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Portfolio Manager Wealth Management

Hybrid Investment Admin — Path to Portfolio Manager

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Quilter Cheviot
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
  • Management
    Portfolio Manager, Wealth Management
Job Description & How to Apply Below
A leading wealth management firm in Birmingham is seeking an Investment Administrator to assist in various investment management tasks. You will handle client reviews, investment proposals, and suitability letters. The ideal candidate has understanding of investment management and is skilled in Microsoft Excel.

This role offers full training and the potential to progress into an Investment Manager position. Core benefits include holidays, a pension scheme, and private medical insurance.
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