Group Jobs
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Portfolio are proud to be exclusively representing our Client who are a trusted health and wellbeing network who have been making a positive difference in over 15 million lives, in their search to add a Clinical Coordinator to their team. Our client offers the most comprehensive employee assistance programme on the market, giving 24/7 caring and compassionate support services to employers from organisations of all sizes, across the private, public and non-profit sector, to business partners, individual users, employees and their family members.This is an ideal opportunity for an administration professional looking to further their career within medicine/clinical environment. With on-the-job training and further development opportunities! The Role You will triage Occupational Health referrals and reports. You will be responsible for reviewing referral documents to determine if an OHA or OHP would be best suited to conduct the assessment. You will be reviewing OH reports to ensure they are fit for purpose and have been completed to the standard expected. Day to Day Responsibilities * Ensuring all individual and team KPIs and SLAs are adhered to on a daily, weekly, and monthly basis * Occupational Health Triage duties including review of cases to provide appropriate direction on case. E.g. escalating any concerns to ensure client expectations are met. Ensuring reports are effectively reviewed and released within SLA * Working to the required high standards to ensure adherence to clinical protocols, procedures and processes * Responding to client queries within 24 hours, the overall aim of achieving a satisfactory solution for the client What you Bring to the Team? * Proven experience in working towards KPIs * Excellent written and communication skills, with ability to work as part of a busy team Excellent organisational skills and ability to prioritise work and meet deadlines * Able to demonstrate a high level of accuracy and attention to detail Benefits * 25 day's holiday, plus bank holidays * Day off on your birthday * Cash plan for you (and your children, if any) * Holidays increase after 2- and 5- years' service * Private medical insurance after 5 years' service * Pension Plan and Life Insurance * Pension plan contributions increase after 5- and 7- years' service * Holiday season bonus after 3 years' service * Profit Share Scheme * Season Ticket loan scheme * Cycle to work scheme * Access to Employee Assistance Programme * Free breakfast every Monday and social sessions on the last Friday of the month with free food and drink * Company incentives, access to discount schemes 48419LSRINDMANJ
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Position: Payment Collections CoordinatorType: Full-Time PermanentLocation: On-site x5 days a week near Union StationSalary: $50,000-$55,000 We are seeking a detail-oriented and proactive Payment Collections Coordinator to join our dynamic team. In this role, you will oversee the timely collection of outstanding payments, manage customer accounts, and ensure compliance with company policies and regulations. As a key point of contact for clients and internal teams, you will utilize strong communication and negotiation skills to resolve payment issues, maintain positive relationships, and help optimize cash flow. If you thrive in a fast-paced environment and excel at balancing accuracy with customer service, this position is an excellent opportunity to advance your career. Day-to-Day Duties and Responsibilities: * Manage and take full ownership of your daily collection call schedule. * Consistently achieve or exceed individual goals, KPIs, and SLAs, while maintaining accountability for results. * Track performance against KPIs and SLAs, analysing and explaining any deviations from targets, such as changes in aged debt profiles, call volumes, call times, email queues, and collection activities. * Collaborate with the Development and Service Delivery Manager to identify training needs and coordinate coaching sessions. * Prioritize direct call methods as the primary approach for initial collection contact. * Escalate account queries requiring resolution beyond the Payment Team's authority or where additional guidance is needed. * Establish and maintain strong working relationships with Customer Service/Client Experience teams and other business units to address and resolve client complaints effectively. * Communicate with internal stakeholders regarding account-related queries. * Perform additional tasks as needed to adapt to the evolving requirements of the role and align with the overall business objectives. Education & Experience: * 2 years previous experience in collections, accounts receivable, billing, or customer service roles. * Mandatory experience in customer service. * Proven ability to manage objections effectively. * Excellent listening and communication skills. * Capability to thrive in a fast-paced work environment. * Strong negotiation skills. * Familiarity with Salesforce and Stripe is considered an asset. INDCANMC48803
