Jobs at atomos

Provide administrative support to Financial Planners and their clients by maintaining accurate Xplan records, preparing suitability documentation, coordinating annual reviews, organizing client files, scheduling meetings, and completing post-meeting actions. The role requires strong knowledge of pensions, investments, and protection products, excellent organization and communication skills, meticulous attention to detail, and the ability to manage multiple priorities in a financial planning environment.

Supports financial planners by conducting research and technical analysis across pensions, investments, protection, long-term care, and inheritance tax planning. Prepares accurate, compliant suitability reports, develops planning strategies, supports complex client cases, and uses cashflow modelling to inform recommendations. The role requires strong analytical, written communication, organisational, and relationship-building skills, along with relevant financial planning qualifications.

Manage Financial Planner onboarding and acquired-business integrations across multiple UK offices. Develop transition plans, coordinate cross-functional stakeholders, track milestones, mitigate risks, lead communications, support the transition team, and create scalable learning solutions. The role also drives continuous improvement through metrics, feedback, reporting, and lessons learned while serving as deputy to the department head.

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.

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.