Remote Financial Planner - Established Devon Portfolio
Cornwall, Cornwall, EX23 0FE, England, UK
Listed on 2026-10-15
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Financial Planning Firm in Cornwall & Devon is seeking an experienced Financial Planner for a remote-based role with occasional travel to the Truro hub. You will inherit a substantial client bank and have access to significant new business opportunities across Cornwall and Devon, with a base up to £76,000 plus bonus and benefits.
The role involves managing approx. 110 households with £45m AUM, delivering holistic planning across pensions, investments, retirement and protection, and building
This posting is for the Remote Financial Planner
- Established Cornwall & Devon Portfolio role at Reed, based in Truro, England, United Kingdom.
Join us at Reed as our next Remote Financial Planner
- Established Cornwall & Devon Portfolio in Truro, England, United Kingdom.
We are currently recruiting a Remote Financial Planner
- Established Cornwall & Devon Portfolio for our team in Truro, England, United Kingdom.
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