Who We Are

Opportunities

At Portfolio we are constantly growing and always on the lookout for candidates to join our team. We look for people with the right attitude and aptitude, who strive to be their best and want to develop and progress to their best potential. For us the person is more important than the CV.

We are an ambitious company, constantly growing and evolving, and we are always looking for the right people to join us and contribute to our development. We offer a friendly, modern work culture, good career development and the opportunities you would expect from a company with our appetite for growth and success.

Below are our current vacancies:

Financial Adviser

Candidates will require at least level 4 qualifications, have experience in working with clients as an Adviser and a proven track record within the industry.

Existing clients are available, salary negotiable.

Paraplanner

Candidates will require at least level 4 qualifications, have experience in working with in the industry and dealing with financial planning clients and professionals.

Please contact us for further information on an attractive salary and benefits package.

Client Relationship Officer

Candidates will be either experienced in business administration, banking or finance; or have a higher education qualification in business admin or similar. 

Please contact us for further information on an attractive salary and benefits package.