At a Glance
- Tasks: Support Financial Planners by managing client reviews and maintaining accurate CRM data.
- Company: Join atomos wealth, a dynamic firm focused on high-quality financial advice.
- Benefits: Enjoy remote work flexibility, competitive salary, and a supportive team environment.
- Other info: Fast-paced, friendly office atmosphere with opportunities for growth.
- Why this job: Be the backbone of client relationships and make a real difference in financial planning.
- Qualifications: Strong organisational skills and a passion for delivering excellent service.
The predicted salary is between 30000 - 40000 £ per year.
atomos wealth is looking for a highly organised Client Administrator to support our Financial Planners by handling the administrative foundations of high-quality financial advice.
This busy role focuses on enabling advisers to build strong client relationships.
Based in Bristol or Manchester, you will manage client reviews, collect documents, and keep CRM data accurate, while delivering excellent service in a fast-paced, friendly office.
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We think you need these skills to ace Remote-Ready Client Administrator for Wealth Planning
Organisational Skills
Client Relationship Management
Administrative Skills
Attention to Detail
CRM Software Proficiency
Document Management
Communication Skills
