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

• Manage and review client portfolios, ensuring investment strategies are aligned with client objectives, risk profiles, and regulatory standards.
• Deliver tailored investment advice and maintain strong, long-term client relationships.
• Develop and maintain relationships with professional introducers to generate new business opportunities.
• Act in accordance with FCA regulations and the firm's compliance framework.

About You

If you're passionate about markets, client relationships, and delivering excellent outcomes, this role offers a clear and rewarding path.

Eligibility

CISI Diploma in Investment Advice, CISI Level 6 Diploma in Wealth Management, or equivalent professional qualification, with a minimum of three years' experience in portfolio management, investment management, or wealth management.

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 allows for development and growth.