolio (PE Portfolio) Tax team,one of the most successful teams within PwC's Deals Tax network. You will work in a team managing junior staff providing tax advisory services to a range of PE portfolio company clients delivering bespoke tax advice in relatio

A leading global learning provider in Greater London is seeking a motivated sales professional to build and manage a £600k+ portfolio with financial services clients.

Portfolio Manager - Residential (Houses & Flats, West London) We are recruiting for an experienced. This is a hands-on, client-facing role suited to someone who enjoys owning their portfolio, delivering a high standard of service, and building long-term landlord and tenant relationships. Day-to-day

A recruitment company is seeking a Block Manager for a full-time, permanent position in Maida Vale, London. The role offers a competitive salary of £36,000 plus bonuses and includes managing a portfolio of blocks within various areas of London.

His role will lead brand development and excellence across our Weed Control portfolio by providing strategic leadership for global brand positioning. Develop and steward global brand strategies across the Weed Control portfolio, ensuring consistent brand equity growth and alignment with commercial o

Working as part of a dedicated Portfolio Management team to construct, manage and monitor investment portfolios for a wide and varied client base (individuals, institutions and funds) to achieve financial goals whilst balancing risk and return. Role Title: Portfolio Manager – Court of Protection T

A professional consulting firm in Greater London seeks an experienced ACA or CTA to manage a diverse portfolio.

A leading financial services provider in the UK is seeking a Portfolio Manager to manage a portfolio of high-value Asset Based Lending facilities. The role requires a proven track record in portfolio and risk management, alongside strong financial analysis capabilities.

We are recruiting a Technical Portfolio Manager for a large, nationally recognised organisation undergoing a significant digital and cultural transformation. This role focuses on portfolio-level ownership, rather than hands-on delivery of individual projects. Own and manage a portfolio of technical

As part of our development commitment, we established the Associate Portfolio Manager (APM) Program in 2012 to foster the next generation of Portfolio Managers. This initiative has been incredibly successful as a talent pipeline for our Portfolio Manager population. Over a quarter of our current Por

A reputable property management firm is seeking a Senior Commercial Asset Manager to oversee a mixed portfolio of commercial properties in the Northwest of England. The successful candidate will be responsible for asset strategy, including rent and lease renewals, ensuring maximum potential for the

To apply for the Portfolio Finance Manager role, use the apply button below. Our client is a privately owned investment and property development business with a substantial and diversified portfolio spanning commercial, residential, and mixed‑use assets across the UK. The successful candidate will

A respected UK asset manager is seeking an Asset Manager for their Property team. The ideal candidate will have 2-4 years of experience in asset management, overseeing a defined portfolio and leading landlord and tenant negotiations. You'll manage external property managers and ensure strong ESG pra

In addition, building and managing relationships with the portfolio suppliers, working alongside the Supplier Relationship Manager. The Portfolio Manager is responsible for obtaining trade shapes and position reports on a monthly basis from the supplier. Get notified about new Portfolio Manager jobs

Are you a proven, high performing B2B Sales Manager looking for a fresh challenge and to earn Salary, Commission and Bonus? I am supporting a leading Employment Law and Health & Safety Consultancy who are looking to grow their Senior Sales Team members.

Do you enjoy working on complex and challenging projects, programmes and portfolios, delivering real and meaningful value?. Our Delivery Team is PA’s Centre of Excellence for all project, programme and portfolio capability. The team has a great reputation for realising high value outcomes for our

Senior Cost Manager | Healthcare Portfolio | Hybrid Working. As part of the Cost & Commercial Management team, you’ll provide cost management services across a portfolio of healthcare and complex building projects, working alongside experienced consultants and senior stakeholders to deliver succes

A leading investment firm based in the United Kingdom is looking for a Senior Manager in Asset Management.

A property management company is looking for a Senior Block Manager to oversee a prime portfolio in London.

A leading consultancy firm based in London is seeking an experienced Portfolio Manager to handle client portfolios in line with strategic decisions made by the Investment Strategy Committee.

Zurich is seeking an accomplished Portfolio Optimisation Manager to lead the development of our SMEE-trade Market Pricing strategy and enhance our capabilities. Extensive experience in market pricing, portfolio underwriting, or related analytical leadership, with an understanding of General Insuranc

A leading payments technology company is seeking a Senior Strategic Portfolio Manager to drive strategic planning and product management for Visa Direct.

A leading recruitment agency is seeking an experienced Accounts Manager near Okehampton to lead a small team and manage a varied client portfolio.

We think this role would suit anybody currently involved in investment consultancy, transitions, or a portfolio implementation or management role, who wants to advance their career and become more involved in portfolio management. You will become a lead portfolio manager for a range of clients. Aon

About the job Trader / Portfolio Manager (Experienced). Our Trader / Portfolio Manager mandates require the following skillsets:.

A leading independent estate agency in North West London is seeking an experienced Block Manager to manage a diverse residential block portfolio.

A leading recruitment firm is seeking a Category Manager (Fresh) for a prominent foodservice business in the United Kingdom. The successful candidate will develop strong supplier relationships, execute strategies for the fresh category, and collaborate closely with other category managers.

Hawksman Technology is partnering with a prominent international bank to appoint a senior Technology Portfolio Manager who will play a pivotal role in driving strategic alignment across the organisation’s technology landscape. Proven ability to manage complex portfolios and align initiatives with

A respected accountancy firm in Greater London is seeking an experienced Tax Manager to manage a diverse portfolio of personal and corporate tax clients.

Global BST Learning Portfolio Manager. You Will Also Have The Opportunity To Think Beyond Your Assigned Group Of Learners, Teaming With Others In The BST Learner Portfolio Team To. Taking full ownership for specific learning initiatives within the broader portfolio for your learners as required.

Our client are currently looking for a Payroll Manager to join their team on a permanent basis. Liaise with Area Managers on areas of opportunities and improvement measures.

A recruitment agency in the UK is seeking a Finance Manager to oversee financial management and reporting for a portfolio of contracts.

A financial services firm in the United Kingdom is seeking an experienced Portfolio Manager to create and manage investment portfolios for clients. This role requires effective communication and relationship management skills to maintain and grow client portfolios.