Asset protection associate Work, Jobs in Blagdon, Som (with Salaries)

Portfolio Manager
Atomos —Bristol
- Hybrid work
Associate Director / Director - MBA - Bristol / Cardiff
Lambert Smith Hampton Ltd —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Transfer Agency, Associate 2
State Street —Cardiff
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Database Administrator
OFGEM —Cardiff
- £52,397 - £62,699 a year
- Full-time
- Hybrid work
- Azure
- DevOps
- Maintenance
- Annual leave
- Flexible schedule
5h
Associate Director - Technology, Vision, Strategy & Architecture (Financial Services – Banking & Capital Markets)
Deloitte —Bristol
- Hybrid work
- Business development
- Machine learning
- Accounting
Associate Director, Financial Services, Organisation and Workforce Transformation, Future Organisation – Human Capital
Deloitte —Bristol
- Hybrid work
- Business development
- Agile
- Leadership
Principal or Associate Geotechnical Engineer
Mott MacDonald —Bristol
- Part-time
- Hybrid work
- Civil engineering
- Doctoral degree
- Engineering
- Employee discount
7d
Master Data Management Architect
Methods Business and Digital Technology —Bristol
- £75,000 - £80,000 a year
- Full-time
- Hybrid work
- Azure
- SQL
- Travel
- Employee assistance programme
Quick apply
Associate Director, Real Estate Transactions Tax, Financial Investors
Deloitte —Bristol
- Hybrid work
- Communication skills
- Tax experience

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Associate Director / Director - MBA - Bristol / Cardiff
Lambert Smith Hampton Ltd —Bristol
Collating and analysing comparable evidence and sales data. Assisting with the sales of businesses, assets and plant and machinery.

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Portfolio Manager

Atomos -
Bristol

Apply Now

Job details

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning

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

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asset protection associate jobs in blagdon, som

Portfolio Manager

Associate Director / Director - MBA - Bristol / Cardiff

Transfer Agency, Associate 2

Senior Database Administrator

Associate Director - Technology, Vision, Strategy & Architecture (Financial Services – Banking & Capital Markets)

Associate Director, Financial Services, Organisation and Workforce Transformation, Future Organisation – Human Capital

Principal or Associate Geotechnical Engineer

Master Data Management Architect

Associate Director, Real Estate Transactions Tax, Financial Investors

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