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As a Junior Portfolio Manager, you'll manage lower complexity client portfolios, support investment decisions, and enhance client relationships within a high-performing team.

The role involves checking client and case files to ensure compliance with internal standards and regulatory requirements, conducting sample checks, and identifying compliance issues while collaborating with Financial Planners for timely remediation.

The role involves managing a small client portfolio, working closely with a senior portfolio manager, and enhancing client relationships while supporting business growth.

The role involves checking and validating client files against internal and regulatory standards, ensuring compliance, and providing feedback to Financial Planners.

Assist Financial Planners with client relationships, administrative tasks, financial research, and reporting for high-net-worth clients.

The Middle Office Analyst ensures accurate financial data handling, performs reconciliations, investigates discrepancies, and supports asset pricing checks for client portfolios.

Support a Financial Planner by managing client relationships, preparing and following up on meetings, writing and reviewing suitability and cashflow reports, providing technical input on pensions, tax and cashflow modelling, liaising with paraplanning and admin teams, and using AI-driven tools to develop toward an adviser role over one to two years.

Manage day-to-day client relationships, prepare and follow up on meetings, review and write financial planning and suitability reports, prepare cashflow modelling, liaise with paraplanning and admin teams, support during peak periods, and use AI-driven systems to support analysis. Receive mentorship toward a Junior Financial Planner/adviser qualification over a 2+ year development pathway.

Prepare and review monthly, quarterly, and annual financial statements under IFRS/UK GAAP, manage the general ledger and month/year-end close, support audits and regulatory/tax reporting, assist acquisition integrations, and partner with FP&A to improve financial controls, processes, and systems.

Support client remediation by maintaining accurate case records in Xplan, processing and tracking cases, validating client information, managing client communications, uploading documentation, supporting MI reporting, and contributing to process improvements while ensuring confidentiality and compliance.