Portfolio Manager

atomos wealth; West of England; On-site; 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 in Bristol is seeking an established Portfolio Manager to take on a small client bank. This role suits someone early to mid‑career with exposure to leading meetings with high net worth clients, working closely with an experienced Senior Portfolio Manager and the Financial Planning teams.

From day one, you’ll take responsibility for a small client portfolio, building confidence, credibility, and deep client relationships while learning our investment approach.

Qualifications

• 3+ years of wealth or investment management experience.
• Experience in portfolio analysis and discretionary management.
• Completed Level 6 qualification (e.g. CFA, CISI, IMC).
• Grounding in asset allocation, portfolio construction and risk principles.

Responsibilities

• Manage a smaller client book, delivering strong investment outcomes and client experience.
• Work with Head of Office PM to develop portfolio construction and oversight skills.
• Build trust with Financial Planners and clients across Bristol.
• Support investment input for smaller client segments during growth or mobilisation phases.
• Contribute to development of regional DFM capability, linked to acquisitions.
• Participate in investment research, portfolio reviews and governance processes.
• Progressively increase autonomy in line with a development plan.

Skills

Wealth management experience

Portfolio analysis

Discretionary management

Education

Level 6 qualification (CFA/CISI/IMC)

Job description

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. You will work within the Bristol office, working closely with an experienced Senior Portfolio Manager and the wider Financial Planning teams.

From day one, you’ll take responsibility for a small client portfolio, allowing you to build confidence, credibility, and deep client relationships while learning our investment approach. Longer term, this role plays a key part in strengthening our discretionary fund management capability across Bristol, the South West and Wales.

About the role

You’ll work alongside an experienced senior portfolio manager, managing lower complexity client portfolios immediately, generating revenue, and leading the client experience. You’ll be trusted to deliver exceptional service, strengthen relationships with clients and advisers, and support 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 or investment 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)
• 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
• 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 investment 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 across the Bristol office.
• Support investment input for smaller client segments during growth or mobilisation phases
• Contribute to the development of regional DFM capability, particularly linked to acquisitions
• Participate in investment research, 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.