Our client, a well-established wealth management and investment firm, are seeking an experienced Portfolio Manager to join their Portfolio Management team.

This is an excellent opportunity for an investment professional who enjoys combining portfolio management expertise with operational excellence and process improvement. The successful candidate will play a pivotal role in ensuring portfolios are implemented, maintained and monitored effectively, delivering consistent client outcomes while supporting the ongoing evolution of investment processes and controls.

About the Role

As a Portfolio Manager, you will be responsible for the implementation, oversight and ongoing alignment of discretionary portfolios across a broad client base. Working within a collaborative and high-performing investment team, you will help ensure portfolios remain aligned with client objectives, risk profiles and evolving investment views. You will undertake regular portfolio reviews, monitor portfolio risks and performance, and support the efficient execution of key cyclical activities such as tax management and investment account subscriptions. The role requires a strong focus on governance, accuracy and regulatory compliance, alongside a commitment to continuous improvement and delivering excellent client outcomes.

• Managing and overseeing discretionary portfolios to ensure alignment with client mandates and investment strategy.
• Conducting regular portfolio reviews and implementing portfolio changes where required.
• Monitoring portfolio risk, performance and deviations from agreed mandates.
• Leading and supporting key portfolio management processes, including tax management and investment account activities.
• Contributing to investment implementation projects and process improvement initiatives.
• Supporting the development of portfolio management tools, governance frameworks and operational efficiencies.
• Ensuring all portfolio activity is conducted in accordance with regulatory requirements and internal controls.
• Investigating and resolving portfolio or operational issues where necessary.
• Responding to complex queries from internal stakeholders and supporting client-facing teams with investment-related information.
• Collaborating closely with colleagues across investment, operations and client service functions.

About You

To be successful in this role, you will have a strong background in discretionary portfolio management, investment implementation or a related investment management environment. You will possess a solid understanding of portfolio construction, asset allocation and investment markets, alongside excellent organisational skills and attention to detail. The ideal candidate will be proactive, analytical and comfortable balancing multiple priorities in a fast-paced environment.

• Proven experience in discretionary portfolio management or investment implementation.
• Strong knowledge of asset allocation, portfolio construction and investment management principles.
• Understanding of the regulatory environment surrounding discretionary investment management.
• Excellent analytical and problem-solving abilities.
• Strong organisational skills with meticulous attention to detail.
• Experience managing competing priorities and delivering work to a high standard.
• A client-focused mindset with the ability to balance bespoke requirements and scalable solutions.
• Excellent communication and stakeholder management skills.
• A collaborative and proactive approach to teamwork.
• Professional investment qualifications such as the IMC, CFA or equivalent (preferred).

This position offers the opportunity to join a highly respected investment business where you can make a meaningful contribution to portfolio outcomes, process development and the continued success of the investment team. Apply today if this sounds like the role for you.

About the job
Do you have excellent attention to detail? Do you have knowledge of SIPP processing?
Our client, an Award Winning Global Investment Platform, is looking for an Operations Executive to join their SIPP Onboarding team on a full-time permanent basis in Bath.
The firm is experiencing a period of significant growth, including a recent platform upgrade and ongoing European expansion project – making it a particularly exciting time to join.

About the Role:

Support the administration of the SIPP, processing client instructions accurately and efficiently
Deliver high-quality service by prioritising daily tasks and maintaining strong service standards
Collaborate with colleagues to improve processes, enhance the customer journey, and strengthen overall team performance
Identify and manage process risks while ensuring compliance with regulations, data security, and internal controls
Contribute to continuous improvement by providing feedback, supporting onboarding initiatives, and driving operational excellence

About You:

Have knowledge of SIPP processing
Excellent interpersonal and communication skills
Strong data and analytical processing skills
Excellent attention to detail
Self-motivated and proactive
Ability to work well individually and as a part of a team to achieve team and personal objectives
Willingness to learn

Benefits:

Discretionary bonus scheme (up to £2,500-£3,000)
9% employer pension contribution each month
33 days annual leave including bank holidays (pro rata for part-time roles)
Option to buy or sell up to 5 additional days of annual leave
Private healthcare programme
Opportunities for professional development and financial services training
Supportive, collaborative, and inclusive working environment

This is a great opportunity to grow your expertise in SIPP operations and be part of an ambitious team driving real change in the investment platform space – apply now!

