The Portfolio Group Jobs

Company Overview:Our client is a leading provider of tax advisory services, delivering top-tier professional advice to help businesses improve their performance. With a strong focus on supporting SMEs, they offer a comprehensive suite of services, including tax, VAT, payroll, employment, HR, health & safety, and commercial legal advice. As a trusted partner, they aim to eliminate uncertainty and reduce errors, ensuring businesses thrive. The Opportunity:We are looking for a dedicated and qualified tax specialist to join a dynamic team in a client-facing role. In this position, you'll provide expert advice on tax matters via phone and email, conducting necessary research and offering well-informed insights. With no timesheets to manage and full flexibility to work remotely, this is a unique opportunity for tax professionals seeking a client-centered role without the administrative burdens. Key Responsibilities: * Deliver expert guidance to clients on a range of tax issues through phone and email. * Gather essential information, perform research, and provide accurate, detailed advice. * Reference and apply relevant legislation to resolve client inquiries. * Collaborate with internal teams to stay current on evolving legislation and best practices. Qualifications and Skills: * ATT or CTA tax qualification. * Strong experience in general tax, gained in practice, industry, or HMRC. * An inquisitive, detail-oriented approach with a passion for staying updated on tax legislation. * Excellent verbal and written communication skills. * Ability to work independently and as part of a remote team. This role offers flexibility and autonomy, making it ideal for experienced tax professionals looking to work in a client-focused, supportive environment. P45993CH8R14INDFIR

Company Overview:Our client is a leading provider of tax advisory services, delivering top-tier professional advice to help businesses improve their performance. With a strong focus on supporting SMEs, they offer a comprehensive suite of services, including tax, VAT, payroll, employment, HR, health & safety, and commercial legal advice. As a trusted partner, they aim to eliminate uncertainty and reduce errors, ensuring businesses thrive. The Opportunity:We are looking for a dedicated and qualified tax specialist to join a dynamic team in a client-facing role. In this position, you'll provide expert advice on tax matters via phone and email, conducting necessary research and offering well-informed insights. With no timesheets to manage and full flexibility to work remotely, this is a unique opportunity for tax professionals seeking a client-centered role without the administrative burdens. Key Responsibilities: * Deliver expert guidance to clients on a range of tax issues through phone and email. * Gather essential information, perform research, and provide accurate, detailed advice. * Reference and apply relevant legislation to resolve client inquiries. * Collaborate with internal teams to stay current on evolving legislation and best practices. Qualifications and Skills: * ATT or CTA tax qualification. * Strong experience in general tax, gained in practice, industry, or HMRC. * An inquisitive, detail-oriented approach with a passion for staying updated on tax legislation. * Excellent verbal and written communication skills. * Ability to work independently and as part of a remote team. This role offers flexibility and autonomy, making it ideal for experienced tax professionals looking to work in a client-focused, supportive environment. P45993CH9R15INDFIR

Our client is a leading provider of tax advisory services, delivering top-tier professional advice to help businesses improve their performance. With a strong focus on supporting SMEs, they offer a comprehensive suite of services, including tax, VAT, payroll, employment, HR, health & safety, and commercial legal advice. As a trusted partner, they aim to eliminate uncertainty and reduce errors, ensuring businesses thrive. The Opportunity:We are looking for a dedicated and qualified tax specialist to join a dynamic team in a client-facing role. In this position, you'll provide expert advice on tax matters via phone and email, conducting necessary research and offering well-informed insights. With no timesheets to manage and full flexibility to work remotely, this is a unique opportunity for tax professionals seeking a client-centered role without the administrative burdens. Key Responsibilities: * Deliver expert guidance to clients on a range of tax issues through phone and email. * Gather essential information, perform research, and provide accurate, detailed advice. * Reference and apply relevant legislation to resolve client inquiries. * Collaborate with internal teams to stay current on evolving legislation and best practices. Qualifications and Skills: * ATT or CTA tax qualification. * Strong experience in general tax, gained in practice, industry, or HMRC. * An inquisitive, detail-oriented approach with a passion for staying updated on tax legislation. * Excellent verbal and written communication skills. * Ability to work independently and as part of a remote team. This role offers flexibility and autonomy, making it ideal for experienced tax professionals looking to work in a client-focused, supportive environment. P45993CH10R16INDFIR

