Investment Portfolio Manager

3 weeks ago


Manchester, United Kingdom AJ Bell Management Limited Full time
Job Title: Investment Portfolio Manager

We are seeking a highly skilled Investment Portfolio Manager to join our team at AJ Bell Management Limited. This role will involve the maintenance of our discretionary managed portfolios, ensuring they meet the highest standards of quality and performance.

About Us:
AJ Bell is a leading investment platform business in the UK, offering award-winning solutions for individuals and financial advisers. We have a strong commitment to innovation and customer service, which has led to significant growth and success in the industry.

Salary and Benefits:
The starting salary for this role is estimated to be around £35,000 per annum, depending on experience. Our comprehensive benefits package includes 25 days' holiday entitlement, rising to 31 days with length of service, as well as access to a range of other perks and rewards such as pension schemes, bonus opportunities, and more.

Job Description:
As an Investment Portfolio Manager, your key responsibilities will include:
  • Supporting the maintenance of our discretionary managed portfolios, ensuring they meet the highest standards of quality and performance.
  • Engaging with other areas of the business to support the growth of both AJ Bell Investments and the wider company.
  • Training, mentoring, and developing future departmental employees.
  • Supporting and enabling the business to achieve its regulatory requirements, including consumer duty.


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