Atomos Wealth is seeking an experienced Financial Planner, Financial Adviser or Senior Paraplanner transitioning to a Financial Planning Business Analyst role. You will bridge planners, advisers and operations to design practical, scalable change across wealth management offerings.
You will analyse current processes, identify opportunities for improvement and help translate requirements into clear documentation and workflows that support compliant, client‑focused advice.
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Financial Planning Transformation Analyst - Remote 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.
