Wealth manager Work, Jobs in Stoke Bishop, Bst (with Salaries)

Portfolio Manager
Atomos —Bristol
- Hybrid work
Digital Transformation Consultants
i3Works —Bristol
- £45,000 - £70,000 a year
- Full-time
- Hybrid work
- Business development
- Continuous improvement
- Agile
- Annual leave
- Life insurance
PR Manager
Hugh James —Cardiff
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
- Banking
Business Development Manager
Lloyds Banking Group —Bristol
- Full-time
- Business development
- Financial services
8d
Associate Wealth Paraplanner
Royal Bank of Canada —Cardiff
- Full-time
- Communication skills
Audit Manager
BPU Chartered Accountants —Cardiff
- Leadership
4d
Senior - Principal Consultant: Project Delivery Management - Intelligence
i3Works —Bristol
- Hybrid work
- Annual leave
- Life insurance
Senior - Principal Consultant: Project Delivery Management
i3Works Ltd —Bristol
- £45,000 - £70,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Agile
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
2d
Deputy Team Manager - Adoption Support - Adoption West
North Somerset Council —Bristol
- £46,142 - £48,226 a year
- Full-time
7d
Deputy Team Manager - Adoption West
Bath and North East Somerset Council —Bristol
- £46,142 - £48,226 a year
4d
Audit Stream Learning and Development - US Curriculum Lead
BDO —Bristol
- Full-time
- Management
- Travel
- Communication skills
Senior - Principal Consultant: Project Delivery Management
i3Works —Bristol
- £45,000 - £70,000 a year
- Hybrid work
- Continuous improvement
- Agile
- Financial services
- Annual leave
- Life insurance
Client Director
FNZ —Bristol
- Full-time
- Management
- Continuous improvement
- Leadership
2d
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Private Markets Investment Administrator
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Quick apply
International Market Lead, Middle East
National Westminster Bank PLC —Bristol
- From £27,090 a year
- Full-time
- Hybrid work
- Travel
- Banking
- Annual leave
8d
Proposition Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- Product management
- Financial services
2d
Commercial Legal Counsel
BDO —Bristol
- Full-time
- Contracts
- Communication skills
- Negotiation

I want to receive the latest job alerts for wealth manager in stoke bishop, bst

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

wealth manager jobs in stoke bishop, bst

Portfolio Manager

Digital Transformation Consultants

PR Manager

Trainee Financial Adviser

RBC Brewin Dolphin - Wealth Manager - West of England

Business Development Manager

Associate Wealth Paraplanner

Audit Manager

Senior - Principal Consultant: Project Delivery Management - Intelligence

Senior - Principal Consultant: Project Delivery Management

Deputy Team Manager - Adoption Support - Adoption West

Deputy Team Manager - Adoption West

Audit Stream Learning and Development - US Curriculum Lead

Senior - Principal Consultant: Project Delivery Management

Client Director

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Private Markets Investment Administrator

International Market Lead, Middle East

Proposition Manager

Commercial Legal Counsel

I want to receive the latest job alerts for wealth manager in stoke bishop, bst

Related Searches

Explore jobs in more locations

Career

About the role

Skills and Experience

Accountabilities

Benefits

Jobseeker tools

Employer Tools

Browse

Stay Connected