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.
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.
We’re not looking for someone “fully formed” — we’re looking for potential, capability and ambition.
You don’t need to have led complex portfolios independently yet — we’ll support your development into that responsibility.
This is very much a “learn by doing” role, with structured support, exposure, and increasing ownership.
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.
