Portfolio Manager

AFH Financial Group; Bromsgrove; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Flexible working & holidays

Pension

Bonus scheme

Health and wellbeing

Professional development

Shopping discounts

Job summary

AFH Wealth Management, part of AFH Financial Group, is seeking a Portfolio Manager in Bromsgrove. The role focuses on delivering high-quality portfolio management aligned to the AFH Investment proposition, supporting TCF outcomes and maintaining audit-ready procedures.

You’ll work within a busy, collaborative team and contribute to client meetings and reporting. Applicants should have 2 years’ experience in a similar role, Level 6 PCIAM, and strong knowledge of financial products, with

Qualifications

• Advanced knowledge of the financial services market, investment products and funds.
• Knowledge of compliance and regulatory requirements including TCF.
• Experience in portfolio management and advisory services is desirable.

Responsibilities

• Manage client accounts in line with objectives and risk tolerances, including asset allocation and rebalancing.
• Construct bespoke discretionary and advisory portfolios for specialist client needs.
• Create AFH portfolio models aligned with risk appetite as directed by Investment Committee.
• Assist consultants with client meetings, advice and reporting per criteria.
• Maintain portfolio management procedures and regulatory audit trails.
• Produce operations and management information for reporting to Portfolio Management.
• Support Directors/Senior Managers with additional requests.

Skills

Advanced Knowledge of Financial Market

Regulatory Knowledge

TCF Principles

Education

Level 6 PCIAM

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Location: Bromsgrove Head Office
Working model: Office Based with Hyrbid Working
Contract type: Permanent
Hours: Full-time
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.
We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

Portfolio Manager

The role is to provide a high-quality portfolio management service for our clients that meets the requirements of the AFH Investment proposition. You will play a vital role in supporting delivery of suitable TCF outcomes through management of client portfolios.

You will be working in a busy team here at AFH with collaborative approach to the work presented.

As our Portfolio Manager, you will be responsible for:

• Management of client accounts in line with objectives and risk tolerances through analysis, definition and implementation of asset allocation strategies within agreed Service Levels, to include portfolio rebalancing in line with model portfolios.
• Construction of bespoke discretionary and advisory portfolios where specialist requirements exist for advisory clients.
• Construction of AFH Portfolio models in line with the AFH appetite for risk as directed by the Investment Committee.
• Assisting consultants’ activity in terms of client meetings, advice and reporting in accordance with agreed criteria.
• Maintenance of portfolio management procedures and documentation to meet regulatory requirements and provide appropriate audit trail and accountability.
• Producing Operational and Management Information as directed to support appropriate Portfolio Management Team Reporting requirements.
• Any other reasonable request made by a Director/Senior Manager of the Company or the Head of Portfolio Management

Other Regulatory Requirements:

• Maintain CPD and industry recognised qualifications and skills to the required regulatory level and above.
• Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and how AFH Financial Group seeks to comply with this FCA requirement.
• All employees are required to abide by the AFH Financial Group procedures and standards in relation to anti money laundering, data security and confidentiality and to complete training and assessment as required.

What we are looking for in our ideal Portfolio Manager

• Advanced Knowledge of the Financial Services Market, Investment Products and funds
• Good working knowledge of Microsoft Word, Excel and Outlook
• Compliance Regulatory Knowledge
• Knowledge of TCF Principles and how they apply to an individual role.
• Level 6 QCA Private Client Investment Advice and Management (PCIAM)
• 2 years’ experience in a similar role

Benefits and Perks at AFH:

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
• Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
• Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses