Portfolio Manager - TCSP | MKF497

  • Job Reference: 00001871-1
  • Date Posted: 14 February 2025
  • Recruiter: McKenzie Fox
  • Location: Isle of Man
  • Salary: On Application
  • Sector: Administration
  • Job Type: Permanent

Job Description

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.