We are currently recruiting for a Portfolio Manager on behalf of our client, offering a dynamic and varied role for an experienced individual with strong management skills. As a Portfolio Manager, you will play a key role in overseeing the administration of a client services team, maintaining client relationships, and ensuring exceptional service delivery.
Key Responsibilities:
- Team Management & Client Service: Support senior management in overseeing the client services team, ensuring high-quality service to clients and the smooth operation of team activities.
- Client Relationship Management: Build and maintain strong relationships with clients and intermediaries, ensuring that their needs are met efficiently and effectively.
- Portfolio Oversight: Manage a diverse portfolio of trust and company clients, overseeing various administration tasks to ensure accuracy and compliance.
- Team Coordination: Act as the key point of contact for the team and clients, facilitating staff development and coordinating workflow to ensure deadlines are met.
- Revenue & Fee Management: Take responsibility for the profitability of your allocated portfolio by reviewing WIP, ensuring timely fee collection, and exploring additional revenue opportunities.
- Client Strategy Development: Work closely with clients to develop and implement strategies that align with their goals and objectives.
- Collaboration & Compliance: Ensure the team’s adherence to local regulatory requirements, maintaining a positive relationship with the regulator, and staying updated on relevant industry legislation.
- Leadership & Training: Supervise and support administration staff, offering technical assistance, guidance, and development opportunities as needed.
- Business Development: Support and drive behaviours that meet agreed business targets.
Reporting To:
Client Services Manager
Qualifications Required:
- 5 GCSEs or equivalent at grade C or above
- Hold or be working towards a relevant professional qualification. Ongoing CPD will be required after qualification in line with the business’s requirements.
Experience Required:
- Extensive experience in TCSP administration, including managing a client portfolio
- Proficiency in Microsoft Office
- Experience with CCH, Viewpoint, and Laserfiche is desirable but not essential
Training:
Full external and internal training will be provided and is actively encouraged.
Benefits:
- Medicash health plan
- Flexible working hours and opportunities
- Contributory pension scheme
- Study support and personal development programmes
- Ongoing CPD support
- Discounted gym membership
This is a fantastic opportunity for an experienced individual looking to progress in a leadership role within the client services team. If you have the relevant experience and are ready to take on this exciting challenge, please get in touch to discuss further.