Jobs at atomos

Provide management information and commercial analysis for investments and portfolio teams. Build and improve reports and data flows, support governance reporting, run ad-hoc financial and tech-evaluation projects, and design reporting automation using BI tools and AI.

Support investment and portfolio management with financial and commercial analysis, reporting, governance, and ad-hoc projects. Build and maintain management information, improve reporting and workflows using BI tools, automation and AI, and prepare Board/committee reports to inform strategic decisions.

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 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.

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.

Review client and case files to ensure compliance with internal standards, FCA regulations and firm policies. Perform sample checks and suitability assessments across pensions, investments and high-risk products, identify documentation gaps, report findings, provide feedback to Financial Planners, and support remediation, training needs, and process improvements.

As a Financial Planner, you'll guide clients in achieving financial goals, deliver personalized plans, provide proactive solutions, and maintain client relationships.

12-month fixed-term role supporting Compliance, Assurance and Financial Crime. Produce MI and board reporting, support regulatory filings, KYC/AML reviews, data analysis, compliance monitoring, investigations, and related administration and projects.

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