Learning and development associate Work, Jobs in Hengrove, Bst (with Salaries)

Portfolio Manager
Atomos —Bristol
- Hybrid work
Senior Pensions Associate, DC
Gallagher Benefit Services —Bristol
- Full-time
- Analysis skills
- Team management
- Mentoring
Urban Outfitters Sales Associate - Bristol, UK
Urban Outfitters —Bristol
- Part-time
- Customer service
- Merchandising
- Training & development
- Annual leave
- Employee assistance programme
2d
Manager/ Associate Director, Financial Advisory
Teneo —Bristol
- Microsoft Powerpoint
- Business development
- Quality control
Senior Associate - Construction
Michelmores LLP —Bristol
- Call to connect
- Organisational skills
- Communication skills
Senior Client Service Associate
Gallagher Benefit Services —Street
5d
Principal / Associate Flood Forecasting Modeller
AECOM —Bristol
- Full-time
- Hybrid work
- Engineering
- Analysis skills
- Bachelor's degree
Facilities and Compliance Officer
Forestry Commission —Tetbury
- £33,854 a year
- Full-time
- Presentation skills
- Computer skills
Band 6 Bank Registered Practitioner - Trustwide
Avon and Wiltshire Mental Health Partnership NHS Trust —Bath
- £39,959 - £48,117 a year
- Part-time
- Case management
- Mentoring
- Training & development
1h
Nurse Associate
HCRG Care Group —Chippenham
- £26,712.00 - £29,494.50 a year
- Full-time
- Patient care
- Communication skills
- Employee discount
Quick apply
3d
Senior Client Manager
Gallagher Benefit Services —Street
- Full-time
- Supervising experience
- Bachelor's degree
- Training & development
European Technical Associate Director – Global VAT Compliance and Reporting
RSM UK —Bristol
- Full-time
- Hybrid work
- Business development
- Analysis skills
6d
Associate Director - Cost Control
Turner & Townsend —Bristol
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Mentoring
Quick apply
Senior Critical Environment Technician (Shift Lead)
Microsoft —Newport
- £41,400 - £57,900 a year
- Full-time
- Travel
- HVAC
Associate Director - Consents Management
Turner & Townsend —Bristol
- Full-time
- Hybrid work
- Management
- Master's degree
- Business development
Quick apply
Client Change Team Leader, Pension Administration
Gallagher Benefit Services —Bristol
- Full-time
- Remote
- Data analysis skills
- Analysis skills
- Training & development
13d
Associate/Senior Associate - Corporate
DAC Beachcroft —Bristol
- Hybrid work
- Writing skills
- Analysis skills
Quick apply
Client Manager
Gallagher Benefit Services —Street
- Full-time
- Bachelor's degree
- Leadership
- Communication skills
- Flexible schedule
Associate Structural Engineer - Healthcare
Ramboll —Bristol
- Full-time
- Hybrid work
- Engineering
- Annual leave
Quick apply
Power Apps Developer (Power BI specialism)
Methods Business and Digital Technology —Bristol
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Travel
- SharePoint
- Analytics
- Annual leave
- Employee assistance programme
Quick apply

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Portfolio Manager

Atomos -
Bristol

Apply Now

Job details

Benefits

Company pension
Private medical insurance

Qualifications

Investment
Financial planning
Succession planning
Client engagement
Relationship management

Full job description

Career

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.

From day one, you’ll take responsibility for a small client portfolio, allowing you to build confidence, credibility, and deep client relationships while learning our investment approach. Longer term, this role plays a key part in strengthening our discretionary fund management capability across Bristol, the South West and Wales.

About the role

You’ll work alongside an experienced senior portfolio manager, managing lower complexity client portfolios immediately, generating revenue, and leading the client experience. You’ll be trusted to deliver exceptional service, strengthen relationships with clients and advisers, and support 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 or investment 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)

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 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 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

This is very much a “learn by doing” role, with structured support, exposure, and increasing ownership.

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

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

Apply Now

Refine Your Search

learning and development associate jobs in hengrove, bst

Portfolio Manager

Senior Pensions Associate, DC

Urban Outfitters Sales Associate - Bristol, UK

Manager/ Associate Director, Financial Advisory

Senior Associate - Construction

Senior Client Service Associate

Principal / Associate Flood Forecasting Modeller

Facilities and Compliance Officer

Band 6 Bank Registered Practitioner - Trustwide

Nurse Associate

Senior Client Manager

European Technical Associate Director – Global VAT Compliance and Reporting

Associate Director - Cost Control

Senior Critical Environment Technician (Shift Lead)

Associate Director - Consents Management

Client Change Team Leader, Pension Administration

Associate/Senior Associate - Corporate

Client Manager

Associate Structural Engineer - Healthcare

Power Apps Developer (Power BI specialism)

I want to receive the latest job alerts for learning and development associate in hengrove, bst

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