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* Is this you? A positive, organised, hardworking individual, who enjoys speaking to clients. * Do you have a keen eye for detail? * Are you self-motivated and looking for a new adventure?The Portfolio Group have a phenomenal opportunity on the table... we are looking for a talented Complaints Handler to join a vibrant company with incredible growth plans who have won many awards such as the 'Feefo Platinum trusted service award 2021'. We are currently supporting one of the UKs longest leading information resource business for HR, Tax & Accounting Professionals. Part of a Global Group that have a multimillion-pound turnover year on year that keeps on growing. Job OverviewThe role requires you to deliver an exceptional level of service in order to retain our clients. You will be the first point of contact for any clients who wish to renegotiate or cancel their agreement. Your key focus will be retaining our clients by resolving any issues or concerns raised, whilst achieving and delivering excellence in service by providing fast client focused solutions. Day-to-Day Responsibilities * Being the first point of contact for any client wishing to discuss their continuous service agreement * Retaining clients on their continuous service agreement and avoid them from renegotiating their terms and conditions * Ensuring that all client service issues are thoroughly investigated through discussion with the client and appropriate internal departments * Ensuring that all client service issues are resolved in a timely manner and at all times focused on client resolution and retention * Ensuring that all client service issues whether verbal or written are acknowledged in line with the complaint's procedure * Understanding all client databases and systems to adequately investigate and respond to the client What you Bring to the Team * A target driven individual who thrives on personal and team success * Total commitment to client retention * Thrives from client success * A positive attitude, a thirst for knowledge and the ability to communicate knowledge effectively within the team * A strong communicator with excellent interpersonal skills and works well in a team * Ability to deal with challenging conversations * Ability to work in a fast-paced environment * Strong time management skills * A dynamic and flexible approach, as well as the ability to work under pressure Benefits * 25 Holidays + Bank Holidays * Day off on your Birthday * PerkBox Discounts * Social Events Throughout Year * Contributory Pension Scheme * Private Health Insurance after 5 year 474497MAR3INDHIN
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Customer Service Advisor Leicestershire
Permanent £22,000 - £23,000 Per Annum
Ref: P971139LSR9 Group
Are you an experienced Customer Service professional looking to join a company where you can build a career, and will invest in your development?The Portfolio Group have a phenomenal opportunity on the table.. we are looking for a talented Customer Service Advisor to join a vibrant company with incredible growth plans who have won many awards such as the 'Feefo Platinum trusted service award 2021'. We are currently supporting one of the UKs longest leading information resource business for HR, Tax & Accounting Professionals. Part of a Global Group that have a multimillion-pound turnover year on year that keeps on growing.As a Customer Service Advisor you will focus on managing existing clients, being the first point of contact for any queries or concerns. You will deliver world class care exceeding clients' experctations by providing fast client focused solutions. Day-to-Day Responsibilities as an Customer Service Advisor: * Contacting clients to welcome them to the business and booking their initial appointments with consultants * Maintenance of client profile including additional sites, changes in employee information where appropriate. * Receiving client and consultant telephone calls and resolving queries and service issues * Ensuring all new business is accurately added to the spreadsheet and called within 1 hour of receiving * Ensuring that all client service issues whether verbal or written are acknowledged in line with the complaints procedure. * Liasing with the new business resolution specialist to handle new business intent to cancels quickly and effectively What you Bring to the Team * A "can-do" attitude, a thirst for knowledge and the ability to communicate knowledge effectively within the team. * Ability to work in a fast paced environment. * Strong time management skills. Benefits * 25 Holidays + Bank Holidays * Day off on your Birthday * PerkBox Discounts * Social Events Throughout Year * Contributory Pension Scheme * Private Health Insurance after 5 years P971139LSR9INDHIN
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Senior Audit Specialist Leicestershire
Permanent £75,000 - £80,000 Per Annum
