At a Glance
- Tasks: Manage client relationships and prepare financial planning reports while gaining hands-on experience.
- Company: Ambitious financial planning firm focused on adviser development.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible work options.
- Other info: Dynamic role with opportunities for professional growth and networking.
- Why this job: Gain valuable mentorship and a clear path to becoming a Financial Planner.
- Qualifications: Level 4 qualified in Financial Planning with strong communication and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Career
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.
About the role
This role is centred around client relationship management and adviser development. You will work closely with a senior Financial Planner with a substantial and fast‑growing client base, gaining exposure to high‑net‑worth clients and complex planning scenarios. Over an expected two to three year development period, you will be mentored and coached directly by the adviser. 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.
Benefits
- 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 employer: Atomos Investments Limited
Join a dynamic and ambitious firm that prioritises your professional growth as a Financial Planning Associate. With hands-on client exposure, a structured pathway to becoming a Financial Planner, and a supportive work culture that encourages mentorship and development, you will thrive in an environment that values innovation and collaboration. Enjoy competitive benefits, including a generous pension scheme, private medical insurance, and the flexibility of a 'Work From Anywhere' policy, all while engaging with high-net-worth clients and complex planning scenarios.
Contact Details:
Atomos Investments Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Associate
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in financial planning. Building relationships can lead to job opportunities that aren't even advertised.
✨Tip Number 2
Get hands-on experience! Volunteer for projects or internships that allow you to work directly with clients. This will not only boost your skills but also make you stand out to potential employers.
✨Tip Number 3
Showcase your skills! Create a portfolio of your work, including financial plans and reports you've prepared. This tangible evidence of your capabilities can impress hiring managers.
✨Tip Number 4
Apply through our website! We love seeing candidates who are proactive. Make sure to highlight your client management experience and technical skills in your application.
We think you need these skills to ace Financial Planning Associate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Planning Associate role. Highlight your client relationship management experience and any technical work you've done in financial planning.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you see yourself growing into an adviser role. Be genuine and let your personality come through.
Showcase Your Technical Skills:Since this role involves a lot of technical work, be sure to mention your proficiency in areas like pensions, tax, and cashflow modelling. If you've used CRM systems like Xplan, definitely include that too!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Atomos Investments Limited
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of financial planning processes, especially around pensions, tax, and cashflow modelling. Being able to discuss these topics confidently will show that you're ready for the hands-on client exposure this role offers.
✨Show Off Your Client Relationship Skills
Prepare examples of how you've managed client relationships in the past. Think about times when you handled requests promptly or went above and beyond to ensure client satisfaction. This will demonstrate your ability to thrive in a client-focused environment.
✨Get Familiar with Their Tools
Since they use AI-driven systems like Saturn and CRM tools like Xplan, it’s a good idea to familiarise yourself with these platforms. If you have experience with similar tools, be ready to discuss how you used them to improve workflow efficiency.
✨Network Like a Pro
Since attending networking events is part of the role, think about how you can showcase your networking skills during the interview. Share any experiences where you built professional relationships or contributed to lead generation, as this will highlight your proactive approach.
