Book manager Work, Jobs in Clevedon, Som (with Salaries)

Portfolio Manager
Atomos —Bristol
- Hybrid work
Office Manager
Concept Fabrications Cymru —Cardiff
- £32,000 - £38,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Organisational skills
- Free parking
Quick apply
7d
Data Centre Supervisor
CBRE —Bath
- Full-time
Office Manager
TCi (GB) Ltd —Bridgwater
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
Design Manager
Gallifordtry —Bristol
- Full-time
- Employee discount
Receptionist - Dermatology Treatment Room
Royal United Hospitals Bath NHS Foundation Trust —Bath
- £25,272 a year
- Part-time
- Administrative experience
- Communication skills
- School
1d
Graduate Geoenvironmental Consultant
T&P Regeneration Ltd —Bristol
- £25,000 - £27,500 a year
- Full-time
- AutoCAD
- In-person
- Mechanical knowledge
- Free parking
- Work from home
Quick apply
2d
Registered Manager
SGS Care Ltd —Axbridge
- £46,000 - £53,400 a year
- Weekend availability
- Management
- Travel
- Leadership
- Annual leave
Quick apply
9d
Principal
Oasis Community Learning —Bristol
- Full-time
- IT
- School
- Teaching
NMSK Assistant Coordinator
North Bristol NHS Trust —Bristol
- £25,760 - £27,476 a year
- Part-time
5d
Sea Ceptor Obsolescence Manager
MBDA —Bristol
- £60,000 - £65,000 a year
- Hybrid work
- Presentation skills
- Free parking
Traceability Officer (Part time position)
Blisters Ltd —Radstock
- From £18,500 a year
- Part-time
- Administrative experience
- Assembly
- Bachelor's degree
- Annual leave
Quick apply
13d
Transport Manager
Toolstation —Bridgwater
- Full-time
- Contracts
- Communication skills
13d
Creative and Content Designer
SLX Limited —Bristol
- £32,000 - £37,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Social media management
- Employee assistance programme
- Employee discount
Quick apply
10d
Welding Superintendent (HPC)
Mactech Energy Group —Bridgwater
- £320 - £450 a day
- Welding
9d
Assistant Manager
Bill's - Cardiff Bay —Cardiff
- £39,300 a year
- Full-time
- Employee discount
Quick apply
Urology Patient Pathway Coordinator
North Bristol NHS Trust —Bristol
- £28,392 - £31,157 a year
- Full-time
- Leadership
- Communication skills
- Annual leave
13d
Supply Chain Improvement Leader
Oxford Instruments plc —Bristol
- Data analysis skills
- Project management
- Continuous improvement
- Annual leave
ASD Coordinator
Sirona care & health CIC —Whitchurch
- £25,760 - £27,476 a year
- Part-time
- School
- Annual leave
- Employee discount
10d
Rota Coordinator & Management Assistant
University Hospitals Bristol and Weston NHS Foundation Trust —Bristol
- £28,392 - £31,157 a year
- Full-time
- Communication skills
- Annual leave
1d

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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

Refine Your Search

book manager jobs in clevedon, som

Portfolio Manager

Office Manager

Data Centre Supervisor

Office Manager

Design Manager

Receptionist - Dermatology Treatment Room

Graduate Geoenvironmental Consultant

Registered Manager

Principal

NMSK Assistant Coordinator

Sea Ceptor Obsolescence Manager

Traceability Officer (Part time position)

Transport Manager

Creative and Content Designer

Welding Superintendent (HPC)

Assistant Manager

Urology Patient Pathway Coordinator

Supply Chain Improvement Leader

ASD Coordinator

Rota Coordinator & Management Assistant

I want to receive the latest job alerts for book manager in clevedon, som

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