Atomos Investments Limited is seeking a proactive Financial Planning Assistant to support our senior Financial Planners in delivering high-quality service to high-net-worth clients. You will manage client relationships from start to finish, handle administrative tasks, and assist with reports and financial planning cash-flow analysis.
Working closely with the planning team, you will prepare suitability reports, conduct financial research using approved tools, and ensure client records are
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Remote Financial Planning Associate – Client Reports in Plymouth 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.
Contact Details:
Atomos Investments Limited Recruitment Team
