atomos wealth is seeking a Financial Planning Administrator who takes pride in creating seamless client journeys and becoming an indispensable partner to advisers and clients alike. You will have 2+ years' experience supporting advisers and clients, with a strong understanding of financial planning products and processes.
This role sits at the heart of client delivery, ensuring accuracy, timeliness and high-quality service, while enabling advisers to build relationships and deliver compliant
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Client-Focused Financial Planning Administrator — Remote & WFA in Fareham employer: atomos wealth
At atomos wealth, we pride ourselves on being an exceptional employer in the West of England, offering a dynamic work culture that fosters collaboration and innovation. Our commitment to employee growth is evident through tailored development opportunities and a supportive environment where your contributions are valued. Join us to lead a dedicated team and make a meaningful impact in the wealth management sector while enjoying the benefits of a flexible and agile workplace.
