Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations.
You’ll be an established Portfolio Manager taking on a small client bank. This role is suited to someone early to mid‑way through their wealth management career, who has had exposure to leading meetings with high net worth clients.
It’s an opportunity over the next 2–3 years to grow into a core Portfolio Management role within the Bristol office, working closely with an experienced Senior Portfolio Manager and the wider Financial Planning teams.
About the role
You’ll work alongside an experienced Senior Portfolio Manager, managing lower complexity client portfolios immediately, generating new business, and leading the client experience. You’ll be trusted to deliver exceptional service working to our ‘Gold Standard’, strengthening relationships with clients and advisers, and supporting the strategic growth and succession planning of our business.
If you enjoy markets, client outcomes, collaborating with advisers, and want a role where responsibility increases year‑on‑year, this is a genuine career opportunity.
Skills and Experience
We’re not looking for someone “fully formed” we’re looking for potential, capability and ambition.
You’ll likely bring:
- 3+ years’ experience in wealth management, ideally in an Assistant Portfolio Manager or Associate Portfolio Manager role.
- Experience in investment management, portfolio analysis, discretionary management or similar
- Completed a Level 6 qualification (e.g. via CFA, CISI, IMC) in a relevant field.
- A solid grounding in asset allocation, portfolio construction, and risk principles
- The confidence to engage and build trusted relationships with Financial Planners and clients across Bristol and wider South West
- Curiosity, good judgement, and a desire to learn fast
You don’t need to have led complex portfolios independently yet, we’ll support your development into that responsibility.
Accountabilities
- Managing a smaller client book, delivering strong performance outcomes and client experience
- Work closely with the Head of Office PM to develop portfolio construction and oversight skills
- Build confidence and trust with Financial Planners, including the FP Head of Office for the Bristol office.
- Participate in portfolio reviews and governance processes
- Progressively increase autonomy and responsibility in line with a development plan
This is very much a “learn by doing” role, with structured support, exposure, and increasing ownership.
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
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