atomos wealth is looking for a highly organised Client Administrator to support our Financial Planners by handling the administrative foundations of high-quality financial advice. This busy role focuses on enabling advisers to build strong client relationships.
Based in Bristol or Manchester, you will manage client reviews, collect documents, and keep CRM data accurate, while delivering excellent service in a fast-paced, friendly office.
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Remote-Ready Client Administrator for Wealth Planning 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.
