Portfolio manager Work, Jobs in Huntspill, Som (with Salaries)

Portfolio Manager
Atomos —Bristol
- Hybrid work
Supplier Manager
Welsh Water —Newport
- £74,700 a year
- Hybrid work
- Continuous improvement
- Contracts
- Negotiation
7d
Audit Manager
NHS Wales Shared Services Partnership —Cardiff
- £50,129 - £57,365 a year
- Full-time
- English
Fleet Business Development Manager
Vertu Motors —Newport
- £40,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply
Senior Lettings Manager
Fox & Sons —Yeovil
- Up to £50,000 a year
- Full-time
- Administrative experience
- Supervising experience
- Organisational skills
Quick apply
7d
Senior Commercial Manager
Babcock International —Bristol
- Full-time
- Hybrid work
- Contracts
- Leadership
- Negotiation
- Annual leave
Regional Sales Manager
Cross Rental Services Group —Bristol
Quick apply
Change and Adoption Lead
Walsall Housing Group —Street
- £51,597 - £54,730 a year
- Full-time
- Analysis skills
- Organisational skills
- IT
- Annual leave
10d
Operations Manager
Impact Food Group —North Somerset
- Full-time
- Management
- Travel
- Organisational skills
- Annual leave
Quick apply
7d
Regional Operations Manager Specialist Division
South West England —Taunton
- From £70,000 a year
- Full-time
Quick apply
Performance Excellence Manager
ADM —Lopen
- Organisational skills
- IT
- Communication skills
Regeneration Manager
Bristol City Council —Bristol
- £55,529 - £57,884 a year
- Full-time
- Hybrid work
- Project management
- Team management
- Leadership
- Annual leave
- Flexitime
4d
SHE Manager
Kelston Sparkes Group —Bristol
- Full-time
- Hybrid work
- Civil engineering
- Travel
- Communication skills
- Free parking
Quick apply
Environment Manager
Green Gen Cymru —Cardiff
- £65,000 a year
- Hybrid work
- Project management
- Negotiation
- Annual leave
- Employee discount
Quick apply
14d
Finance Manager
Longpré Ltd —Bruton
- From £50,000 a year
- Full-time
- Financial services
- In-person
- Leadership
- Free parking
Quick apply
7d
Agriculture Director - South Wales, South West England, Oxfordshire & Cambridgeshire
Nationwide Building Society —Cardiff
- £60,000 - £90,000 a year
- Full-time
- Customer service
- Analysis skills
- Project management
Relationship Manager
Hodge Bank —Cardiff
- From £56,925 a year
- Full-time
- Hybrid work
- Financial services
- Negotiation
- Free parking
- Health & wellbeing programme
Quick apply
2d
Commercial Intelligence Manager
Welsh Water —Newport
- £58,751 - £71,972 a year
- Master's degree
- Business
- Communication skills
- Free parking
- Annual leave
11d
Operations Manager
ADM —Lopen
- Leadership
- Communication skills
Project Team Manager - 34334
Environment Agency —Bridgwater
- £54,940 a year
- Part-time
- Hybrid work
- Management
- Engineering
- Project management
- Employee assistance programme
- Flexible schedule
8d

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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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