At a Glance
- Tasks: Support an experienced Financial Planner by managing client relationships and preparing financial reports.
- Company: Join Atomos Investments, a forward-thinking firm in Plymouth.
- Benefits: Enjoy a competitive pension, private medical insurance, and flexible work-from-anywhere options.
- Other info: Great opportunity for growth in a supportive environment.
- Why this job: Kickstart your career in finance while learning from industry experts.
- Qualifications: Must be Level 4 qualified in Financial Planning with strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Atomos Investments Limited in Plymouth is looking for a Junior Financial Planner to work closely with an established Financial Planner. This role involves managing client relationships, preparing for meetings, and writing financial planning reports to aid in the onboarding process.
The successful candidate will be Level 4 qualified in Financial Planning and possess strong communication and organisational skills.
Benefits include a competitive pension scheme, private medical insurance, and a work-from-anywhere policy.
Junior Financial Planner: Path to Adviser in Plymouth 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
