Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations.
You’re an early-career Portfolio Manager. You’ve already built a solid foundation in investment management, supporting high net worth clients and working closely with Portfolio Managers. Now, you’re looking for a role that will challenge you, develop your potential and ambition, and prepare you to take on low complex portfolio management responsibilities.
You’re confident, analytical, and client-focused. You enjoy solving complex problems, deepening client relationships, and contributing to a high-performing team that values integrity, collaboration, and excellence.
About the role
Reporting to the Head of the London Office, this is a growth-focused opportunity designed for a Senior Assistant Portfolio Manager or Associate Portfolio Manager ready to transition into a Junior Portfolio Manager role.
You’ll work alongside an experienced Portfolio Manager, taking on more responsibility in managing client portfolios, contributing to investment decisions, and supporting client experiences. You’ll be trusted to deliver exceptional service, strengthen relationships with clients and Financial Planners, and support the strategic growth and succession of our business.
This role is ideal for someone who wants to take ownership and grow into a future Portfolio Manager.
Accountabilities
* You’ll work alongside an experienced senior portfolio manager
* Managing lower complexity client portfolios, generating revenue, and leading the client experience.
* You’ll be trusted to deliver exceptional service, strengthen relationships with clients and Financial Planners based or allocated to the London office
* Ensure all portfolios are updated and set up correctly.
Skills and Experience
* 3+ years’ experience in wealth management or investment management, ideally in an Assistant Portfolio Manager or Associate Portfolio Manager role.
* Strong understanding of portfolio management principles and client servicing.
* Completed the Investment Management Certificate (IMC).
* Completed a Level 6 qualification (e.g. via CFA, CISI, IMC) in a relevant field.
* Excellent communication and relationship-building skills.
* High attention to detail and a proactive approach to problem-solving.
* Comfortable working under pressure and managing competing priorities.
* Able to learn and follow processes and work efficiently.
Benefits
* 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.
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