At a Glance
- Tasks: Manage client portfolios and implement asset allocation strategies for optimal outcomes.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm.
- Benefits: Enjoy flexible working, competitive salary, bonuses, and health perks.
- Other info: Dynamic team environment with excellent professional development opportunities.
- Why this job: Make a real impact in clients' financial futures while growing your career.
- Qualifications: Advanced knowledge of financial services and 2 years' experience in a similar role.
The predicted salary is between 45000 - 55000 £ per year.
Location: Bromsgrove Head Office
Working model: Office Based with Hybrid Working
Contract type: Permanent
Hours: Full-time
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH.
This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. The role is to provide a high-quality portfolio management service for our clients that meets the requirements of the AFH Investment proposition. You will play a vital role in supporting delivery of suitable TCF outcomes through management of client portfolios. You will be working in a busy team here at AFH with a collaborative approach to the work presented.
As our Portfolio Manager, you will be responsible for:
- Management of client accounts in line with objectives and risk tolerances through analysis, definition and implementation of asset allocation strategies within agreed Service Levels, to include portfolio rebalancing in line with model portfolios.
- Construction of bespoke discretionary and advisory portfolios where specialist requirements exist for advisory clients.
- Construction of AFH Portfolio models in line with the AFH appetite for risk as directed by the Investment Committee.
- Assisting consultants’ activity in terms of client meetings, advice and reporting in accordance with agreed criteria.
- Maintenance of portfolio management procedures and documentation to meet regulatory requirements and provide appropriate audit trail and accountability.
- Producing Operational and Management Information as directed to support appropriate Portfolio Management Team Reporting requirements.
- Any other reasonable request made by a Director/Senior Manager of the Company or the Head of Portfolio Management.
Other Regulatory Requirements:
- Maintain CPD and industry recognised qualifications and skills to the required regulatory level and above.
- Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and how AFH Financial Group seeks to comply with this FCA requirement.
- All employees are required to abide by the AFH Financial Group procedures and standards in relation to anti-money laundering, data security and confidentiality and to complete training and assessment as required.
What we are looking for in our ideal Portfolio Manager:
- Advanced Knowledge of the Financial Services Market, Investment Products and funds.
- Good working knowledge of Microsoft Word, Excel and Outlook.
- Compliance Regulatory Knowledge.
- Knowledge of TCF Principles and how they apply to an individual role.
- Level 6 QCA Private Client Investment Advice and Management (PCIAM).
- 2 years’ experience in a similar role.
Benefits and Perks at AFH:
- Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
- Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
- Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
- Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
- Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.
Portfolio Manager in Bromsgrove employer: AFH Wealth Management
AFH Wealth Management is an exceptional employer that fosters a dynamic work culture where strategic thinking meets hands-on execution. With a focus on employee growth and a competitive benefits package, team members enjoy the flexibility of hybrid working while contributing to impactful post-acquisition integration activities in a fast-paced environment. Join us to be part of a collaborative team that values innovation and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager in Bromsgrove
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AFH Wealth Management. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Manager in Bromsgrove
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AFH Wealth Management.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AFH Wealth Management's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AFH Wealth Management
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AFH Wealth Management.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AFH Wealth Management will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AFH Wealth Management employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
