Portfolio Manager, Bristol

This role offers an Assistant Portfolio Manager with a CFA or CISI Level 6 qualification the opportunity to transition into a full Portfolio Manager position within a growing, exclusive advisory firm. The successful candidate will manage lower complexity client portfolios, generate revenue, and deliver exceptional client experiences under the mentorship of a Senior Portfolio Manager. The position serves as a pathway to eventually succeeding the Senior Portfolio Manager while strengthening the firm's discretionary fund management capabilities across the South West and Wales.