At a Glance
- Tasks: Lead and analyse client portfolios while shaping our investment strategy.
- Company: Equilibrium Financial Planning, a values-driven firm in Handforth.
- Benefits: Supportive culture, collaborative environment, and growth opportunities.
- Other info: Join a dynamic team focused on professional development.
- Why this job: Make a real impact on investment strategies and client success.
- Qualifications: Experience in portfolio management and strong analytical skills.
The predicted salary is between 54000 - 66000 £ per year.
Equilibrium Financial Planning in Handforth, Cheshire, is seeking a Portfolio Manager to lead the IFSL Equilibrium portfolios and contribute to shaping our investment proposition as we grow. You will analyse client portfolios, present findings to Financial Planners and clients, and help manage discretionary portfolios.
Join a firm with strong values and a supportive, growth-focused culture. The role offers a collaborative environment, exposure to strategic investment decisions, and opportunities.
Portfolio Manager – Investment Growth & Strategy in Wilmslow employer: Equilibrium Financial Planning
Equilibrium is an exceptional employer, offering a unique opportunity for Pension Paraplanners to focus on meaningful client relationships without the pressure of sales targets. Located in Wilmslow, our award-winning firm fosters a supportive work culture with hybrid working options, dedicated admin support, and genuine career growth opportunities, allowing you to thrive in your role while enjoying a balanced life.
Contact Details:
Equilibrium Financial Planning Recruitment Team
