Atomos Investments Limited seeks a dedicated financial planning support specialist to provide client-facing assistance within a high-net-worth team. You will own outcomes, manage client cases from instruction to completion, and coordinate across internal teams, providers and advisers to deliver exceptional service.
The role focuses on owning client workflows, ensuring accurate servicing, and supporting a Chartered Financial Planner/Director in delivering tailored wealth management solutions to a
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Senior Client Support - Wealth Planning Mastery (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.
Contact Details:
Atomos Investments Limited Recruitment Team