Ref: P967616LS1R26 Group
My client is a market-leading provider of Information Services and Solutions for professionals is Accounting, Audit, Tax, H&S and Business. This is an ideal role for an experienced auditor with strong technical knowledge, excellent writing skills and a keen interest in media/publishing to join an expert and enthusiastic Audit and Accounting (A&A) author team. Job Purpose:The A&A technical writer team are responsible for writing and reviewing content for the A&A segment They work with commercial, sales, IT, and editorial teams to innovate the way that content is delivered to maximise the value to our clients. The team also deliver technical and product training and are expected to be active members of external technical committees, for example at ICAEW. Day to Day Responsibilities as a Senior Audit Specialist: * Take responsibility for certain audit and practice management products. * Get involved in supporting commercial and content partnerships for example with audit software companies. * Lead transformation projects for content, products, and processes. * Research and perform or review authoring update work on the A&A products as appropriate for the candidate's expertise and the roles of other team members. This could include: * commentary, insights, and analysis. * tools including audit programmes, model accounts and disclosure checklists. * online training materials (podcasts, videos, recording audio, preparing slides and notes). * contributing articles for news updates, Accountancy Daily and social media. * UK GAAP and IFRS presentation, measurement, and disclosure. * company law and corporate governance; and * practice management guides and tools. * Maintain and expand external networks through social media, webinars, training, sales demos and technical committees. * Work with external expert authors and panel members in practice. * Instruct editorial/production support teams and review output within tight publishing deadlines. * Provide insight and leadership to other team members maintaining accounting/auditing standards and company legislation on Croner-i Navigate platform to ensure that new content is added when needed and editorial notes are up to date. * Answer product queries and assist client experience and sales teams with demos and training. What you bring to the team: * Qualified ACA, ACCA, FCA or FCCA. * Experience of working within an accounting practice environment, typically within the audit function. * Professional knowledge of and strong technical grounding in the areas of auditing and IFRS and UK GAAP accounting, ethics, quality, and risk. * Proven writing and presentation skills, including the ability to convey complex themes in an accessible way to a variety of audiences with varying levels of expertise. * Strong excel, word and IT skills and experience in audit software. * Interest in media/publishing. * Confident in helping clients. * Superb teamwork and communication. Employee Benefits: * 25 Holidays + Bank Holidays * Vibrant Offices in Central London (Looking over the Thames) * Profit Share Scheme * PerkBox Discounts * Social Events Throughout Year * Contributory Pension Scheme * Private Health Insurance after 5 years P967616LS1R26INDHIN
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Senior Audit and Accounting Writer Leicestershire
Permanent £75,000 - £80,000 Per Annum
Ref: P967616LS2R23 Group
My client is a market-leading provider of Information Services and Solutions for professionals is Accounting, Audit, Tax, H&S and Business. This is an ideal role for an experienced auditor with strong technical knowledge, excellent writing skills and a keen interest in media/publishing to join an expert and enthusiastic Audit and Accounting (A&A) author team. Job Purpose:The A&A technical writer team are responsible for writing and reviewing content for the A&A segment They work with commercial, sales, IT, and editorial teams to innovate the way that content is delivered to maximise the value to our clients. The team also deliver technical and product training and are expected to be active members of external technical committees, for example at ICAEW. Day to Day Responsibilities as a Senior Audit Technical Writer: * Take responsibility for certain audit and practice management products. * Get involved in supporting commercial and content partnerships for example with audit software companies. * Lead transformation projects for content, products, and processes. * Research and perform or review authoring update work on the A&A products as appropriate for the candidate's expertise and the roles of other team members. This could include: * commentary, insights, and analysis. * tools including audit programmes, model accounts and disclosure checklists. * online training materials (podcasts, videos, recording audio, preparing slides and notes). * contributing articles for news updates, Accountancy Daily and social media. * UK GAAP and IFRS presentation, measurement, and disclosure. * company law and corporate