Financial Planning Client Administrator – Remote/Hybrid in Chester

Financial Planning Client Administrator – Remote/Hybrid in Chester

Chester Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
Atomos Investments Limited

At a Glance

  • Tasks: Support Financial Planners by managing administrative tasks and enhancing client experiences.
  • Company: Atomos Investments Limited, a dynamic firm based in Chester.
  • Benefits: Competitive salary, pension scheme, private medical insurance, and flexible working options.
  • Other info: Remote/hybrid work environment with opportunities for professional growth.
  • Why this job: Join a proactive team and make a real difference in clients' financial journeys.
  • Qualifications: At least 2 years in Financial Planning with strong organisational skills.

The predicted salary is between 30000 - 40000 Β£ per year.

Atomos Investments Limited, based in Chester, is seeking a proactive Client Administrator to provide essential support to Financial Planners.

With a focus on delivering excellent client experiences, you will manage administrative tasks and improve operational efficiency.

Ideal candidates will have at least 2 years of experience in Financial Planning, strong organizational skills, and knowledge of financial products.

This role also offers competitive benefits such as a pension scheme and private medical insurance.

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Atomos Investments Limited

Contact Details:

Atomos Investments Limited Recruitment Team

We think you need these skills to ace Financial Planning Client Administrator – Remote/Hybrid in Chester

Client Administration
Financial Planning
Organizational Skills
Knowledge of Financial Products
Operational Efficiency
Proactive Approach
Attention to Detail