img
Permanent

Financial Planner

Reed
Bristol
money-bag £45000 Annual
Posted: 12 June 2026 (Yesterday)
Closing date: 12 July 2026
Ref: 3121136991

Financial Planner (Employed)Location: BristolSalary:£45,000 plus bonusEmployment Type: Full-time, employedA Unique OpportunityThis is a rare opening for an ambitious and client-centric Financial Planner to join a growing, forward-thinking financial services firm. You will benefit from warm inbound leads generated through the website and inherit an existing client bank, providing a strong foundation for long-term success and business growth.This role offers a superb blend of autonomy, structure, and progression-ideal for someone motivated by delivering exceptional client outcomes while operating within a supportive, compliance-driven environment.Role PurposeAs an employed Financial Planner, you will provide regulated financial planning services to both prospective and existing clients, working closely with internal operations, investment teams, advisers, and compliance. Your work will ensure all recommendations meet FCA standards and internal policies.This role suits someone who is:Self-motivated and proactiveConfident working independentlyFully committed to high-quality service and regulatory excellenceComfortable operating within defined processes and frameworksDriven to grow a thriving client portfolioHybrid working is available, though the role is primarily office-based for security and data-handling reasons.Key ResponsibilitiesClient Advice and Relationship ManagementEngage and service existing clients, prospective clients, and introducersPrepare compliant financial ..... full job details .....

Other jobs of interest...

Progressive LLP
GloucesterToday
money-bag100000.00-100000.00 Annual
Progressive LLP
GloucesterToday
money-bag60000.00-60000.00 Annual
Premier Jobs UK Limited
Bradford-on-avonYesterday
money-bag10000-500000 Annual
Ortus PSR
CheltenhamYesterday
money-bag70000.00-70000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!