Our client is a leading provider of tax advisory services, delivering top-tier professional advice to help businesses improve their performance. With a strong focus on supporting SMEs, they offer a comprehensive suite of services, including tax, VAT, payroll, employment, HR, health & safety, and commercial legal advice. As a trusted partner, they aim to eliminate uncertainty and reduce errors, ensuring businesses thrive. The Opportunity:We are looking for a dedicated and qualified tax specialist to join a dynamic team in a client-facing role. In this position, you'll provide expert advice on tax matters via phone and email, conducting necessary research and offering well-informed insights. With no timesheets to manage and full flexibility to work remotely, this is a unique opportunity for tax professionals seeking a client-centered role without the administrative burdens. Key Responsibilities: * Deliver expert guidance to clients on a range of tax issues through phone and email. * Gather essential information, perform research, and provide accurate, detailed advice. * Reference and apply relevant legislation to resolve client inquiries. * Collaborate with internal teams to stay current on evolving legislation and best practices. Qualifications and Skills: * ATT or CTA tax qualification. * Strong experience in general tax, gained in practice, industry, or HMRC. * An inquisitive, detail-oriented approach with a passion for staying updated on tax legislation. * Excellent verbal and written communication skills. * Ability to work independently and as part of a remote team. This role offers flexibility and autonomy, making it ideal for experienced tax professionals looking to work in a client-focused, supportive environment. P45993CH11R17INDFIR

Multiple field-based vacancies: North of England, South of England, ScotlandOur award-winning Business Consultancy client is looking to recruit experienced qualified Legal Advocates with the ideal candidate having volume case management in Employment Law.We have multiple positions that will be field-based across either the North of England, South of England or Scotland with a requirement to travel to Court hearings and represent clients in employment tribunals and providing feedback on outcome and next steps across a variety of industries.This is a fantastic opportunity to develop, advocacy skills and we will look at candidates with varying amounts of experience. Prior advocacy experience is a must.As a Senior Litigation Consultant, you will be supported in the role in terms of diary and case management in order for you to focus on providing advocacy services to the business clients. Working remotely, this is an exciting opportunity for experienced court advocates, qualified either professionally or by experience.Your main responsibilities will be: * Representing clients in employment Tribunal cases * Providing advocacy to a broad range of clients * Complex case management * Providing advocacy in all areas of Employment LawTo be a successful Senior Litigation Consultant, you would ideally be a qualified Solicitor or Barrister with the following experience: * Volume case management * Advocacy experience, ideally from an Employment Law/Tribunal background * Provided legal advice and representation We would also consider recently qualified professionals who have completed the BPC.In return, you will gain valuable experience to progress your career supported with a varied case load against a clearly defined pathway.You will receive a generous benefits package including a comprehensive EAP and the following perks: * Profit Share Scheme * 25 Holidays + Bank Holidays (Increases with service) * Day off on your Birthday * PerkBox Discounts * Christmas Bonus after 3 years * Social Events Throughout Year * Contributory Pension Scheme * Private Health Insurance after 5 years P9672236GO2R6 INDLEG

We are currently recruiting for market leader company in professional wellbeing service services, this is a opportunity for sales executives to build their career in their Manchester Office!They are a dynamic and growing company, committed to delivering exceptional business solutions. Our team thrives on innovation, collaboration, and a drive for success. We are currently seeking an enthusiastic Graduate Sales Consultant to join our vibrant Manchester office.Key Responsibilities:* Engage with potential clients via telephone to understand their business needs and offer tailored solutions. * Build new and maintain the current strong relationships with clients, ensuring a high level of customer satisfaction. * Meet and exceed sales targets, contributing to the overall growth of the company. * Provide detailed product information and handle objections effectively. * Maintain accurate and up-to-date records of all sales activities in the CRM system. What we look for:* Strong communication and interpersonal skills. * Proven ability to meet and excel in sales targets. * Self-motivated with a proactive and determine attitude. * Excellent organizational skills and attention to detail. * Ability to work effectively in a fast-paced environment.What We Offer:* Competitive base salary of £25,000 with an OTE of £35,000. A guaranteed bonus from day one ! * Comprehensive training and ongoing support. * Opportunity for career progression within a growing company. * A vibrant and supportive team environment.* If you are passionate about sales and passionate about the next steps your career, apply now by sending your CV to catarina.gaspar@theportfoliogroup.co.uk INDMANJ

My client is looking for a HR, Pensions and Benefits specialist on a 6- 12 months contract.Hybrid basis working in their busy office in London 2-3 days per week. Working within a small team to support the trustees of the companies UK and Ireland pension arrangements. These include the UK Retirement Plan, a combined DB and DC Pension Plan with around £4bn in assets as well as other company legacy defined benefit plans in the UK, our DC Plan in Ireland and a legacy Channel Islands arrangement. The role includes * Ensuring the plans are effectively governed to a high standard and managed in accordance with UK Pensions legislation and the Trustee business plan. * Facilitate and manage pension projects (recurring and one-off). For example this could include investment de-risking and pension insurance, GMP equalisation, DC design and investment projects. * Working collaboratively with external advisors (e.g. actuaries, investment advisers, legal advisers and pension plan administrators). * Support all aspects of the scheme lifecycle including statutory disclosures, determining annual plan salary, validating contributions * Management of employee and members queries escalated via the pension administrator, including IDRP cases. * Manage the production of communications to members and employees on behalf of the Trustee, including newsletters and annual benefit statements 49098ECINDHRR

