Average Portfolio Manager salary in the UK

A leading wealth management firm with offices in Leeds city center are looking for an Assistant Portfolio Manager to join their busy team. The successful applicant will be an ambitious character, looking to develop their career further. Progression is encouraged and you will have the opportunity to further your career in which ever way you prefer, be that into a client facing Investment Management capacity or to continue as a more senior member of the Portfolio Management team.Duties include; Assist Portfolio Managers and Investment Managers in ensuring portfolios are constructed in compliance with TCF principles.Work closely with the Research team to understand their investment guidelines.Support Investment Managers and Portfolio Managers to track funds against client's objectives and risk profile.Execute trades on instruction from Management.Support client delivery under the guidance of Management.Assist in preparation of review and new client meetings. Ideally you will have begun your CISI or CFA qualifications, with experience in a Wealth Management/Investment Management environment. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

An exciting new opportunity has arisen for a growing firm of Chartered Accounts for a Client Accountant/ Portfolio Manager to join a practice based in West Wickham. Offering up to £55k, with auto enrolment pension, and great progression routes. The role would suit an ACA or ACCA Qualified Senior or finalist Accountant with solid experience managing their own portfolio of clients. The practice pride themselves on providing excellent service to individuals and OMB's in the Kent, Surrey and South London area. If you are looking for an opportunity to grow within a reputable close knit team, then this is a great opportunity Portfolio Manager Position Overview Managing a portfolio of clients - production of final statutory (FRS 102(1A) and FRS105) and non-statutory accounts, preparation of corporate tax, partnership and self-assessment tax returns including business tax computations for limited companies, LLPs, partnerships, sole traders and individuals and preparation of quarterly VAT returns;Effective and proactive communication with clients with regular meetings and keeping up to date meeting notes on practice software;Daily recording of time, monthly review of client WIP.Client bills raised in timely manner.Client budget and time management;Onboarding new clients including meeting prospective clients and providing fee quotes;Dealing with accountancy and tax related queries raised by clients and staff; effectively communicating with them clearly on all matters;Assisting with new accounting regulations/tax projects as they arise;Technical research and ensuring clients are made aware of important legislative changes which affect them;Assist with practice IT systems to ensure efficiency;Organising and working effectively together and as part of team;Effectively assisting senior staff; Portfolio Manager Position Requirements Minimum of 2 years practice experience;ACA or ACCA qualified Good knowledge of FRS 102 and FRS 105;Proactive approach to work prioritisation and time management;Effective communicator, both verbal and written;Logical and analytical skills, with a strong attention to detail;Experience using different accounting software such as FreeAgent, Xero, Quickbooks etc. Good working knowledge of Excel and Word;Working knowledge of IRIS desirable, but not essential;Be able to arrive presentable and in the office on time and fit into the hard-working office culture; Portfolio Manager Position Remuneration Salary dependent on experience, ranging from £40,0000-55,000On going training career development and guidanceEnrolment into company pension with 4% Employer contribution.Statutory holiday plus bank holidaysExcellent office environment, with modernised facilities and techAnd more to be discussed Bennett & Game Recruitment are acting as a Recruitment Agency in relation to this vacancy. Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.

Are you a talented Portfolio Manager with a knack for property and finance? Our client, a dynamic and successful lender in the short-term property finance sector, is on the lookout for someone like you to join their team. This is a fantastic opportunity to work independently and alongside senior management to manage a growing and diverse loan book.With a salary ranging from £45,000 to £65,000 DOE plus bonus, this role offers a competitive package. You'll enjoy the chance to work with a well-established company in the property finance industry, and you'll be part of a team that values exceptional customer service.Our client is a well-established lender specialising in short-term property finance, working with property professionals across the UK. They pride themselves on their dynamic approach and successful track record in the industry.In the role of Portfolio Manager, you will: Manage a growing and diverse loan book, working closely with the Managing Director and Financial Controller.Provide exceptional customer service and build strong relationships with clients.Oversee the recovery process, liaising with solicitors, LPA receivers, and property professionals.Develop and document procedures and policies for effective loan book management.Utilise bespoke loan book management software to monitor and manage loans.Handle property management and property development tasks. Package and Benefits:The Portfolio Manager role offers: Annual salary of £45,000 to £65,000 DOE.Bonus opportunities.The chance to work with a bespoke loan book management software system.Opportunities for professional growth and development in a key position within the company. The ideal Portfolio Manager will have: Strong communication skills and a good understanding of finance and the lending market.Extensive experience in real estate finance recoveries.Commercial acumen to find the right solutions.Excellent organisation skills and the ability to work well in a team.Confidence to engage with a range of stakeholders and build professional relationships.A proactive approach and excellent written skills. If you're interested in roles such as Loan Portfolio Manager, Property Finance Manager, Lending Manager, Real Estate Portfolio Manager, or Financial Portfolio Manager, this Portfolio Manager position could be the perfect fit for you.If you're ready to take on a challenging and rewarding role as a Portfolio Manager in a thriving property finance company, we want to hear from you. Apply now and take the next step in your career journey!```