ATOMOS WEALTH is seeking a highly organised Financial Planning administrator to support our Financial Planners and clients. You will manage the administrative foundations of high-quality financial advice, ensuring reviews, data integrity, and timely delivery.
This role offers exposure to planners, growth opportunities, and a busy, friendly office environment in Manchester. You will work with CRM (Xplan), schedule annual reviews, and handle client queries with a proactive mindset.
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Financial Planning Client Administrator - Remote & Growth in Manchester 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.
