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Financial Planner: Inherited Client Portfolio

Remote / Online - Candidates ideally in
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
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Financial Planner: Hybrid Role with Inherited Client Portfolio

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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