governance; and * practice management guides and tools. * Maintain and expand external networks through social media, webinars, training, sales demos and technical committees. * Work with external expert authors and panel members in practice. * Instruct editorial/production support teams and review output within tight publishing deadlines. * Provide insight and leadership to other team members maintaining accounting/auditing standards and company legislation on Croner-i Navigate platform to ensure that new content is added when needed and editorial notes are up to date. * Answer product queries and assist client experience and sales teams with demos and training. What you bring to the team: * Qualified ACA, ACCA, FCA or FCCA. * Experience of working within an accounting practice environment, typically within the audit function. * Professional knowledge of and strong technical grounding in the areas of auditing and IFRS and UK GAAP accounting, ethics, quality, and risk. * Proven writing and presentation skills, including the ability to convey complex themes in an accessible way to a variety of audiences with varying levels of expertise. * Strong excel, word and IT skills and experience in audit software. * Interest in media/publishing. * Confident in helping clients. * Superb teamwork and communication. Employee Benefits: * 25 Holidays + Bank Holidays * Vibrant Offices in Central London (Looking over the Thames) * Profit Share Scheme * PerkBox Discounts * Social Events Throughout Year * Contributory Pension Scheme * Private Health Insurance after 5 years P967616LS2R23INDHIN
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The Portfolio Group are working for an award-winning global organisation and leading provider of comprehensive HR & payroll solutions, dedicated to helping small and medium-sized businesses (SMEs) streamline their HR & payroll processes, ensure compliance, and save time. This innovative business has designed a systems to meet the unique needs of growing businesses, offering a seamless, reliable, and cost-effective solution. Role OverviewAs a Sales Coach you will be responsible for training sales reps on our company's products, sales techniques, and customer service strategies. Additionally, you will assess the training needs of the team and provide ongoing coaching and reinforcement to improve their performance. Your ability to motivate and engage others will be crucial in developing top-notch sales reps As a Telesales Coach you will:* Develop and implement training programs for new and existing sales personnel.* Deliver training sessions on products, sales techniques, and customer service strategies.* Conduct one-on-one coaching sessions to provide feedback and improve sales reps' performance.* Assess the training needs of the sales team and develop customized training plans accordingly.* Stay up to date with industry trends and changes to ensure training content is relevant and effective.* Collaborate with sales managers to identify areas of improvement and provide targeted training solutions.* Evaluate the effectiveness of training programs through assessments and surveys and make adjustments as needed. To be considered for this role:* Develop and implement training programs for new and existing sales personnel.* Deliver training sessions on products, sales techniques, and customer service strategies.* Conduct one-on-one coaching sessions to provide feedback and improve sales reps' performance.* Assess the training needs of the sales team and develop customized training plans accordingly.* Stay up to date with industry trends and changes to ensure training content is relevant and effective.* Collaborate with sales managers to identify areas of improvement and provide targeted training solutions.* Evaluate the effectiveness of training programs through assessments and surveys and make adjustments as needed.What you will get in return:* Salary up to £35,000 depending on experience * £41,000 OTE in year one* Profit Share Scheme* 25 days' holiday plus bank holidays* Day off on your birthday* Pension Plan and Life insurance* Access to Employee assistance programme INDMANS
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Business Development Manager - Payroll Solutions Greater Manchester
Permanent £30,000 - £50,000 Per Annum
Ref: 48797KA Group
