Planner Work, Jobs in Marshfield, Nwp (with Salaries)

Portfolio Manager
Atomos —Bristol
- Hybrid work
Financial Planner
Magenta Financial Planning —Bridgend
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Work from home
- Sick pay
Quick apply
11d
Supply Planner
BBI Solutions —Newbridge
- Full-time
- Analysis skills
- In-person
- Free parking
- Annual leave
Quick apply
Planner
JN Bentley —Newport
- Full-time
- Civil engineering
- Engineering
- Travel
Quick apply
Senior Planner
LRG —Cardiff
- Full-time
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
Principal Planner
LRG —Cardiff
- Full-time
- Hybrid work
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
Senior Planner
M Group —Caldicot
- Hybrid work
- Travel
- Contracts
- IT
- Annual leave
- Employee assistance programme
Spares Planner - Hybrid Working Available
KLA —Newport
- Overtime
- Hybrid work
- Microsoft Excel
- Engineering
- ERP systems
- Annual leave
Transport Planner -4/4off NIGHTS
Owens Group —Newport
- £30,000 a year
- Full-time
- Organisational skills
- Computer skills
- Communication skills
Quick apply
4h
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
4d
Planner
Framatome —Bristol
- Full-time
- Master's degree
- No travel
- Annual leave
- Employee assistance programme
Quick apply
1d
Commercial Intelligence Lead
Welsh Water —Newport
- £47,492 - £54,618 a year
- Hybrid work
- Communication skills
- Free parking
- Annual leave
14d
Event Planner - The Parkgate Hotel
The Celtic Collection —Cardiff
- £14.13 an hour
- Full-time
- Hotel
- Negotiation
- Employee discount
Senior Planner
Willmott Dixon —Cardiff
- Full-time
- Contracts
- Construction experience
Quick apply
Senior Planner
Willmott Dixon Group —Cardiff
- Full-time
- Contracts
- Construction experience
Planner
KBR —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Continuous improvement
9d
Service Supply Chain Planner
KLA —Newport
- Overtime
- Microsoft Excel
- English
- Analysis skills
- Annual leave
Senior Consultant: Project Controls / Planning
i3Works —Bristol
- £45,000 - £65,000 a year
- Hybrid work
- Business development
- Project management
- Agile
- Annual leave
- Life insurance
Content & Social Media Executive
Home Leisure Direct Ltd —Thornbury
- £30,000 - £32,000 a year
- Full-time
- Hybrid work
- Social media management
- Organisational skills
- Work from home
- Sick pay
Quick apply
7d
Branch Operations Manager
CCF —Cardiff
- Full-time
- Customer service
- Employee discount
9d

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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

planner jobs in marshfield, nwp

Portfolio Manager

Financial Planner

Supply Planner

Planner

Senior Planner

Principal Planner

Senior Planner

Spares Planner - Hybrid Working Available

Transport Planner -4/4off NIGHTS

Trainee Paraplanner

Planner

Commercial Intelligence Lead

Event Planner - The Parkgate Hotel

Senior Planner

Senior Planner

Planner

Service Supply Chain Planner

Senior Consultant: Project Controls / Planning

Content & Social Media Executive

Branch Operations Manager

I want to receive the latest job alerts for planner in marshfield, nwp

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