Portfolio Manager

24 hours ago


Bristol, Bristol, United Kingdom Service Care Solutions Full time
About the Role

We are looking for a talented Portfolio Manager to join our team in Bristol. The ideal candidate will have a strong background in financial planning, excellent analytical skills, and a client-centered approach.

This role involves conducting comprehensive financial research, supporting Financial Planners in client meetings, and managing client portfolios to ensure optimal performance.

Main Responsibilities:
  1. Conduct thorough financial analyses and develop personalized planning strategies to achieve client goals.
  2. Oversee the successful execution of these strategies, ensuring alignment with set benchmarks and timely rebalancing.
  3. Support Financial Planners in client meetings, building strong relationships and providing expert advice.
  4. Analyze client data to create detailed cash flow projections and scenarios using advanced financial planning tools.
  5. Maintain effective communication with product providers and external stakeholders to ensure seamless process management.
Requirements:
  • A minimum of 3 years of experience in a similar financial planning role.
  • Diploma in Financial Planning (Dip PFS) is highly desirable.
  • In-depth knowledge of financial planning areas, including investment management, pensions, tax, protection, and estate planning.
  • Excellent relationship-building skills, with a client-centric approach and attention to detail.
  • Proficiency in cash flow modeling and experience in managing complex financial plans for high-net-worth clients.
What We Offer:

The salary for this position is estimated to be around £45,000 per annum, taking into account the location and industry standards. This figure may vary based on individual qualifications and experience.



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