At a Glance
- Tasks: Support Financial Planners by managing client reviews and administrative tasks.
- Company: Atomos Investments Limited, a dynamic financial services firm in Fareham.
- Benefits: Remote work, competitive salary, and opportunities for professional growth.
- Other info: Fast-paced environment with direct exposure to financial planning professionals.
- Why this job: Join a supportive team and help deliver exceptional financial advice to clients.
- Qualifications: Strong organisational skills and attention to detail are essential.
The predicted salary is between 27000 - 33000 £ per year.
Atomos Investments Limited in Fareham is seeking a highly organized Client Administrator to support our Financial Planners by managing the administrative foundations of high-quality financial advice.
You will enable planners to focus on client relationships and strategic guidance.
You will work in a busy hub with direct exposure to our planners, handling client reviews, CRM data, meeting packs, and post-meeting actions to ensure SLAs are met and service is exceptional.
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Financial Planning Client Administrator – Remote & Growth in 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
