Junior to Mid Portfolio Manager

About the Opportunity

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.

Responsibilities

• Managing a smaller client book, delivering strong investment 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 across the Bristol office
• Support investment input for smaller client segments during growth or mobilisation phases
• Contribute to the development of regional DFM capability, particularly linked to acquisitions
• Participate in investment research, portfolio reviews, and governance processes
• Progressively increase autonomy and responsibility in line with a development plan

About You

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.

Eligibility

We’re not looking for someone “fully formed” — we’re looking for potential, capability, and ambition.

• 3+ years’ experience in wealth management or investment management, ideally in an Assistant Portfolio Manager or Associate Portfolio Manager role
• Experience in investment management, portfolio analysis, discretionary management, or similar
• Progressing towards (or completion of) relevant qualifications (e.g. CFA, CISI, IMC) at least Level 6
• 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
• Curiosity, good judgment, and a desire to learn fast

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere policy

About Company

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.