At a Glance
- Tasks: Manage client portfolios, generate new business, and enhance client experiences.
- Company: Dynamic wealth management firm focused on innovation and career growth.
- Benefits: Private medical insurance, life assurance, income protection, and flexible working options.
- Other info: Learn by doing in an agile environment with structured support and increasing autonomy.
- Why this job: Join a supportive team and grow your career in wealth management with real responsibilities.
- Qualifications: 3+ years in wealth management and a Level 6 qualification in a relevant field.
The predicted salary is between 40000 - 50000 £ per year.
Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations. 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. It’s an opportunity over the next 2–3 years to grow into a core Portfolio Management role within the Bristol office, working closely with an experienced Senior Portfolio Manager and the wider Financial Planning teams.
About the role
You’ll work alongside an experienced Senior Portfolio Manager, managing lower complexity client portfolios immediately, generating new business, and leading the client experience. You’ll be trusted to deliver exceptional service working to our 'Gold Standard', strengthening relationships with clients and advisers, and supporting 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
- 3+ years’ experience in wealth 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) in a relevant field.
- 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 and wider South West.
- 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 performance 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 for the Bristol office.
- Participate in 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.
Portfolio Manager employer: atomos wealth
Our company is an exceptional employer, offering a dynamic work culture where your contributions truly matter. With a strong focus on employee growth, you will have the opportunity to develop your skills alongside experienced professionals in the wealth management sector, all while enjoying a supportive environment in our Bristol office. The benefits, including private medical insurance and a flexible work-from-anywhere policy, further enhance the rewarding experience of being part of our team.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager
✨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 atomos wealth. 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
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 atomos wealth.
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 atomos wealth'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 atomos wealth
✨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 atomos wealth.
✨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 atomos wealth 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 atomos wealth 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.
