Assistant Portfolio Manager

Company Description

Hampshire Trust Bank is a specialist bank, staffed by experts focused on helping UK businesses realise their ambitions. Our dedicated Development Finance, Wholesale Finance and Specialist Mortgages divisions ensure that businesses receive the outstanding service, lasting relationships, integrity and expertise they need to prosper.

We also provide savings accounts to individuals and businesses and since we lend only to businesses, our savers can be sure their money will be used to boost the British economy.

The bank is authorised by the Prudential Regulation Authority and regulated by the Prudential Regulation Authority and the Financial Conduct Authority.

The working pattern of this role is hybrid, with an expectation to be in the office 50% of the time.

For more information, please visit our website: www.htb.co.uk

Our Values and Behaviour

All members of the HTB team are expected to demonstrate values and behaviour that underpin everything that we believe in.

Specialist Customer Focus

We engage with customers to understand their needs and we respond by delivering specialist, high quality solutions.

• We listen to our customers and learn from what we hear and act accordingly.
• We are thoughtful and considered about the solutions we deliver.
• We prioritise good customer outcomes.
• We understand and respond to the distinct needs of each customer.
  
  

Delivering Excellence

We uphold excellent standards in all our operations and processes to ensure consistency and accuracy in every transaction.

• We lead with clarity and purpose.
• We embrace change and we adapt.
• We take pride in doing a good job.
• We embrace an ‘Even Better’ mindset and strive for continuous improvement.
  
  

Unwavering integrity

We act with integrity. We embrace both the spirit and the letter of the legal and regulatory standards. We recognise the value they add.

• We do the right thing.
• We are transparent in all our dealings.
• We speak up when things are not right.
• We foster a culture of accountability and ownership, not blame.
  
  

Team HTB

We foster a respectful and inclusive culture where colleagues feel valued, empowered and heard.

• We lead by example where trust, respect and positive action is role modelled.
• We recognize others when they achieve and celebrate their success.
• We support each other – together we are stronger.
• We value diversity and we collaborate to achieve as one team.
  
  

🏗️ About the Bridging Finance Department

Launched in January 2023, HTB’s Bridging Finance channel has quickly become a recognised lender in the short-term finance space. We offer a range of products including unregulated residential investment, refurbishment, semi-commercial, full commercial, auction property, and development exit finance. Our flexible solutions support property acquisition and renovation, complementing our Specialist Mortgages offering to provide a rounded solution for broker partners.

🔍 About the Role

We’re looking for a proactive and detail-oriented Assistant Portfolio Manager to join our Bridging Finance team. You’ll play a key role in managing customer portfolios, supporting the Senior Portfolio Manager, and ensuring seamless service delivery across the team.

💼 Key Responsibilities

• Manage loan cases under £200,000 from inception to closure
• Handle customer contact, Conditions Subsequent, extensions, in-life requests, and redemptions
• Maintain and update STL systems and master spreadsheets
• Create and issue Welcome Letters and manage case setup
• Conduct BIQ and Companies House checks
• Support Portfolio Managers with customer administration
• Contribute to team and bank-wide projects as required
  
  

🤝 Who You’ll Work With

Internal Stakeholders

• Head of Portfolio Management
• Senior Portfolio Manager STL
• Portfolio Managers
• Managing Directors (Specialist Mortgages & Development Finance)
• Chief Commercial Officer
• Underwriters
• Risk & Compliance Team
  
  

External Stakeholders

• Brokers
• Customers
• Conveyancing Lawyers
  
  

🎓 What We’re Looking For

• Experience in customer account servicing, ideally within bridging finance or financial services
• Strong organisational skills and attention to detail
• Excellent communication skills (written and verbal)
• Ability to manage multiple tasks and prioritise effectively
• High level of accuracy and customer service focus
• Understanding of risk management principles
• Collaborative team player
  
  

🧠 Key Competencies

• Analytical and problem-solving skills
• Effective communication
• Attention to detail
• Team collaboration
  
  

Benefits

• 🎯 Competitive remuneration
• 💸 Discretionary annual bonus
• 📈 Annual pay review
• 🏥 Private Medical Insurance (Bupa)
• 🧘♂️ Mental health & wellbeing support via YuLife & Bupa
• 🏖️ 25 days annual leave (increasing with service) + Holiday Buy Scheme
• 🚲 Cycle to Work Scheme & Green Car Scheme
• 🍼 Enhanced family leave policies
• 🧠 Study support & professional membership
• 🏠 Hybrid working (50/50)
• 🎟️ YuLife Rewards – discounts on retail, lifestyle & experiences
• 💼 Pension scheme – 8% employer contribution (non-contributory)
• 🚆 Interest-free season ticket loan
• 🌍 Annual volunteering day & Net Zero employer commitment
  
  

Apply now and become part of a bank that’s built on expertise, integrity, and ambition.