At a Glance
- Tasks: Support Financial Planners by managing client administration and ensuring smooth operations.
- Company: Atomos Wealth, a dynamic financial planning firm based in Chester.
- Benefits: Flexible remote work, competitive salary, and opportunities for professional growth.
- Other info: Join a supportive environment focused on teamwork and client success.
- Why this job: Be a vital part of a team that enhances client relationships and delivers quality financial advice.
- Qualifications: Strong organisational skills and experience with CRM systems preferred.
The predicted salary is between 31500 - 38500 £ per year.
atomos wealth in Chester is seeking a highly organised Client Administrator to support Financial Planners by managing the administrative foundations of high‑quality financial advice.
You will help planners focus on building client relationships while ensuring all client administration runs smoothly and on time.
The role involves keeping client reviews supported by suitability reports, maintaining the CRM, and coordinating annual reviews with timely meeting packs.
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Client Administrator - Remote Financial Planning Support in Chester employer: atomos wealth
As a leading financial services firm based in Marlow, we pride ourselves on being an excellent employer that fosters a dynamic and supportive work culture. Our commitment to employee growth is evident through tailored training programs and coaching opportunities, ensuring that our team members thrive in their roles while enjoying the flexibility of an agile work environment. With regular travel to regional offices, employees can build strong connections across the organisation, making every day both meaningful and rewarding.
