OUR CLIENT is an established and recognised real estate owner / investor who are expanding and are now looking for a Head of Asset Management to run the Team and a portfolio of Commercial and Residential properties.
THE ROLE will include the following duties
Heading up Property Management and Asset Management teams.
Responsible for overall strategy and full day to day control of Property Management and Asset Management functions.
Supporting the Head of Asset Management, this role assists in valuations, disposals, and portfolio analysis.
Key objectives include aiding decision-making on collateral values, supporting asset disposal, and contributing to projects like portfolio revaluation and monthly reporting.
General
This role offers significant growth potential, as the individual will progressively play a pivotal role in decision-making, advising the business on asset suitability, risk appetite, and asset re-marketing/disposal strategies.
You will be responsible for the client's portfolio ensuring For Profit Registered Provider (FPRP) compliance.
Reporting to the Board on performance, regulatory compliance and policy changes to ensure the inhouse management services delivers excellent services to the client's customers and maximising income and providing value for money services.
Exciting opportunity to join an award-winning company.
Head of Financial Planning - Up to £150k basic salary with hybrid working equity stake
My client is an independent wealth planning firm, who I have worked closely with for a number of years, personally meeting them in their beautiful offices near Sevenoaks and placing 3 Financial Advisers with them, in the last 18 months.
They offer whole of market advice on Pensions, Investments, Tax Planning, Trusts, Wills, IHT planning, POA, Mortgages and Protection.
The business are currently expanding the finance function and are currently looking to recruit for a Head of Finance to manage the transactional functions across Accounts Payable, Accounts Receivable and Management Accounts.
Portfolio Credit Control are currently partnered with a well-established business who sit within the Education sector !
This opportunity offers long-term career development as well as career stability.
The Role: The Head of Financial Planning is a pivotal and newly created role, reporting to the business Founders (MD and Head of Growth) of First Wealth, an award winning and ambitious Chartered Financial Planning firm based in Marylebone, London W1.
The successful Head of Financial Planning will be responsible for evaluating and directing the firm's financial planning service to improve the productivity and profitability of the financial planning team.
You will lead and develop the team of Financial Planners, ensuring they are consistently delivering exceptional client outcomes as measured by breadth and quality of advice and adherence to regulatory responsibilities.