Business Unit

The Model Portfolio Service (MPS) team is part of the firm’s IFA Portfolio Management function. It delivers investment services to financial advice firms and works with the Bespoke MPS team to support tailored portfolio solutions, partnering with the Business Development and wider Portfolio Management functions to provide a high‑quality service to advisers and clients.

Brief Role Objective

Provide investment and operational support to Portfolio Managers managing bespoke MPS portfolios and the IFA client base. Ensure investment, administrative, organisational and client‑related tasks are completed accurately, efficiently and in a timely manner. Engage regularly with the IFA client base, handle enquiries, and support periodic investment committee meetings. Progress through the ranks into a Portfolio Manager role by developing investment and macroeconomic knowledge.

Key Responsibilities

• Assist in portfolio construction and ...