At a Glance
- Tasks: Manage client relationships and prepare financial planning reports while gaining hands-on experience.
- Company: Ambitious financial planning firm focused on developing future advisers.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible work options.
- Other info: Dynamic role with a clear pathway to becoming a Financial Planner.
- Why this job: Gain mentorship and exposure to high-net-worth clients while building your career in financial planning.
- Qualifications: Level 4 qualified in Financial Planning with strong communication and organisational skills.
The predicted salary is between 40500 - 49500 £ per year.
You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm.
This role is centred around client relationship management and adviser development. You will work closely with the Head of Office, gaining exposure to high‑net‑worth clients and complex planning scenarios.
Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.
Accountabilities- Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
- Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
- Review existing financial plans to ensure they continue to meet client needs.
- Write financial planning reports as part of the onboarding process.
- Review suitability reports and provide technical input for client meetings.
- Prepare detailed cashflow reports.
- Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
- Support occasional suitability report writing during peak periods.
- Attend networking events and begin building your professional profile.
- Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.
This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.
Skills and Experience- Level 4 qualified (through CII) in Financial Planning.
- Strong understanding of financial planning processes and client service.
- Technical capability across pensions, tax, cashflow modelling, and financial planning research.
- Excellent communication skills and confidence engaging with clients.
- Strong organisational skills and the ability to manage multiple priorities.
- Experience with CRM systems (we use Xplan) and strong Excel skills.
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Financial Planning Associate - Fareham employer: Atomos Investments Limited
Join our dynamic Chester office as a Client Administrator, where you'll thrive in a supportive and fast-paced environment dedicated to delivering exceptional client experiences. With a strong focus on employee growth, we offer a competitive pension scheme, private medical insurance, and a flexible work-from-anywhere policy that fosters a culture of collaboration and innovation. Here, your proactive approach and attention to detail will be valued, allowing you to build meaningful relationships while contributing to the success of our Financial Planners.
Contact Details:
Atomos Investments Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Associate - Fareham
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We think you need these skills to ace Financial Planning Associate - Fareham
Some tips for your application 🫡
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How to prepare for a job interview at Atomos Investments Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Atomos Investments Limited.
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