London (Hybrid, 3 days a week in office) |
Salary Negotiable + excellent benefits and career progression |
A leading global professional services firm is hiring a Portfolio Advisor to join its London-based team. You’ll play a key role in improving how client projects are delivered—streamlining operations, enhancing service quality, and driving long-term efficiency across global matters.
This is a high-impact role working closely with partners, clients, and internal business teams to identify what can work better—and lead practical, strategic improvements.
Key Responsibilities of the Portfolio Advisor
- Work closely with legal teams to support the smooth running of client matters (projects), from start to finish
- Help ensure best practice is followed by using checklists, templates, and tools
- Coordinate meetings, track actions, and keep key stakeholders informed
- Use data to spot trends, highlight risks, and support decision-making
- Encourage the use of technology and innovation to improve how we work
- Maintain dashboards, processes, and knowledge resources to support continuous improvement
- Lead or support projects that improve how we manage work across the firm
Skills & Attributes of the Portfolio Advisor
- Strong communication skills – written and verbal
- Excellent organisation and attention to detail
- Confidence working with data and using tools like Excel and SharePoint
- A proactive mindset – you enjoy solving problems and making things better
- The ability to influence and engage busy professionals
- Experience managing projects or supporting operational processes
- An interest in technology and how it can improve the way teams work
Applications can only be considered from those eligible to live & work in the UK without restriction.
Harcourt Matthews is acting as an Employment Agency in relation to this vacancy.
Harcourt Matthews is committed to diversity and inclusion. We value and encourage applications from all ethnicities and welcome everyone regardless of social background, disability, gender identity, and orientation. Diversity benefits us all and challenges our assumptions.
Ref: BHJOB3543_6021