Portfolio Manager

www.topfinancialjobs.co.uk - Jobboard; Birmingham; On-site; GBP 38,000 - 45,000; Full time

Job summary

A leading financial firm in Birmingham is seeking a Portfolio Manager to provide portfolio management services aligned with business objectives. This role involves managing client portfolios, conducting investment reviews, and ensuring compliance with regulatory standards. Join a client-centric culture that values professional development and integrity.

Benefits

Yearly Bonus

Hybrid working

Excellent Pension Scheme

Private Health

Progression opportunities

Qualifications

• Minimum CISI Level 6 (or equivalent) and RDR compliant.
• Experience in portfolio management for private clients.
• Knowledge of FCA regulations and financial planning.

Responsibilities

• Manage discretionary and advisory portfolios for clients.
• Conduct regular portfolio reviews for performance and suitability.
• Collaborate with investment managers for client service.

Skills

Market awareness

Communication

Attention to detail

Pressure management

Education

CISI Level 6 or equivalent

Job description

Portfolio Manager - Investments

Location - Birmingham
Start date - ASAP
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.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.