Mentored Junior Financial Planner — Path to Adviser

Company: atomos wealth
Apply for the Mentored Junior Financial Planner — Path to Adviser
Location: Bristol
Job Description:

atomos wealth in Bristol is seeking a Junior Financial Planner ready to develop into an adviser role. This position emphasizes hands-on client engagement and involves close collaboration with experienced planners for mentorship.

Key responsibilities include managing client relationships, preparing financial reports, and reviewing existing plans. The ideal candidate is Level 4 qualified in Financial Planning and has strong communication skills. The role offers a supportive and dynamic work environment with development opportunities.

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Posted: July 1st, 2026