Tax manager Work, Jobs in Westcott, Sry (with Salaries)

Assistant Portfolio Manager
Charles Stanley —Guildford
- Full-time
- Analysis skills
- Communication skills
- Analytics
11d
Clinical Deputy Manager
Bupa —Guildford
- Up to £60,000 a year
- Weekend availability
- Management
- Customer service
- Mentoring
- Employee discount
- Gym membership
Quick apply
Fleet & Environmental Services Manager
Nuco Solutions Ltd —Chessington
- Up to £51,382.50 a year
- Full-time
- Team management
- In-person
- Leadership
- Sick pay
Quick apply
8d
Churn Specialist | DTC E-commerce | 100% Remote EU
Foxelli Group —London
- Full-time
- Remote
- AI
- Analytics
- Annual leave
- Gym membership
Collaborative L&D Specialist - UK (Hybrid)
Laminar Projects —London
- Overtime
- Hybrid work
- No experience needed
- Psychology
- Training & development
EMEA Indirect Tax Senior Manager
London Stock Exchange Group —London
- Full-time
- Tax experience
Systems Architect
AIRBUS Defence and Space Limited —Guildford
- Full-time
- Hybrid work
- System design
- AWS
- Travel
- Free parking
- Employee assistance programme
8d
Senior Adoption Strategist, EMEA (Engagement Manager)
Ironclad, Inc. —London
- Full-time
- Hybrid work
- Computer Science
- Bachelor's degree
- AI
- Annual leave
Project Support - ERP - Secondment
Mazars —London
- Microsoft Powerpoint
- Communication skills
Corporate Tax Manager
Kreston Reeves —Horsham
- Full-time
- Hybrid work
- Travel
- Mentoring
- Training & development
- Employee assistance programme
- Employee discount
Quick apply
Project Manager – Document Management - 12 month FTC
RSM UK —Crawley
- Full-time
- Hybrid work
- Computer Science
- PMP
- Bachelor's degree
Assistant Underwriter, International Binders
SCOR —London
- Bachelor's degree
- Communication skills
GRC Analyst II
Payscale —London
- £62,860 - £94,290 a year
- Full-time
- Remote
- Bachelor's degree
- Communication skills
- Annual leave
- Work from home
11d
Care Home Administrator
Barchester Healthcare —Copthorne
- £34,000 a year
- Microsoft Word
- Microsoft Outlook
- Databases
- Employee discount
- Referral programme
Quick apply
Senior Tax Advisory Manager (12 Month FTC)
Wise Australia Investments —London
- £90,000 - £117,500 a year
- Tax experience
Senior Finance Manager
Jobs In. Fitness —London
- £70,000 - £75,000 a year
- Full-time
- Hybrid work
- Communication skills
Quick apply
Treasury Transformation (TMS Certified) - Assistant Manager OR Manager
Forvis Mazars LLP —London
- Full-time
- Hybrid work
- English
- Business development
- Marketing
Group Product Manager, International
Rippling —London
- £135,000 - £225,000 a year
- Full-time
- Hybrid work
- Product management
- Communication skills
Employment Tax Senior Manager
Cooper Parry —London
- Full-time
- Remote
- Business development
- Mentoring
- Communication skills
Business Tax Senior Manager
Menzies LLP —Crawley
- Full-time
- Hybrid work
- Mentoring
- Computer skills
- Training & development

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Assistant Portfolio Manager

Charles Stanley -
Guildford

Apply Now

Job details

Full-time
11 days ago

Qualifications

Investment
Financial analysis
Analysis skills
Investment analysis in financial services industry
Communication skills
Analytics

Full job description

About the Role:

We're looking for an Assistant Portfolio Manager to join our Investment Management team and support the delivery of high-quality investment solutions for private clients.

Working closely with Investment Managers, you'll help oversee a diverse range of portfolios for individuals, families, trusts, charities and corporate clients. You'll play an important role in portfolio monitoring, investment implementation, client reporting and investment research, helping to ensure portfolios remain aligned with client objectives and investment strategies.

This is an excellent opportunity for someone with investment management experience who is looking to further develop their portfolio management expertise and build a long-term career in wealth management.

Please note that this role does not hold discretionary investment authority and is not a Certified Function under SMCR.

What You'll Be Doing:

Support Investment Managers in the management of discretionary and advisory client portfolios.
Assist with portfolio reviews, suitability assessments and investment proposals.
Help implement and maintain portfolio models, ensuring client portfolios remain aligned with agreed investment strategies.
Monitor portfolio exceptions and support the preparation of investment and trading rationales.
Conduct portfolio analysis and provide market, economic and investment commentary to support decision-making.
Assist with client reporting, tax planning opportunities and investment documentation.
Maintain records supporting investment decisions, due diligence activities and model governance.
Work collaboratively with colleagues across the business to deliver excellent client service and outcomes.
Ensure all activities are conducted in line with regulatory requirements, internal policies and risk management standards.

What We're Looking For:

Experience & Qualifications

We're interested in hearing from candidates who can demonstrate some or all of the following:

Experience within investment management, portfolio management or investment support.
Progress towards, or completion of, a relevant professional qualification such as CISI Level 4 or equivalent.
Understanding of portfolio construction, asset allocation and investment markets.
Experience supporting private client portfolios would be beneficial.

Knowledge & Skills

Strong analytical and numerical skills with excellent attention to detail.
Good understanding of investment processes, client suitability requirements and regulatory frameworks.
Strong communication and relationship-building abilities.
Well organised, adaptable and able to manage multiple priorities effectively.
Proficiency in Microsoft Office, particularly Excel, and confidence working with investment research and market data systems.
A proactive, collaborative and client-focused approach.
Genuine interest in financial markets and investment management.

Apply Now

Refine Your Search

tax manager jobs in westcott, sry

Assistant Portfolio Manager

Clinical Deputy Manager

Fleet & Environmental Services Manager

Churn Specialist | DTC E-commerce | 100% Remote EU

Collaborative L&D Specialist - UK (Hybrid)

EMEA Indirect Tax Senior Manager

Systems Architect

Senior Adoption Strategist, EMEA (Engagement Manager)

Project Support - ERP - Secondment

Corporate Tax Manager

Project Manager – Document Management - 12 month FTC

Assistant Underwriter, International Binders

GRC Analyst II

Care Home Administrator

Senior Tax Advisory Manager (12 Month FTC)

Senior Finance Manager

Treasury Transformation (TMS Certified) - Assistant Manager OR Manager

Group Product Manager, International

Employment Tax Senior Manager

Business Tax Senior Manager

I want to receive the latest job alerts for tax manager in westcott, sry

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