Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients achieve their financial goals with personalised planning and proactive solutions.
- Company: Join a dynamic team at atomos wealth in London, where your ideas truly matter.
- Benefits: Enjoy private medical insurance, life assurance, and a flexible work-from-anywhere policy.
- Why this job: Make a real impact on clients' lives while growing your career in finance.
- Qualifications: Level 4 Diploma in Financial Planning and 3 years of client-facing experience required.
- Other info: Collaborative environment with opportunities for continuous professional development.
The predicted salary is between 28800 - 48000 ÂŁ per year.
Join to apply for the Financial Planner â London role at atomos wealth. You are a driven and dynamic Financial Planner with a hunger for success and a passion for delivering exceptional client service. You want to join a close-knit, highâperforming team where your ideas matter and your impact is visible. You will play a pivotal role in our London operation, guiding clients with clarity and conviction, and helping them achieve outcomes they didnât think possible. As you drive better client outcomes, you will lift the team â and a stronger team means more clients benefit, giving you the platform to expand your influence and success.
About the Role
As a Financial Planner in London, you will support clients in achieving their financial goals, developing plans that maximise their resources and guide them throughout their financial life events. You will work alongside our Head of Office as part of a smaller, focused team where your contribution is visible and valued. You will start with an existing client base, and gain more as you deliver results.
Accountabilities
- Shape Futures, Not Just Plans: Deliver financial planning that feels personal â because every clientâs story is unique.
- Turn Numbers into Strategies: Transform numbers into smart, actionable strategies.
- Be the Trusted Voice: Connect with clients, understand their needs, and make complex advice clear and understandable.
- Keep Reviews on Track: Lead regular reviews to keep plans fresh, relevant, and resultsâfocused in line with client service agreements.
- Solve Challenges Before They Happen: Offer intelligent, proactive solutions to client issues â thinking ahead and responding fast.
- Know our Proposition Inside Out: Learn, understand, and confidently articulate all aspects of our financial planning proposition.
- Keep Growing: Complete Continuous Professional Development to meet regulatory requirements and your personal growth goals.
- Record Every Detail: Maintain detailed and accurate records of client interactions using our CRM.
- Win Together: Work closely with team members, share insights, and continuously improve service delivery.
Skills and Experience
- Level 4 Diploma in Financial Planning.
- Minimum 3 yearsâ experience in a clientâfacing Financial Planning role.
- A current Statement of Professional Standing.
- Confident using CRM and cashflow modelling tools.
- Experience in an advisory or technical role gained within an advisory firm.
- Experience using and delivering a full range of provider products, services, and capabilities.
- Intermediate Excel â vlookups and pivot tables.
- Good energy: you must be able to have conversations with clients that deliver trust and solutions.
- A desire to help our clients make their financial ambitions a reality.
Benefits
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Senior level: MidâSenior. Employment type: Fullâtime. Job function: Finance.
Financial Planner - London employer: atomos wealth
Contact Detail:
atomos wealth Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Financial Planner - London
â¨Network Like a Pro
Get out there and connect with people in the finance industry! Attend networking events, join relevant online forums, and donât be shy about reaching out to potential colleagues on LinkedIn. Remember, itâs all about who you know as much as what you know!
â¨Show Off Your Skills
When you get the chance to meet with potential employers, make sure to showcase your financial planning skills. Bring examples of how you've helped clients achieve their goals and be ready to discuss your strategies. We want to see your passion for delivering exceptional client service!
â¨Prepare for the Interview
Do your homework before the interview! Understand atomos wealth's values and how they align with your own. Prepare questions that show you're genuinely interested in the role and the company. This will help you stand out as a candidate whoâs not just looking for any job, but the right one.
â¨Apply Through Our Website
Donât forget to apply through our website! Itâs the best way to ensure your application gets seen by the right people. Plus, it shows youâre serious about joining our close-knit team and making a real impact in the financial planning world.
We think you need these skills to ace Financial Planner - London
Some tips for your application đŤĄ
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through. We want to see that youâre not just looking for a job, but that you genuinely care about helping clients achieve their financial goals.
Tailor Your Application: Make sure to customise your CV and cover letter to reflect the specific skills and experiences mentioned in the job description. Highlight how your background aligns with our values and the role of Financial Planner at atomos wealth.
Be Clear and Concise: Keep your writing straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your ideas are easy to understand. This will show us that you can communicate effectively with clients.
Apply Through Our Website: We encourage you to submit your application directly through our website. Itâs the best way for us to receive your details and ensures youâre considered for the role. Plus, itâs super easy!
How to prepare for a job interview at atomos wealth
â¨Know Your Numbers
As a Financial Planner, youâll need to demonstrate your ability to turn numbers into actionable strategies. Brush up on key financial concepts and be ready to discuss how you've used data to drive client outcomes in the past.
â¨Personalise Your Approach
Remember, every clientâs story is unique. Prepare examples of how youâve tailored financial plans to meet individual client needs. This will show that you understand the importance of personalisation in financial planning.
â¨Be Proactive
Showcase your problem-solving skills by discussing times when you anticipated client challenges and provided proactive solutions. This will highlight your ability to think ahead and respond quickly, which is crucial for this role.
â¨Engage with the Team
Since you'll be part of a close-knit team, emphasise your collaborative spirit. Share experiences where youâve worked closely with colleagues to improve service delivery or share insights, demonstrating that youâre a team player who values collective success.