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Client Portfolio Manager

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The Openwork Partnership
📍 Swindon, United Kingdom
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Location Swindon
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Posted June 07, 2026
🚗
Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

The opportunity

As the Client Portfolio Manager for Omnis Investments, you will be the “face & voice” of Omnis for 2plan advisers. The key purposes of the role are to increase awareness and understanding of Omnis’ investment strategies and principles. As well as increase adoption of Omnis products and services.


You will develop and execute an Omnis sales plan for 2plan Wealth Management and work collaboratively with the 2plan Business Relationship Management team, as well as 2plan’s Proposition team to deliver this plan.


Working with our Investment Director and marketing to continually tailor Omnis’ communication capability and approach to ensure that it remains contemporary and effective across the 2plan audience.


This Is a field-based role with regular travel required.


The benefits:

  • Bonus scheme - on target bonus - 20%
  • Car allowance - £5,486
  • Pension scheme - contribute up to 5% of your sa...
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    📍 Location Details

    🌆
    City
    Swindon
    🗺️
    Country
    United Kingdom
    🚗
    Commute
    Local Area

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