Job Description
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’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.
About the role
You’ll work alongside an experienced Senior Portfolio Manager, managing lower complexity client portfolios immediately, generating new business, and leading the client experience. You’ll be trusted to deliver exceptional service working to our 'Gold Standard', strengthening relationships with clients and adv...