Financial Planning Transformation Analyst - Remote

Financial Planning Transformation Analyst - Remote

Full-Time 49500 - 60500 Β£ / year (est.) Remote
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At a Glance

  • Tasks: Support business-led change in financial planning and wealth management activities.
  • Company: Join Atomos Investments Limited, a forward-thinking investment firm.
  • Benefits: Remote work, competitive salary, and opportunities for professional growth.
  • Other info: Collaborative environment with a focus on innovation and positive change.
  • Why this job: Make a real impact by improving processes and enhancing client outcomes.
  • Qualifications: Experience in financial planning and strong analytical skills.

The predicted salary is between 49500 - 60500 Β£ per year.

Atomos Investments Limited is seeking a Financial Planning Business Analyst to support business-led change across our financial planning and wealth management activities.

You will bridge planners, advisers, paraplanners, operations and technology to ensure practical, effective change that delivers positive client outcomes.

Drawing on your financial planning background, you will analyse processes, identify improvement opportunities and help design future ways of working.

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Financial Planning Transformation Analyst - Remote employer: Atomos Investments Limited

At Atomos, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our commitment to employee growth is evident through our comprehensive onboarding strategies and continuous improvement initiatives, ensuring that you not only contribute to the success of Financial Planners but also develop your own skills in a supportive environment. With competitive benefits, including a generous pension scheme and a flexible 'Work From Anywhere' policy, you'll find meaningful and rewarding employment that aligns with your career aspirations.

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Contact Details:

Atomos Investments Limited Recruitment Team

We think you need these skills to ace Financial Planning Transformation Analyst - Remote

Financial Planning
Business Analysis
Process Improvement
Stakeholder Engagement
Change Management
Client Outcome Focus
Analytical Skills