Portfolio Manager

Equilibrium Financial Planning; Wilmslow; Hybrid; GBP 60,000 - 100,000; Full time

Benefits offered by this job

Bonuses

Pension

Death in service

Income protection

Study leave

Study materials paid

Flexible working

Work from home

Generous annual leave

Job summary

Equilibrium Financial Planning in Handforth, Cheshire, is seeking a Portfolio Manager to lead the IFSL Equilibrium portfolios and contribute to shaping our investment proposition as we grow. You will analyse client portfolios, present findings to Financial Planners and clients, and help manage discretionary portfolios.

Join a firm with strong values and a supportive, growth-focused culture. The role offers a collaborative environment, exposure to strategic investment decisions, and opportunities

Qualifications

• Strong investment management experience.
• Excellent analytical skills.
• Confidence to contribute ideas that influence portfolios and long-term strategy.

Responsibilities

• Work as part of the portfolio management team managing the IFSL Equilibrium portfolios.
• Research new investment opportunities and present investment recommendations to the Investment Team and wider Investment Committee.
• Keep up to date with political and economic developments that may affect the financial markets.
• Analyse client portfolios and present the findings to Financial Planners and clients.
• Help to manage discretionary client portfolios.
• Support our marketing activity by helping to communicate our investment insights to clients.

Skills

Presentation

Analytical thinking

Attention to detail

Education

Diploma Level 4 via CISI/CII/CFA (IMC or equivalent)

Chartered via CISI or CFA (ideally)

Job description

Equilibrium is more than just a Chartered Financial Planning company - we're an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making people's lives better. Whether it's our clients, our team, our community, or anyone who crosses our path, we believe in creating a positive impact in everything we do.

Today, we proudly manage more than £1.4bn on behalf of our clients. But we're not standing still. We're embarking on an ambitious acquisitions strategy that will see our business, our investment proposition and our assets under management grow significantly over the coming years. It's an exciting chapter in our journey, and a rare opportunity to join our investment team at a time when you'll be able to help shape what comes next.

Finding the right people is the secret to our success. We're incredibly proud of our talented team and their dedication to excellence. Join us and you'll enjoy a challenging and rewarding role, fantastic benefits, and genuine opportunities to grow your career as our business continues to evolve. We're serious about what we do, but we don't take ourselves too seriously, and we make time for fun along the way too!

Our new Portfolio Manager will play a key role in managing our IFSL Equilibrium portfolios while helping to shape the future of our investment proposition as we grow. We're looking for someone with strong investment management experience, excellent analytical skills and the confidence to contribute ideas that will influence both our portfolios and our long-term strategy.

To achieve this, our new Portfolio Manager will:

• Work as part of the portfolio management team managing the IFSL Equilibrium portfolios
• Research new investment opportunities and present investment recommendations to the Investment Team and wider Investment Committee
• Keep up to date with political and economic developments that may affect the financial markets
• Analyse client portfolios and present the findings to Financial Planners and clients
• Help to manage discretionary client portfolios
• Support our marketing activity by helping to communicate our investment insights to clients

What we're looking for:

• Strong presentation and report writing skills
• Analytical thinking
• Excellent attention to detail

Qualifications:

• Minimum Diploma (Level 4) qualified via CISI, CII or CFA (including IMC or equivalent)
• Ideally Chartered via CISI or CFA

At Equilibrium, we live our values through the following:

• Integrity - we treat everyone with respect, take responsibility for ourselves and what we do, and are open and authentic in all of our dealings
• Growth - we foster a growth mindset, with a curiosity and desire to learn and grow both professionally and personally
• Simplicity - we look for the clearest path to the best outcome, being adaptable in our approach. We are clear communicators with the ability to land a message appropriate to our audience
• Excellence - we will consistently work to high standards, showing great care and attention to detail in everything that we do

So why join us?

At Equilibrium, we have a hard-working, energetic team who are committed to adapting and evolving as we grow. We are a friendly and supportive bunch, and our culture is rooted in fun, collaboration, and teamwork. We strive for excellence, setting high standards while investing in your professional development. We expect your best, and we'll give you ours in return.

Helping people live the lives they want to live, look after those they love, and leave powerful legacies is part of the day job. We genuinely want to create more choices and more freedom for our clients, ultimately making their lives, and the lives of those around them, better.

To support your professional development, we cover the costs of study materials and exam fees for relevant qualifications. Additionally, we offer paid study and exam leave.

To help you maintain a healthy work-life balance, we offer a generous annual leave package, alongside a flexible working framework that allows team members to work from home where appropriate and flex their working hours in line with business requirements.

We also provide the benefits you'd expect from an award winning company, including bonuses, pension, death in service, income protection, and more.