THE OPPORTUNITYThis is a once in a career opportunity for an exceptional counselling professional to join a truly Service Led business, the industry leading EAP and OH provider & Sunday Times 'Best Places to Work' organisation, Health Assured. With an unrivalled track record of incredibly strong year on year growth of its subscription model business, Health Assured supports over 80,000 organisations and 13 million lives across the UK & Ireland. Part of the global Peninsula Group, with 14 operating companies and a group turnover of circa £400m, there is substantial financial backing for further expansion, including acquisition and international development. This represents an unparalleled career advancement opportunity for the exceptional individual. Health Assured has been recognised as The North West's Top 100 Best Companies to work for and Top 10 Best Companies to Work for In the Health & Social Care. The roleEach Junior Account Manager is responsible for their own portfolio, developing and nurturing their accounts to ensure client understanding, support with promotion and develop effective client communications and identify further revenue opportunities. Duties involve day to day management of your portfolio engaging with clients and intermediaries, collating and managing renewal terms, including negotiation of renewal, liaising with intermediary, affinity and direct client, providing excellent service levels, conducting telephonic review meetings, maintaining accurate client CRM records and negotiating renewal pricing. This is an office-based role, managing clients via telephone, virtual and email however you could be required to visit clients externally on occasion. This role has excellent career prospects and a clear progression pathway up to Account Director level. You will need to be happy working in a fast paced environment, have a professional attitude and have the ability to have difficult conversations! day to day responsibilities 1 Managing a portfolio of EAP clients, intermediaries, and Occupational Health clients with a one-year contract value of under £3,000. 2 Proactive client relationship management to ensure that targets are achieved for contract retention levels and renewal of premiums issued. 3 Working towards a telephony KPI. 4 Delivery of new client implementations. 5 Renewal negotiations handling between 40-60 renewals per month for your own clients to achieve a retention rate of 95%. 6 Delivery of consultancy services to clients regarding product options specialist service such as onsite training and Critical Incident Stress Management (CISM). 7 Identify opportunities to up-sell and actively promote additional services with a target of achieving £10,000 new business per quarter. 8 Achieve 3 self-generated new business client wins per quarter. 9 Ensure we understand client needs and market changes, providing feedback to senior management in order to develop our proposition and remain ahead of the market. 10 Maintain the highest standard of customer service and support to the sales and bid team. 11 Maintain personal statistical renewal reports on a daily basis, highlighting at risk clients and further opportunities. 12 Providing weekly renewal, activity and outstanding task updates. What you bring to the team 1 An organised individual with excellent attention to detail, accuracy, and consistency. 2 Microsoft…

An amazing opportunity has become available for an exceptional Account Manager to join the industries leading EAP and OH provider, Health Assured. Health Assured supports over 80,000 organisations and 15 million lives across the UK & Ireland - dedicated to providing a high standard, wellbeing service and assistance programme to businesses and employees. If you have background in Account Management, Retentions or Contract Renewal, we would LOVE to hear from you! You will have a track record of achieving targets and KPI's, as well as an eagerness to succeed and a genuine passion for providing your clients with the highest level of care and customer service. As a relationship manager, you will be responsible for your own portfolio of around 100 clients. You will develop and nurture your accounts to ensure client understanding and provide support with promotion through effective communication, while identifying further revenue opportunities. Duties involve day to day management of your portfolio via virtual review meetings, presentations and attending occasional on-site client events. You will negotiate renewal terms, liaise with intermediary and direct clients, provide excellent service levels, maintaining accurate client CRM records and negotiate renewal pricing whilst working toward internal KPI measures. Day to Day Responsibilities * Managing a portfolio of circa 100 key EAP and Occupational Health clients based across the UK and Ireland, but predominantly in central UK. * Proactive client relationship management to ensure that targets are achieved for contract retention levels and renewal of premiums issued. * Project management and delivery of new client implementation, to ensure the Health Assured offering is fully imbedded into key corporate clients. * Supporting with tender and bid exercises to represent the relationship management function. * Renewal negotiations via intermediary and direct clients, always demonstrating return on investment for clients. * Delivery of consultancy services to clients regarding product options specialist service such as onsite training and Critical Incident Stress Management (CISM) * Identify opportunities to up-sell and actively promote additional services with a target of £10,000 new business per quarter. * Achieve 3 self-generated new business client wins per quarter. * Ensure we understand client needs and market changes, providing feedback to senior management in order to develop our proposition and remain ahead of the market. * Maintain the highest standard of customer service and support to the sales and bid team. * Maintain personal statistical renewal reports on a daily basis, highlighting at risk clients and further opportunities. * Providing weekly renewal and activity updates What you bring to the team? * An organised individual with excellent attention to detail, accuracy, and consistency. * A customer service focus and committed to providing exceptional service across all channels - written, phone and face-to-face. * Possess excellent interpersonal skills and be able to build rapport and trust with others to forge meaningful business relationships. * Commerciality and the ability to apply knowledge in a practical, commercial manner. * Excellent communication skills both verbal and written, varying style depending on the audience. * Energy, commitment, and drive…