Career
You've started your career in Financial Planning and are ready for the next step in a growing firm with big ambitions. You want to work with an ambitious management team, supporting our Financial Planners to deliver excellence for their high-net-worth clients.
About the role
Working closely with our Financial Planners, you'll play a key role in supporting high-net-worth clients throughout their financial planning journey. You'll take ownership of client relationships and administrative processes, assisting with new business, client reviews, diary management, appointment scheduling, suitability reports, cashflow modelling, and financial planning calculations.
This is a varied and rewarding role that offers significant exposure to senior Financial Planners and high-value client relationships, providing an excellent opportunity to develop your technical expertise while helping deliver exceptional client outcomes.
Accountabilities
- Proactively anticipate and support client needs, finding solutions for ad-hoc requests.
- Provide high-quality service to private clients, as a bedrock to the Financial Planners’ specialist financial planning services.
- Support Financial Planners with writing suitability reports and prepare detailed review presentation reports for key clients.
- Ownership of processes e.g. scheduling reviews, booking appointments, communication with clients and providers.
- Deliver against organisational key results and objectives, adding value to their achievement.
- Ensure comprehensive client records are accurate and up to date at all times.
- Provide Financial Planners with precise and thorough research and calculations.
Skills and Experience
- Level 4 qualified or higher in Financial Planning with ambitions of becoming a Financial Planner.
- High level of knowledge and understanding of the processes and how a Financial Planning firm works.
- Good understanding of cash flow planning, financial planning research, and writing suitability reports.
- Excellent Excel skills – e.g. Pivot tables, VLookups.
- Experience of using a CRM (we use Xplan) .
- A professional and personable communicator who enjoys engaging with clients.
- Able to work to deadlines whilst producing accurate work.
Benefits
- 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.
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Financial Planning Associate in Plymouth 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.
