Portfolio Manager – Hybrid Working, Wealth Management

AFH Financial Group; Bromsgrove; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Flexible working

Birthday off

Annual leave buy/sell option

Annual bonus

Pension scheme

Health & wellbeing

Job summary

AFH Financial Group is seeking a Portfolio Manager to provide high-quality portfolio management and advisory services for clients from the Bromsgrove head office.

You will work in a collaborative team, managing client portfolios within set objectives and risk tolerances, and contribute to delivering TCF outcomes in line with AFH propositions. This is a permanent, hybrid role with a competitive salary and benefits.

Qualifications

• Advanced knowledge of the financial services market, investment products and funds.
• Proficient in MS Word, Excel and Outlook.
• Regulatory/compliance knowledge aligned with FCA requirements.
• Understanding of TCF principles and their application.
• PCIAM Level 6 qualification or equivalent.
• Minimum 2 years in a similar portfolio management role.

Responsibilities

• Manage client accounts in line with objectives and risk tolerances, select asset allocations, rebalance to model portfolios.
• Construct bespoke discretionary and advisory portfolios for special client needs.
• Develop AFH portfolio models in line with risk appetite directed by Investment Committee.
• Support consultants with client meetings, advice and reporting per criteria.
• Maintain portfolio management procedures and audit trails for regulatory compliance.
• Provide MI reports to Portfolio Management Team and directors.

Skills

Advanced knowledge of financial market

Regulatory knowledge

TCF principles knowledge

PCIAM Level 6

2 years experience in portfolio role

Education

Level 6 PCIAM

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

AFH Financial Group is seeking a Portfolio Manager to provide high-quality portfolio management and advisory services for clients from the Bromsgrove head office.

You will work in a collaborative team, managing client portfolios within set objectives and risk tolerances, and contribute to delivering TCF outcomes in line with AFH propositions. This is a permanent, hybrid role with a competitive salary and benefits.