* Office based Role in Manchester City Centre* Guaranteed £60K - £100K OTE end of year one The Portfolio Group are working for an award-winning global organisation and leading provider of comprehensive HR & payroll solutions, dedicated to helping small and medium-sized businesses (SMEs) streamline their HR & payroll processes, ensure compliance, and save time. This innovative business have designed a systems to meet the unique needs of growing businesses, offering a seamless, reliable, and cost-effective solution. Role OverviewWe are seeking a dynamic and results-driven Business Development Manager with a specialisation in payroll services to join our expanding team. In this role, you will be responsible for driving the growth of our payroll services division by acquiring new clients, nurturing relationships, and delivering tailored solutions that meet the specific needs of each business. As a Payroll Business Development Manager you will:* Identify, target, and engage potential SME clients to promote our payroll services* Delivery of strong inbound office leads for the sale of payroll services and software* Conduct in-depth needs assessments to understand the unique payroll challenges of each client, and present customised solutions* Build and maintain strong, long-term relationships with key decision-makers and stakeholders in the SME sector* Provide customer demonstrations on the new payroll software and ease of use with clients* Attend Face to Face meetings to build and nurture relationships with the payroll customers* Collaborate with the marketing team to develop effective sales materials, presentations, and campaigns* Stay informed of industry trends, market conditions, and competitors to provide insights and recommend strategies* Regularly report on sales activity, pipeline status, and revenue projections to senior management To be considered for this role:* Proven experience in business development or sales, with a focus on payroll services or HR services* Demonstrated success in selling to SMEs, with a strong understanding of the challenges and opportunities within this market* Excellent communication, negotiation, and presentation skills* Ability to build rapport quickly and establish trust with clients* Strong organisational and time management skills, with the ability to manage multiple opportunities simultaneously* Self-motivated, proactive, and results-oriented with a passion for helping businesses succeed* Proficiency in CRM software and other sales toolsHow you'll benefit:* Salary is depending on experience * Guaranteed £60K-£100K OTE in year one (minimum uncapped)* Uncapped monthly commission* Daily, weekly and monthly incentives* Profit Share Scheme* 25 days' holiday plus bank holidays* Day off on your birthday* Pension Plan and Life insurance* Access to Employee assistance programme INDMANS
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Software (Saas) Business Development Manager Greater Manchester
Permanent £30,000 - £35,000 Per Annum
Ref: 48801KA Group
The Portfolio Group are working for an award-winning global organisation and leading provider of comprehensive HR & payroll solutions, dedicated to helping small and medium-sized businesses (SMEs) streamline their HR & payroll processes, ensure compliance, and save time. This innovative business have designed a systems to meet the unique needs of growing businesses, offering a seamless, reliable, and cost-effective solution. Role OverviewWe are seeking a dynamic and results-driven Business Development Manager with a specialisation in payroll services to join our expanding team. In this role, you will be responsible for driving the growth of our payroll services division by acquiring new clients, nurturing relationships, and delivering tailored solutions that meet the specific needs of each business. As a Software Business Development Manager you will:* Identify, target, and engage potential SME clients to promote our payroll services* Delivery of strong inbound office leads for the sale of payroll services and software* Conduct in-depth needs assessments to understand the unique payroll challenges of each client, and present customised solutions* Build and maintain strong, long-term relationships with key decision-makers and stakeholders in the SME sector* Provide customer demonstrations on the new payroll software and ease of use with clients* Attend Face to Face meetings to build and nurture relationships with the payroll customers* Collaborate with the marketing team to develop effective sales materials, presentations, and campaigns* Stay informed of industry trends, market conditions, and competitors to provide insights and recommend strategies* Regularly report on sales activity, pipeline status, and revenue projections to senior management To be considered for this role:* Proven experience in business development or sales, ideally within sofware* Demonstrated success in selling to SMEs, with a strong understanding of the challenges and opportunities within this market* Excellent communication, negotiation, and presentation skills* Ability to build rapport quickly and establish trust with clients* Strong organisational and time management skills, with the ability to manage multiple opportunities simultaneously* Self-motivated, proactive, and results-oriented with a passion for helping businesses succeed* Proficiency in CRM software and other sales toolsWhat you will get in return:* Up to £35,000 OTE £80,000 TOP earners earn £140,000* Uncapped monthly commission* Daily, weekly and monthly incentives* Profit Share Scheme* 25 days' holiday plus bank holidays* Day off on your birthday* Pension Plan and Life insurance* Access to Employee assistance programme INDMANJ