Portfolio Manager

Search; Birmingham; On-site; GBP 38,000 - 45,000; Full time

Job summary

A leading company in investment management is seeking a Portfolio Manager in Birmingham. This role involves providing portfolio management services, supporting investment managers, and ensuring regulatory compliance. The ideal candidate will have strong communication skills and a minimum of CISI Level 6 qualification, contributing towards innovative investment strategies.

Benefits

Yearly Bonus

Hybrid working

Excellent Pension Scheme

Private Health

Progression opportunities

Qualifications

• Minimum CISI Level 6 (or equivalent) required.
• Experience in portfolio management for private clients.
• Familiarity with FCA regulations and financial planning.

Responsibilities

• Manage discretionary and advisory portfolios for diverse clients.
• Conduct regular portfolio reviews for suitability and performance.
• Collaborate with internal teams to deliver exceptional client service.

Skills

Market awareness

Communication

Attention to detail

Ability to manage priorities

Education

CISI Level 6

Job description

Search Birmingham, England, United Kingdom

Search Birmingham, England, United Kingdom

1 day ago Be among the first 25 applicants

This range is provided by Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Location - Birmingham

Salary – Up to £45,000 DOE with fantastic benefits such as Yearly Bonus, Hybrid working, Excellent Pension Scheme, Private Health, Progression opportunities

Are you an experienced investment professional ready to take the next step in your career? We’re looking for a Portfolio Manager to join our Birmingham office, supporting a diverse client base and contributing to the development of innovative investment strategies.

Job Purpose:

• To provide portfolio management services to investment managers (IMs) and clients, in line with the Company’s business objectives.

What You’ll Do

• Manage and support discretionary and advisory portfolios for individuals, families, trusts, corporates, and charities.
• Construct and maintain investment models aligned with client needs and central research insights.
• Conduct regular portfolio reviews to ensure suitability and performance.
• Assist IMs in ensuring all client communications are actioned promptly and efficiently.
• Execute trades and create tailored investment proposals for new clients.
• Collaborate with investment managers and internal teams to deliver exceptional client service.
• Provide market insights and contribute to investment strategy development.
• Ensure compliance with regulatory standards and internal policies.

What We’re Looking For

• Qualifications: Minimum CISI Level 6 (or equivalent) and RDR compliant.
• Experience: in portfolio management for private clients including investment research, balanced portfolio management, asset allocation and alternative investment strategies.
• Skills: Strong market awareness, excellent communication, attention to detail, and the ability to manage multiple priorities under pressure.
• Knowledge: Familiarity with FCA regulations, TCF principles, and financial planning.
• Knowledge of investment processes and techniques with the ability to quickly become conversant with the Company’s products and services.

Why Join Us?

• Be part of a collaborative, client-first culture that values integrity, independence, and long-term thinking.
• Work in a dynamic environment where your insights and expertise help shape investment outcomes.
• Enjoy opportunities for professional development, including CPD and annual competence assessments.

This role is classified under the Senior Managers and Certification Regime (SMCR) and MiFID II as an Information Provider, requiring ongoing demonstration of competence and ethical conduct.

If you have the above experience please apply today with your most up to date CV.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management, Finance, and Sales

• Industries

  Investment Management and Financial Services

Referrals increase your chances of interviewing at Search by 2x

Get notified about new Portfolio Manager jobs in Birmingham, England, United Kingdom.

Tamworth, England, United Kingdom 1 day ago

Asset & Wealth Management - Birmingham - Associate - Project Manager / Business Analyst

West Midlands, England, United Kingdom 1 week ago

Birmingham, England, United Kingdom 1 hour ago

Birmingham, England, United Kingdom 1 day ago

Discretionary Investment Manager (Private Clients)

Birmingham, England, United Kingdom 6 days ago

Manager, Wealth & Asset Management, Business Transformation

Birmingham, England, United Kingdom 2 weeks ago

Senior Manager - Wealth & Asset Management, Business Transformation

Birmingham, England, United Kingdom 1 week ago

Birmingham, England, United Kingdom 1 week ago

Tech Investment & Financial Accounting Senior Manager

Birmingham, England, United Kingdom 2 weeks ago

Deals Tax, Real Assets Portfolio - Manager

Birmingham, England, United Kingdom 2 days ago

West Midlands, England, United Kingdom 1 day ago

West Midlands, England, United Kingdom 2 weeks ago

Birmingham, England, United Kingdom 1 week ago

West Midlands, England, United Kingdom 3 hours ago

Deals Tax, Real Assets Portfolio, Senior Manager

Birmingham, England, United Kingdom 2 weeks ago

Birmingham, England, United Kingdom 2 days ago

Cannock, England, United Kingdom 1 week ago

Automotive Insurance Broking Specialist , job in Bromsgrove (40994933) Jobs4.co.uk

West Midlands, England, United Kingdom 1 day ago

Birmingham, England, United Kingdom 2 weeks ago

Birmingham, England, United Kingdom 2 days ago

Major Account Director - England & Wales

Birmingham, England, United Kingdom 4 days ago

Senior Commercial Officer - Defence Medical Services - UK Strategic Command - 2 Roles

Birmingham, England, United Kingdom 3 days ago

Pension Accounts and Outsourcing Senior Associate

West Midlands, England, United Kingdom 2 weeks ago

Contract Manager (Retrofit & Planned Maintenance)

Birmingham, England, United Kingdom 6 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.