Portfolio Manager - Court of Protection Team

Rathbones Group Plc; Greater London; On-site; GBP 60,000 - GBP 100,000; Full time

Job summary

A leading wealth management firm in the UK is seeking a Portfolio Manager for its Court of Protection Team. The successful candidate will focus on constructing, managing, and monitoring investment portfolios to meet financial goals while balancing risk and return. This role requires experience in portfolio management and client service, along with a Level 7 qualification such as CWM or CFA. The company offers a comprehensive benefits package and a collaborative culture.

Benefits

Company pension

Private medical insurance

Discretionary bonus

Flexible holidays

Study support

Season travel ticket loans

Qualifications

• Experience managing portfolios at scale.
• Demonstrated success in client service.
• Strong research and analytical skills.

Responsibilities

• Construct and manage investment portfolios.
• Continuously monitor financial markets.
• Partner effectively with investment managers.

Skills

Client service

Portfolio management

Analytical skills

Risk management

Education

Level 7 qualification CWM or CFA

Job description

Portfolio Manager - Court of Protection Team

Job ID: 2173

Department: Divisional Head - Hamish Barton

Job Category: Front Office

Location: London, GB, EC2V 7QN

Date: 3 Feb 2026

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.

*As of June 2025

About the Role

Working as part of a dedicated Portfolio Management team to construct, manage and monitor investment portfolios for a wide and varied client base (individuals, institutions and funds) to achieve financial goals whilst balancing risk and return.

Collaborate and work in partnership with the investment management teams to ensure desired client outcomes are met.

Portfolio Manager marks progression from the Associate role, with increased autonomy, strategic input, and commercial awareness and impact.

What you’ll be responsible for

Investment Strategy, Portfolio Construction and Technical Expertise

• Using systems, tools and knowledge to define and implement investment strategies based on clients’ risk tolerance, financial goals and investment horizons.
• Ensure investment portfolios aligned with client objectives and market conditions.
• Within Rathbones portfolio management strategy, select specific asset and determine the optimal asset allocation to build the portfolio.
• Thorough understanding of Rathbones investment process, conduct additional research and analysis to support client requirements and outcomes.
• Maintain strong understanding of Rathbones proposition, commercial awareness of the wider market and clear knowledge of the regulatory framework.
• Build a working knowledge of the Front Office Process Guides and Operating Model Summary and Investment Risk procedures.
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Market and Performance Monitoring

• Continuously monitor financial markets, economic trends and geopolitical events to ensure informed investment recommendations can be made.
• Track the performance of aligned portfolios and recommend / make adjustments as needed (such as rebalancing to maintain the desired asset allocation).
• Where properly communicated by investment managers, make appropriate adjustments to the management of a portfolio to reflect a client-directed bespoke requirement, where still deliverable within the client's current risk profile.
• Identify, assess and manage risks associated with investments.
• Possess a working knowledge of the Front Office Process Guides and Operating Model Summary and Investment Risk procedures.
• Use performance and health check data to assess portfolio risks and take action to manage accordingly.

Client Engagement

• Partnering effectively with IMs where PM input required in support of client meetings and client relations.
• Ability to clearly explain investment strategies, performance and recommendations to clients and in partnership with the IM teams.
• Business Performance & Growth
• Deliver strong, consistent, risk-adjusted investment performance, aligned to the central Rathbones investment philosophy.
• Contribution shown towards the growth, retention or defence of the client book.
• Demonstrate commercial awareness and contribute to the firm’s growth initiatives.
• Mentor and support junior team members, sharing expertise and fostering development.
• Actively participate in internal forums and be prepared to contribute to committees and business projects as required.
• Promote a collaborative culture and uphold the firm’s values and standards.

About you

• Experience of managing portfolios at scale
• Demonstrated success in client service and contribution to business performance.
• Level 7 qualification CWM or CFA (CWM preferred)
• Experience in client administration and regulatory compliance.
• Knowledge of quantitative methods, financial maths, statistics, and economics.
• Strong research and analytical skills, paired with a solid understanding of asset classes and how to apply those skills and learning within the context of the Rathbones investment process.
• Able to apply portfolio construction theory, along with valuation and pricing techniques to ensure good client outcomes.
• Manage a book of client portfolios to a high standard, aligned to appropriate models, using internal systems and approved PM tools to ensure accuracy and effective operational scalability.
• Contribute to discussions around portfolio construction, generating ideas and providing objective challenge, in a collaborative manner.
• Ability to take personal responsibility, exhibit good judgement and to consult with others on more complex portfolio situations.
• Active listening and adaptability.
• Commitment to continuous improvement and feedback.

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance - 8 x salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Level 2 Disability Confident Employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at [e-mail]

Mission

We believe in playing the long game. That means building consistent results, earning trust, and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:

• We aim high
• We get it done
• We show we care
• We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.