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

Assistant Portfolio Manager
Charles Stanley —Guildford
- Full-time
- Analysis skills
- Communication skills
- Analytics
Clinical Deputy Manager
Bupa —Guildford
- Up to £60,000 a year
- Weekend availability
- Management
- Customer service
- Mentoring
- Employee discount
- Gym membership
Quick apply
Systems Architect
AIRBUS Defence and Space Limited —Guildford
- Full-time
- Hybrid work
- System design
- AWS
- Travel
- Free parking
- Employee assistance programme
12d
Senior Finance Manager: Productions
Trafalgar Entertainment —Woking
- £70,000 - £75,000 a year
- Full-time
- Team management
10d
Operational Support Officer
HM Courts & Tribunal Service —Guildford
- £20,001 - £30,000 a year
- Full-time
- Hybrid work
- Customer service
- Presentation skills
- Travel
- Annual leave
- Employee discount
20605 – 2 x Head of PDU (1 HNE and 1 SENF)
HM Prison & Probation Service —Aldershot
- £60,001 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Bachelor's degree
- Annual leave
- Employee discount
Duty Manager
LKQ Corporation —Guildford
- Full-time
- Training & development
- Cash handling
- Annual leave
- Employee assistance programme
Private Client Tax ATT-CTA Graduate Programme
Menzies LLP —Crawley
- £32,000 a year
- Communication skills
- Employee assistance programme
Branch Manager Designate
LKQ Corporation —Woking
- Full-time
- Customer service
- Recruiting
- Leadership
- Annual leave
- Employee assistance programme
Tax Manager
BAM UK & Ireland —Farnborough
- Communication skills
- Tax experience
12d
Operations Manager
EMED Group —Redhill
- £37,000 a year
- Full-time
- Customer service
- Budgeting
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
4d
Marketing Coordinator
Porta Romana —Farnham
- From £28,000 a year
- Full-time
- Social media management
- Microsoft Office
- In-person
- Free parking
- Employee discount
Quick apply
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
Payroll Coordinator
Impact Food Group —Woking
- Full-time
- School
- Annual leave
- Employee discount
Quick apply
Business Tax ATT-CTA Trainee
Menzies LLP —Woking
- £29,000 a year
- Hybrid work
- Communication skills
- Employee assistance programme
12d
Senior Manager Purchasing
SITA Switzerland Sarl —Barcelona, Barcelona provincia
- Full-time
- Office
- IT
- Leadership
- Work from home
Business Support Administrator
UK Power Networks —Aldershot
- £38,832 a year
- Hybrid work
- Microsoft Word
- Computer literacy
- Annual leave
- Employee assistance programme
9d
Accounts Senior/Assistant Manager
TC-Group —Farnham
- £40,000 - £55,000 a year
- Full-time
- Organisational skills
- Communication skills
- Employee assistance programme
- Referral programme
Quick apply
Business Tax Senior Manager
Menzies LLP —Crawley
- Full-time
- Hybrid work
- Mentoring
- Computer skills
- Training & development
VP, Finance – UK & Europe
AHEAD —Reading
- £170,000 - £220,000 a year
- Full-time
- Hybrid work
- Leadership
- Analytics
4d

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tax manager jobs near godalming, sry

Assistant Portfolio Manager

Charles Stanley -
Guildford

Apply Now

Job details

Full-time

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 godalming, sry

Assistant Portfolio Manager

Clinical Deputy Manager

Systems Architect

Senior Finance Manager: Productions

Operational Support Officer

20605 – 2 x Head of PDU (1 HNE and 1 SENF)

Duty Manager

Private Client Tax ATT-CTA Graduate Programme

Branch Manager Designate

Tax Manager

Operations Manager

Marketing Coordinator

Technical Administrator

Payroll Coordinator

Business Tax ATT-CTA Trainee

Senior Manager Purchasing

Business Support Administrator

Accounts Senior/Assistant Manager

Business Tax Senior Manager

VP, Finance – UK & Europe

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