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Financial Planner: Inherited Client Portfolio
Remote / Online - Candidates ideally in
Bristol, Bristol County, BS1, England, UK
Listed on 2026-06-15
Bristol, Bristol County, BS1, England, UK
Listing for:
Reed
Full Time, Remote/Work from Home
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Advisor, Banking & Finance, Financial Sales
Job Description & How to Apply Below
Reed is looking for an ambitious Financial Planner to join their team in Bristol. This employed position offers a hybrid working model, leveraging warm inbound leads and an existing client bank to drive success. You will provide regulated financial planning services and engage with clients to ensure exceptional outcomes.
The ideal candidate will have a minimum of 2 years in financial services, a Level 4 Diploma, and the ability to simplify complex financial information.
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