At a Glance
- Tasks: Manage a small client portfolio and deliver exceptional investment outcomes.
- Company: Dynamic wealth management firm with a focus on growth and collaboration.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible working.
- Other info: Opportunity for career growth and increasing responsibility in a supportive environment.
- Why this job: Gain hands-on experience in portfolio management while building strong client relationships.
- Qualifications: 3+ years in wealth management, Level 6 qualification, and a passion for learning.
The predicted salary is between 40000 - 50000 £ per year.
You will 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.
From day one, you’ll take responsibility for a small client portfolio, allowing you to build confidence, credibility, and deep client relationships while learning our investment approach. Longer term, this role plays a key part in strengthening our discretionary fund management capability across Bristol, the South West and Wales.
About the roleYou’ll work alongside an experienced senior portfolio manager, managing lower complexity client portfolios immediately, generating revenue, and leading the client experience. You’ll be trusted to deliver exceptional service, strengthen relationships with clients and advisers, and support 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 ExperienceWe’re not looking for someone “fully formed” — we’re looking for potential, capability and ambition. You’ll likely bring:
- 3+ years’ experience in wealth management or investment 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).
- 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.
- 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 investment 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 across the Bristol office.
- Support investment input for smaller client segments during growth or mobilisation phases.
- Contribute to the development of regional DFM capability, particularly linked to acquisitions.
- Participate in investment research, 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.
Benefits- Competitive Pension Scheme - we contribute 6%, you 3%.
- 26 days holiday plus bank holidays.
- 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 in Bristol employer: Atomos
As a Portfolio Manager in our Bristol office, you'll join a dynamic team that prioritises employee growth and development, offering structured support and increasing responsibility as you progress in your career. Our agile working environment fosters collaboration and innovation, while our competitive benefits package, including a generous pension scheme and private medical insurance, ensures you feel valued and secure. With a focus on building strong client relationships and delivering exceptional service, this role provides a meaningful opportunity to make a significant impact in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager in Bristol
✨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. 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 Bristol
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.
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'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
✨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.
✨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 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 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.
