At a Glance
- Tasks: Manage client relationships and support financial planning processes.
- Company: Dynamic financial planning firm with a focus on mentorship and development.
- Benefits: Competitive pension, private medical insurance, and flexible working options.
- Other info: Join a supportive team and enjoy a structured pathway to becoming a financial adviser.
- Why this job: Gain hands-on experience with high-net-worth clients and advance your career in financial planning.
- Qualifications: Level 4 qualified in Financial Planning with strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
You’re already established within Financial Planning and are now approaching the point of becoming a fully qualified Financial Planner. You’re looking for a role that bridges the final step, offering deeper client responsibility, advanced technical exposure, and a clear, supported route into an adviser position in the near term.
This role is centred around client relationship management and adviser development. You will work closely with a Financial Planner with a substantial client base, gaining exposure to high‑net‑worth clients and complex planning scenarios. Over an expected one to two year development period, you will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.
Accountabilities
- Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
- Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
- Review existing financial plans to ensure they continue to meet client needs.
- Write financial planning reports as part of the onboarding process.
- Review suitability reports and provide technical input for client meetings.
- Prepare detailed cashflow reports.
- Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
- Support occasional suitability report writing during peak periods.
- Attend networking events and begin building your professional profile.
- Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.
This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.
Skills and Experience
- Level 4 qualified (e.g. CII) in Financial Planning.
- Strong understanding of financial planning processes and client service.
- Technical capability across pensions, tax, cashflow modelling, and financial planning research.
- Excellent communication skills and confidence engaging with clients.
- Strong organisational skills and the ability to manage multiple priorities.
- Experience with CRM systems (we use Xplan) and strong Excel skills.
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.
Financial Planning Associate - Plymouth employer: atomos wealth
Join a dynamic team in Plymouth where your career as a Financial Planning Associate will flourish. With a strong focus on mentorship and professional development, you'll gain invaluable experience working with high-net-worth clients while enjoying a supportive work culture that values agility and innovation. Our competitive benefits package, including a generous pension scheme and private medical insurance, ensures you are well taken care of as you transition into a fully qualified adviser role.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Associate - Plymouth
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like atomos wealth. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Associate - Plymouth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to atomos wealth.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on atomos wealth's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at atomos wealth
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with atomos wealth.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at atomos wealth will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former atomos wealth employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
