atomos wealth in Plymouth is seeking a proactive Financial Planning Assistant to support senior Financial Planners with high-net-worth clients. You will own client relationships, assist with new business, reviews, diary management, and suitability reports, delivering accurate planning calculations and research.
This varied role offers exposure to senior planners, a path to becoming a Financial Planner, and the opportunity to help deliver exceptional client outcomes within a growing firm.
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Financial Planning Associate - Client Impact & Growth (Remote) 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.
