Teams at atomos

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.

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.