Senior FP Transition & Onboarding Lead

Senior FP Transition & Onboarding Lead

Full-Time No working from home possible
atomos wealth

atomos wealth is seeking a Transition Manager/Delivery Lead to drive onboarding and integration of Financial Planners and acquired firms. You will collaborate with senior stakeholders and deliver across Transition & Onboarding programmes, ensuring efficient integration, risk management, and long-term success.

You will travel across Atomos offices to build relationships and lead important transition activities with cross-functional teams.

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Senior FP Transition & Onboarding Lead 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.

atomos wealth

Contact Details:

atomos wealth Recruitment Team