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.
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.
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.
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.
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.
