Atomos Wealth is seeking a proactive Client Administrator to support Financial Planners and their clients from our London office. You will manage admin processes underpinning professional financial advice, ensuring accurate, timely, and efficient service throughout the client journey.
You will help advisers stay focused on relationships and advice delivery, completing post-meeting actions and maintaining audit-ready records in Xplan. This role offers growth and a dynamic, fast-paced environment.
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Financial Planning Client Support Specialist Remote 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.
