At a Glance
- Tasks: Manage client relationships and prepare financial plans with mentorship from a senior planner.
- Company: Join Atomos Investments, a forward-thinking firm focused on client success.
- Benefits: Enjoy a competitive salary, pension scheme, and private medical insurance.
- Other info: Remote work opportunity with excellent career progression in financial planning.
- Why this job: Gain valuable experience with high-net-worth clients and complex financial scenarios.
- Qualifications: A Level 4 qualification in Financial Planning and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Atomos Investments Limited is looking for a Junior Financial Planner to manage client relationships and develop into an adviser. This role involves mentoring by a senior planner, allowing exposure to high-net-worth clients and complex financial scenarios.
Key responsibilities include:
- Preparing client meetings
- Reviewing financial plans
- Utilizing AI-driven systems for analysis
A Level 4 qualification in Financial Planning through CII and strong communication skills are required.
The position offers a competitive benefits package, including a pension scheme and private medical insurance.
Junior Financial Planner Mentored Path to Adviser (Remote) in London 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
