Junior to Mid Portfolio Manager

Job description

Career This role is designed for someone early to mid‑way through their investment career who is ready to step up. Over the next 2- 3 years, you’ll grow into a core portfolio management role within the Bristol office, working closely with an experienced senior portfolio manager and broader 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 Experi...