At a Glance
- Tasks: Lead discretionary portfolios and manage client relationships with IFAs.
- Company: Schroders UK, a leading investment management firm in Bristol.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for travel across the South West and Wales with career growth potential.
- Why this job: Make a real impact in portfolio management while building strong client relationships.
- Qualifications: Significant experience in portfolio management and excellent communication skills.
The predicted salary is between 63000 - 77000 £ per year.
Schroders UK, Bristol-based, seeks a Portfolio Manager to lead discretionary portfolios for intermediary relationships (IFAs).
You will take ownership of client mandates, ensure robust investment oversight, and support regional business development.
The role requires significant experience in portfolio management with a focus on DFM/IFA servicing, strong communication, and travel across the South West and Wales.
Bristol-based with regular office presence requested.
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Portfolio Manager – DFM/IFA Focus, Bristol employer: Schroders UK
Schroders is an exceptional employer, offering a dynamic and inclusive work culture that prioritises employee development and well-being. As part of the 2026 Human Resources Apprenticeship Programme in the heart of London, you will gain invaluable hands-on experience, access to professional qualifications, and opportunities to network with industry leaders, all while contributing to a team dedicated to maximising the potential of its people. With a commitment to diversity and a supportive environment, Schroders empowers you to grow your career in investment management.
