Career
This role offers an opportunity to build experience within a regulated financial services environment, supporting a structured client remediation programme. You will gain exposure to operational processes, client communications, and data-driven case management, with scope to develop broader skills in compliance and operations.
About the role
We are looking for a detail-oriented and proactive Summer Data Entry Assistant to support the delivery of client remediation activities. This is a key role ensuring the smooth running of case processing, maintaining high standards of data integrity, and delivering excellent client service throughout the remediation lifecycle.
Working closely with operational and client-facing teams, you will play a central part in managing case records and validating client information.
Accountabilities
Maintaining accurate and up-to-date case records within our CRM system (Xplan)
Supporting the end-to-end processing and tracking of remediation cases
Managing client communications, including handling responses and drafting professional correspondence
Validating client information (e.g. bank details) through approved verification channels
Ensuring all case files and documentation are complete and correctly uploaded within internal systems
Supporting reporting by maintaining accurate data for management information (MI)
Contributing to continuous improvements in processes and system usage
Upholding high standards of confidentiality, accuracy, and compliance at all times
Skills and Experience
Previous office work experience
Strong attention to detail and ability to manage data accurately
Confident written and verbal communication skills
Ability to manage multiple tasks and prioritise effectively
Comfortable using systems and learning new tools quickly
Basic working knowledge of Excel (e.g. data entry, simple spreadsheets)
Experience within financial services, case management, or remediation environments is advantageous
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Skills Required
- Previous office work experience
- Strong attention to detail and ability to manage data accurately
- Confident written and verbal communication skills
- Ability to manage multiple tasks and prioritise effectively
- Comfortable using systems and learning new tools quickly
- Basic working knowledge of Excel (data entry, simple spreadsheets)
- Experience within financial services, case management, or remediation environments
- Familiarity with CRM systems (experience with Xplan advantageous)
What We Do
Atomos is a UK-based, integrated wealth management company offering financial planning, portfolio management, and investment services to individuals and families.
