Portfolio Manager

atomos wealth; West of England; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Job summary

atomos wealth is seeking an experienced Portfolio Manager to join their team in Bristol. In this role, you will manage a smaller client book and work alongside a Senior Portfolio Manager to deliver exceptional client experiences.

To succeed, you should have at least 3 years in wealth management and possess a Level 6 qualification in a relevant field. You will be supported in your development as you take on more responsibilities over time.

The company offers a variety of perks including Private Medical Insurance and a flexible work from anywhere policy.

Qualifications

• 3+ years of experience in wealth management, ideally as an Assistant Portfolio Manager.
• Confidence to engage with clients and financial planners.
• Solid grounding in asset allocation and risk principles.

Responsibilities

• Manage smaller client portfolios while enhancing client experience.
• Develop portfolio construction and oversight skills.
• Increase autonomy and responsibility in line with a development plan.

Skills

Wealth management experience

Investment management

Portfolio analysis

Client relationship building

Desire to learn

Education

Level 6 qualification (CFA, CISI, IMC)

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 advisers, and supporting 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.

Skills and Experience

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, 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) in a relevant field.
• 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 and wider South West
• 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.

Accountabilities

• Managing a smaller client book, delivering strong performance 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 for the Bristol office.
• Participate in 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.

• 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.