Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients achieve financial goals with personalised planning and proactive solutions.
- Company: Dynamic wealth management firm transforming the industry with a supportive culture.
- Benefits: Competitive pension, 26 days holiday, private medical insurance, and flexible working options.
- Why this job: Make a real impact in clients' lives while growing your career in a close-knit team.
- Qualifications: 3+ years as a Financial Planner, Diploma qualified, and strong relationship-building skills.
- Other info: Engaging work environment with opportunities for continuous professional development.
The predicted salary is between 50000 - 60000 £ per year.
Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations.
You’re 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, high performing team where your ideas matter and your impact is visible. You’ll play a pivotal role in guiding clients with clarity and conviction and helping them achieve outcomes they didn’t think possible.
As a Financial Planner based in Plymouth, you will support clients across Plymouth, Devon, and the South West in achieving their financial goals, developing plans that maximise their resources, and guiding them through their financial life events. You’ll be part of a smaller, focused team where your contribution is visible and valued. You’ll 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 - because every client’s 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 results-focused in line with client service agreements.
- Solve Challenges Before They Happen: Offer intelligent, proactive solutions to client issues - 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.
- Have at least 3 years’ experience as a Financial Planner.
- Are Diploma qualified (at least level 4) in Financial Planning.
- Have a current SPS.
- Confident using CRM and cashflow modelling tools.
- Have a track record of building client relationships and converting opportunities into long-term clients.
- Believe in holistic financial planning rather than product-led advice.
- Take ownership of outcomes and focus on solutions.
- Want to build something meaningful, not simply maintain an existing client book.
- Enjoy collaborating and contributing to a strong team culture.
- Take a long-term approach to clients and your own career.
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- 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.
Financial Planner - Plymouth employer: atomos wealth
Contact Detail:
atomos wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Plymouth
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend local events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that dream role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of how you've turned numbers into strategies and made a real impact for clients. Let them see the value you bring!
✨Be Proactive
Don’t just wait for job openings to pop up. Reach out to companies you admire, like ours, and express your interest. A little initiative can go a long way in showing you're serious about joining a high-performing team.
✨Keep Learning
Stay on top of industry trends and continue your professional development. This not only boosts your skills but also shows potential employers that you’re committed to growth. Plus, it gives you great talking points during interviews!
We think you need these skills to ace Financial Planner - Plymouth
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through. We want to see that you’re not just looking for a job, but that you’re genuinely excited 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 that match our job description. Highlight your experience in building client relationships and how you’ve turned numbers into actionable strategies.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key achievements stand out. Remember, we want to understand your impact quickly!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at atomos wealth
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your ability to turn numbers into actionable strategies. Brush up on financial concepts and be ready to discuss how you've successfully transformed data into client solutions in the past.
✨Showcase Your Client Relationships
Be prepared to share specific examples of how you've built and maintained strong client relationships. Highlight instances where your proactive approach has led to successful outcomes, as this aligns with the company's focus on personal financial planning.
✨Understand the Company’s Proposition
Familiarise yourself with the company’s financial planning proposition inside out. This will not only help you answer questions confidently but also allow you to articulate how your skills and experience align with their mission to change wealth management.
✨Emphasise Team Collaboration
Since the role involves working closely with a small team, be ready to discuss your experiences in collaborative environments. Share how you’ve contributed to team success and how you plan to bring that same spirit to their close-knit team.