Portfolio Manager – DFM/IFA Focus, Bristol

Schroders UK; West of England; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

Schroders UK, Bristol-based, seeks a Portfolio Manager to lead discretionary portfolios for intermediary relationships (IFAs). You will take ownership of client mandates, ensure robust investment oversight, and support regional business development.

The role requires significant experience in portfolio management with a focus on DFM/IFA servicing, strong communication, and travel across the South West and Wales. Bristol-based with regular office presence requested.

Qualifications

• Experience in portfolio management/investment management with exposure to DFM and IFA servicing.
• Strong understanding of service model when operating via intermediaries (pace, responsiveness, relationship management, suitability).
• Confident communicator with resilience and professionalism; capable in meetings with clients and IFAs.
• Strong organisational skills and attention to detail; ability to manage competing priorities in a client-facing role.

Responsibilities

• Take day-to-day responsibility for discretionary portfolios linked to intermediary relationships, with senior oversight during transition.
• Build and maintain strong relationships with IFAs through responsiveness and professionalism.
• Attend meetings with IFAs and end-clients, explaining portfolio strategy, positioning, performance and risks.
• Implement portfolio actions (rebalancing, transitions, cash management) in line with objectives and governance.
• Work with internal teams to ensure efficient implementation and strong control standards.
• Support governance and reporting, including portfolio commentary for internal forums.
• Partner with business development to convert introductions into funded mandates and support retention.
• Identify and remediate portfolio, operational or relationship risks with timely documentation.

Skills

Portfolio management

Intermediary servicing

Relationship management

Communication

Organisation

Education

CISI Level 7 (or equivalent)

5+ years investment experience

Tools

Excel

PowerPoint

Job description

Schroders UK, Bristol-based, seeks a Portfolio Manager to lead discretionary portfolios for intermediary relationships (IFAs). You will take ownership of client mandates, ensure robust investment oversight, and support regional business development.

The role requires significant experience in portfolio management with a focus on DFM/IFA servicing, strong communication, and travel across the South West and Wales. Bristol-based with regular office presence requested.