JJ SEARCH LIMITED client in Wealth Management seeks an experienced Portfolio Manager to join the Model Portfolio Service team. You will construct and maintain model portfolios and strategic funds reflecting the firm’s investment views and strategies, and support IFA pitches and regular investment updates.
The role requires 4–5 years in portfolio management, solid fund research knowledge, and strong presentation skills for IFAs; CFA/PCIAM Level 6/7 is preferred.
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Portfolio Manager — Model Portfolios & IFA Advisory employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
