Jobs at atomos

Leads Financial Planning back-office operations across UK and South Africa teams. Manages Team Leaders, establishes standard operating procedures and quality frameworks, improves service delivery, manages operational risks, supports regulatory compliance and Consumer Duty obligations, and drives scalable process improvement and change initiatives. The role requires strong stakeholder management, analytical problem-solving, performance monitoring, and experience managing geographically dispersed or offshore teams in regulated Financial Planning environments.

Supports business-led change across financial planning and wealth management. Analyzes end-to-end advice processes, maps workflows, documents requirements, facilitates stakeholder workshops, assesses change impacts, and helps implement improved operating models, controls, training, and adoption activities. The role requires financial planning expertise, process improvement skills, stakeholder management, and knowledge of pensions, investments, retirement planning, tax, trusts, and cashflow modelling within a UK-regulated environment.

Provide accurate administrative support to UK adviser support hubs in a regulated financial services environment. Responsibilities include producing Letters of Authority and valuation documents, setting up new business applications, responding to enquiries, maintaining CRM client records, updating data, and collaborating with UK teams. The role requires strong organization, communication, customer service, Excel, problem-solving, and financial services process knowledge.

Supports Financial Planners and clients by maintaining accurate CRM data and audit-ready files, coordinating annual reviews, preparing meeting materials, monitoring suitability reports, and completing post-meeting actions within agreed SLAs. The role requires strong knowledge of pensions, investments, and protection products, excellent organisation, attention to detail, communication skills, and confidence using cloud-based systems and AI tools.

Reviews client and case files for compliance with internal standards, FCA requirements, and firm policies. Conducts suitability assessments across pensions, investments, protection, and high-risk products; identifies documentation gaps and process deviations; records findings; prepares reports; provides constructive feedback to Financial Planners; supports training needs and process improvement projects.

Provides administrative support to Financial Planners and their clients by coordinating reviews, preparing suitability reports and meeting materials, maintaining accurate CRM and client records, managing schedules and service levels, and completing post-meeting actions. The role requires knowledge of pensions, investments, and protection products, strong organization and communication skills, attention to detail, and effective use of cloud-based systems and AI tools.

Supports financial planners through technical research, analysis, cashflow modelling, and preparation of accurate, compliant suitability reports. Researches pensions, investments, protection, long-term care, and inheritance tax planning products; develops planning strategies; supports complex client cases; and produces clear client documentation while managing multiple deadlines and maintaining strong adviser relationships.

Provide administrative support to Financial Planners by maintaining CRM (Xplan), preparing meeting packs, scheduling reviews, ensuring client files are audit-ready, and managing post-meeting actions within SLAs. Maintain accurate client data, chase outstanding cases, and use cloud-based systems and AI tools to improve efficiency while delivering excellent client service.

The role involves managing a small client portfolio, working closely with a senior portfolio manager, and enhancing client relationships while supporting business growth.

Manage day-to-day client relationships and support adviser development under senior mentors. Prepare and follow up client meetings, write and review financial and suitability reports, build cashflow models, liaise with paraplanning and admin, attend networking events, and use AI tools (e.g., Saturn), Xplan and Excel to support analysis and workflow.

Support client relationships and adviser development by preparing and reviewing financial plans, writing reports, producing cashflow models, using CRM and AI tools, liaising with paraplanning/admin teams, attending client meetings and networking, and progressing on a structured pathway to become a Financial Planner.

Provide administrative support to Financial Planners by managing client administration, CRM (Xplan), meeting packs, client reviews, and ensuring timely completion of post-meeting actions and audit-ready files.

Provide administrative support to Financial Planners: maintain Xplan CRM and client files, prepare meeting packs and suitability reports, schedule reviews, manage SLAs, and ensure accurate, audit-ready client records while delivering excellent client service.

Manage and review client portfolios, deliver tailored investment advice, build and maintain introducer and client relationships, support business development, ensure FCA compliance, monitor risk and portfolio performance, and assist the Head of Office with team and operational initiatives.

Support a Financial Planner by managing client relationships, preparing and following up on meetings, writing and reviewing suitability and cashflow reports, providing technical input on pensions, tax and cashflow modelling, liaising with paraplanning and admin teams, and using AI-driven tools to develop toward an adviser role over one to two years.