Job Description

Private Client Portfolio Manager - Cheltenham or London

About Attivo Investments:

We are an investment firm dedicated to creating investment solutions specifically designed for financial planning firms and their clients. Our mission is to seamlessly align investment strategies with the goals of financial planning, ensuring a cohesive approach that supports clients throughout their wealth journey.





We recognise the growing demand for clear communication, seamless experience, and tangible results. Our highly qualified industry specialists focus on delivering portfolios, ensuring the best outcomes for clients, prioritising trust, collaboration and innovative solutions that provide real value.





Our mission is clear: to offer a cutting-edge investment solution designed for the goals of today's clients while providing financial planners with the tools and confidence to deliver exceptional outcomes. Through a unique strategic partnership model, we collaborate with leading experts, ensuring seamless integration between financial planning and investment management.

About the Role

We are seeking an experienced Private Client Portfolio Manager to join our growing team. This is a unique opportunity for a technically strong and relationship-driven investment professional to manage and develop bespoke and model-aligned discretionary portfolios for private clients. Most clients are referred via our in-house financial planning team or external adviser partnerships.



You will be responsible for discretionary portfolio construction, client meeting support, research input, and contribution to MPS oversight, governance, and proposition development.



The successful candidate will be based at our London or Cheltenham office approximately 3 days per week, with some flexibility and occasional travel between sites.

About You

You are a confident and experienced investment professional who thrives on building trusted relationships and delivering tailored investment solutions. You combine strong technical knowledge with a collaborative, client-focused approach and are comfortable working alongside Financial Planners to deliver joined-up, independent advice.



You enjoy managing bespoke discretionary portfolios and contributing to wider model portfolio oversight. You take pride in your attention to detail, your ability to communicate complex investment ideas clearly, and your commitment to delivering excellent outcomes for clients.



You're proactive, thoughtful, and commercially aware, someone who brings energy and expertise to every client interaction and investment decision. Whether presenting at a client meeting or analysing a new fund opportunity, you act with integrity and ownership.

Key responsibilities include:

Manage bespoke discretionary and advisory portfolios, ensuring alignment with each client's objectives, risk profile, and tax considerations Construct and maintain portfolios using a blend of equities, collectives, ETFs, bonds, and alternatives Serve as the key investment contact for Financial Planners and their clients, attending meetings to explain strategy and positioning Monitor portfolios and implement changes based on market movements or evolving client needs Prepare rationale and commentary to support investment decisions and rebalance activity Conduct ongoing fund and equity research and maintain internal research notes Support model portfolio reviews, asset allocation discussions, and performance commentary Provide input into Investment Committee reporting, client-facing investment updates, and internal thought leadership Contribute to the oversight and governance of the firm's MPS, bringing insight from client and adviser experience Participate in fund selection, rebalance rationale, and broader MPS proposition enhancements

Essential skills and experience:

Demonstrated experience managing discretionary or advisory portfolios for private clients In-depth understanding of asset classes including equities, collectives, ETFs, fixed income, and alternatives Skilled at writing clear, insightful investment rationale and commentary Confident communicator able to build rapport with clients and planners Strong organisational skills and attention to detail IMC-qualified and/or working toward CFA or equivalent

Desirable:

Experience working with or managing Model Portfolio Services (MPS) Familiarity with financial planning-led client relationships Understanding of adviser platforms and reporting tools Strong Excel and/or FE Analytics proficiency Awareness of Consumer Duty, risk profiling, and cashflow planning integration

Salary and benefits

Competitive base salary dependent on experience Attractive bonus scheme linked to performance Full support for professional development and qualifications Opportunity to grow with a dynamic, values-led investment business

Attivo Investments also offers:

Non-contributory Pension Scheme Private Medical Insurance Income Protection Critical Illness Death in Service Generous holiday allowance, rising with length of service Work from home and flexible working available Parking allowance for employees who live over 1.5 miles away from the office London Living Allowance for employees living within M25 Excellent culture, promoting employee wellbeing and engagement




For more information about Attivo Investments, please visit our website: www.attivoinvestments.co.uk





Attivo Investments is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.



Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check.



Attivo Investments does not use recruitment agencies, and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.