Atomos Wealth is seeking a dedicated financial planner support specialist to provide end-to-end client service for a portfolio of high-net-worth clients. You will work closely with a Chartered Financial Planning Director to ensure accurate delivery of instructions, valuations and servicing, while coordinating with internal teams and advisers.
The role emphasizes ownership, proactive problem-solving and a strong eye for detail in a fast-paced, compliant environment.
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Wealth Client Support Specialist - Remote in London 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.