We are working with an award-winning investment solutions platform within the financial services sector who are seeking a Business Development Consultant (BDC) to join their Bristol team.

Role overview
The Business Development Consultant will play a key role in supporting regional sales activity and managing strategic client relationships. Working closely with Business Development Managers (BDMs), you will help drive new business opportunities, strengthen existing partnerships, and ensure an exceptional level of client service across the full lifecycle of the relationship. This role combines proactive sales support, relationship management, and operational coordination to ensure clients receive a seamless and high-quality experience.

About the Role

• Support BDMs with preparation for client meetings, including pitch materials, collateral, and briefing packs
• Manage pre- and post-meeting follow-ups with client firms, ensuring agreed actions are delivered
• Conduct initial due diligence and fact-finding activity with prospective firms
• Support re-engagement campaigns and identify new opportunities within existing or dormant relationships
• Coordinate internal resources to support client requirements and next steps from meetings
• Assist in gathering competitor insight and pricing information to support commercial discussions
• Deliver high-level platform demonstrations where required, working alongside technical colleagues
• Maintain high-quality CRM (Salesforce) records across all sales and engagement activity
• Represent the business at industry events, conferences, and networking opportunities
• Support onboarding processes and client transitions, ensuring a smooth implementation experience
• Arrange and coordinate training sessions and stakeholder meetings for new clients
• Maintain ongoing communication with advisers, paraplanners, and administrative teams
• Provide telephone-based support for case queries, escalations, and operational issues
• Assist with complex case handling and ensure timely resolution through internal coordination
• Monitor client activity data to identify opportunities, risks, or areas for growth
• Ensure accurate CRM updates and reporting throughout the client lifecycle
• Build long-term, trusted relationships with key decision-makers and users within client firms

About You

• Proven experience in a client-facing sales, account management, or business development role within financial services
• Strong understanding of the UK retail financial advice market and adviser landscape
• Excellent relationship-building and communication skills, both written and verbal
• Ability to present solutions clearly and tailor messaging to different client audiences
• Strong commercial awareness with the ability to identify opportunities and support revenue growth
• Familiarity with regulated environments and commitment to compliance and customer outcomes
• Experience using CRM systems (e.g. Salesforce) with strong attention to data quality
• Ability to work collaboratively across multiple internal teams
• Proactive, resilient, and self-motivated
• Highly organised with strong attention to detail
• Confident working independently and as part of a wider team
• Strong sense of ownership and accountability
• Customer-focused mindset with a commitment to delivering high-quality outcomes
• Curious and commercially minded, with an interest in market trends and client needs
• Professional approach with a strong commitment to ethical and compliant practice

Please apply today if this sounds like the role for you!

We are working with a highly regarded Investment Management Firm seeking a Marketing Specialist to join their Bristol based team.

This is a varied and influential role, responsible for managing the end-to-end communication and marketing framework across the business, ensuring all materials are compliant, consistent, and aligned with brand and regulatory requirements.

Key Responsibilities

• Own and maintain the communications and marketing strategy, including digital platforms and client-facing materials
• Manage day-to-day marketing and communication processes, ensuring all collateral is current, compliant, and fit for purpose
• Oversee financial promotions, ensuring approvals and records meet FCA requirements
• Collaborate with subject matter experts across the business to produce accurate and compelling content
• Manage websites, portals, intranet content and other digital communication channels
• Oversee consent lists and marketing communications to clients and partners
• Lead annual and ongoing reviews of key documentation and marketing literature
• Drive continuous improvement, identifying efficiencies and cost savings
• Act as a trusted advisor and champion of communications best practice across the organisation

Knowledge, Skills & Experience

• Strong understanding of financial services and regulated marketing environments
• Solid knowledge of FCA Financial Promotion rules and expectations
• Experience in a marketing, communications, technical or financial promotions role
• Excellent stakeholder management skills, with the ability to work across all levels
• Exceptional written and verbal communication skills
• Confidence reviewing and improving content for clarity, compliance and consistency
• Strong Microsoft Office skills (Word, Excel and PowerPoint)

Why Apply?
This is an excellent opportunity to take ownership of communications within a respected financial services business, working closely with senior stakeholders and playing a key role in shaping how investment propositions are presented to clients and partners.