Financial Services Jobs

Portfolio Manager, Edinburgh

Posted 1 month ago
Salary
£50,000/ANNUAL
Location(s)
Scotland
Type
Permanent

Due to upcoming retirements across 2022 and 2023 my client, an established brand in Edinburgh and across the UK, are looking to hire an experience Portfolio Manager to join their team. The office demonstrates longevity across the Investment Managers, Portfolio Managers and Financial Planning teams, offering a strong team ethic and a diverse working culture. Within this role you will be directly involved with over £300m AUM and be a key decision maker within the team, working closely with a number of qualified Investment Managers.  

Duties include;

  • Continually review portfolio asset allocations
  • Implementing both asset allocation and stock/fund selection decisions
  • Manage year end CGT
  • Assist with preparation for client meetings and new client pitches and attend meetings with the Investment Managers

The successful candidate must be CISI level 6 or 7 qualified and have strong PM experience within the industry.

Jobs you might also like

  • Trainee Financial Planner
    I’m currently working alongside a well-established national Wealth Management firm looking for a Trainee Financial Planner to join their Oxford team.   You’ll be working in tandem with one of the...
    Salary
    £48,000/ANNUAL
    Location(s)
    South West, South East
    Type
    Permanent
  • Product Proposition Manager
      We have an exciting opportunity for you to be an integral part of the product proposition team. The team is tasked with developing customer-led strategic propositions. You will be the business lead...
    Salary
    £60,000/ANNUAL
    Location(s)
    Work from home
    Type
    Permanent
  • Wealth Manager - East Anglia
    I’m currently working with an internationally renowned private bank looking to bring three Wealth Managers into their East Anglia teams (Cambridge, Peterborough or Norwich).   This is an...
    Salary
    £90,000/ANNUAL
    Location(s)
    East of England
    Type
    Permanent