atomos wealth is seeking a Junior Financial Planner to join a structured development path and build deep client relationships under the guidance of a senior adviser. You will gain exposure to high‑net‑worth client scenarios, develop technical skills, and participate in lead generation while advancing toward an adviser role.
You’ll work with CRM systems (Xplan), use AI tools to support analysis, and benefit from a clearly defined Junior Financial Planner pathway that facilitates progression
#J-18808-LjbffrJunior Financial Planner — Remote Development Path to Adviser 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.