Junior Portfolio Manager

Job description

Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations.

Career
You're an early-career Portfolio Manager. You've already built a solid foundation in investment management, supporting high net worth clients and working closely with Portfolio Managers. Now, you're looking for a role that will challenge you, develop your potential and ambition, and prepare you to take on low complex portfolio management responsibilities.

You're confident, analytical, and client-focused. You enjoy solving complex problems, deepening client relationships, and contributing to a high-performing team that values integrity, collaboration, and excellence.

About the role
Reporting to the Head of the London Office, this is a growth-focused opportunity designed for a Senior Assistant Portfolio Manager or Associate Portfolio Manager ready to transition into a Junior Portfolio Manager role.

You'll work alongside an experienced Portfolio Manager, taking on more responsibility in managing client portfolios, contributing to investment decisions, and supporting client experiences. You'll be trusted to deliver exceptional service, strengthen relationships with clients and Financial Planners, and support the strategic growth and succession of our business.

This role is ideal for someone who wants to take ownership and grow into a future Portfolio Manager.

Accountabilities

You'll work alongside an experienced senior portfolio manager

Managing lower complexity client portfolios, generating revenue, and leading the client experience.

You'll be trusted to deliver exceptional service, strengthen relationships with clients and Financial Planners based or allocated to the London office

Ensure all portfolios are updated and set up correctly.

Skills and Experience

3+ years' experience in wealth management or investment management, ideally in an Assistant Portfolio Manager or Associate Portfolio Manager role.

Strong understanding of portfolio management principles and client servicing.

Completed the Investment Management Certificate (IMC).

Completed a Level 6 qualification (e.g. Via CFA, CISI, IMC) in a relevant field.

Excellent communication and relationship-building skills.

High attention to detail and a proactive approach to problem-solving.

Comfortable working under pressure and managing competing priorities.

Strong Excel skills (Pivot tables, VLOOKUPs, etc.).

Able to learn and follow processes and work efficiently.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

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Extra information

Status

Open

Education Level

Secondary School

Location

London

Type of Contract

Full-time jobs

Published at

27-06-2026

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English