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- Tasks: Guide clients to achieve their financial goals with personalised planning and proactive solutions.
- Company: Join a dynamic, high-performing team in a close-knit London office.
- Benefits: Enjoy a competitive pension, 26 days holiday, private medical insurance, and flexible work options.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Level 4 Diploma in Financial Planning and 3 years of client-facing experience required.
- Other info: Engage in diverse tasks and projects for continuous personal and professional growth.
The predicted salary is between 28800 - 48000 £ per year.
You’re a driven and dynamic Financial Planner with a hunger for success and a passion for delivering exceptional client service. You want to join a close-knit, high-performing team where your ideas matter and your impact is visible.
You’ll play a pivotal role in our London operation, guiding clients with clarity and conviction, and helping them achieve outcomes they didn’t think possible. As you drive better client outcomes, you’ll lift the team - and a stronger team means more clients benefit, giving you the platform to expand your influence and success.
As a Financial Planner in London, you will support clients in achieving their financial goals, developing plans that maximise their resources and guide them throughout their financial life events. You’ll work alongside our Head of Office as part of a smaller, focused team where your contribution is visible and valued. You’ll start with an existing client base, and gain more as you deliver results.
Accountabilities- Shape Futures, Not Just Plans: Deliver financial planning that feels personal - because every client’s story is unique.
- Turn Numbers into Strategies: Transform numbers into smart, actionable strategies.
- Be the Trusted Voice: Connect with clients, understand their needs, and make complex advice clear and understandable.
- Keep Reviews on Track: Lead regular reviews to keep plans fresh, relevant, and results‑focused in line with client service agreements.
- Solve Challenges Before They Happen: Offer intelligent, proactive solutions to client issues - thinking ahead and responding fast.
- Know our Proposition Inside Out: Learn, understand, and confidently articulate all aspects of our financial planning proposition.
- Keep Growing: Complete Continuous Professional Development to meet regulatory requirements and your personal growth goals.
- Record Every Detail: Maintain detailed and accurate records of client interactions using our CRM.
- Win Together: Work closely with team members, share insights, and continuously improve service delivery.
- Level 4 Diploma in Financial Planning.
- Minimum 3 years’ experience in a client‑facing Financial Planning role.
- A current Statement of Professional Standing.
- Confident using CRM and cashflow modelling tools.
- Experience in an advisory or technical role gained within an advisory firm.
- Experience using and delivering a full range of provider products, services, and capabilities.
- Intermediate Excel - v:lookups and pivot tables.
- Good energy – you must be able to have conversations with clients that deliver trust and solutions.
- A desire to help our clients make their financial ambitions a reality.
- 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 Planner - Financial Planning - London employer: Atomos Investments Limited
Contact Detail:
Atomos Investments Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Financial Planning - London
✨Tip Number 1
Network like a pro! Attend industry events, join financial planning groups, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Practice your pitch! Be ready to explain who you are, what you do, and how you can help clients achieve their financial goals. A confident and clear pitch can make all the difference in interviews.
✨Tip Number 3
Showcase your skills! Bring examples of your past successes to interviews. Whether it’s a client case study or a strategy you developed, tangible proof of your abilities will impress potential employers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our team!
We think you need these skills to ace Financial Planner - Financial Planning - London
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through. We want to see that you’re not just looking for a job, but that you genuinely care about helping clients achieve their financial goals.
Tailor Your Application: Make sure to customise your CV and cover letter to reflect the specific skills and experiences mentioned in the job description. We love seeing how your unique background aligns with our values and the role of Financial Planner.
Be Clear and Concise: Keep your writing straightforward and to the point. We appreciate clarity, especially when it comes to complex financial concepts. Use simple language to explain your experience and how it relates to the role.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the position. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Atomos Investments Limited
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your ability to turn numbers into strategies. Brush up on key financial concepts and be ready to discuss how you've transformed data into actionable plans in your previous roles.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your experience in delivering exceptional client service. Think about specific instances where you’ve connected with clients, understood their needs, and provided clear, understandable advice.
✨Be Proactive
During the interview, emphasise your ability to solve challenges before they arise. Share stories of how you’ve anticipated client issues and offered intelligent solutions, showcasing your proactive mindset.
✨Familiarise Yourself with the Company’s Proposition
Make sure you know the ins and outs of the company’s financial planning proposition. Being able to confidently articulate this will show your genuine interest and preparedness, making you stand out as a candidate.
