At a Glance
- Tasks: Lead onboarding and integration of Financial Planners into Atomos while managing multiple transition programmes.
- Company: Join a dynamic financial planning firm focused on innovation and collaboration.
- Benefits: Enjoy a competitive pension scheme, private medical insurance, and a flexible work-from-anywhere policy.
- Other info: Opportunity for continuous improvement and professional growth in an agile working environment.
- Why this job: Shape the future of financial planning and make a real impact in a collaborative environment.
- Qualifications: Experience in financial planning, project management, and strong stakeholder engagement skills.
Career: You may currently be a Transition Manager, Integration Lead, Change Manager, Project Manager or Senior Operations professional within financial planning or wealth management. This role offers the opportunity to broaden your exposure across the business while building experience in acquisition integration, onboarding strategy, change management and leadership. You'll work closely with senior stakeholders and play a key role in shaping how Financial Planners and acquired firms successfully transition into Atomos.
About the Role: Reporting to the Head of Financial Planning Transition & Onboarding, you'll support the successful onboarding of Financial Planners and integration of acquired businesses into Atomos. You'll act as a key delivery lead across multiple transition programmes, coordinating activity across Financial Planning, Operations, Client & Adviser Support teams and wider stakeholders. Acting as deputy, you'll help ensure integrations are delivered efficiently, risks are managed effectively and Financial Planners are set up for long-term success. As a highly collaborative role, regular travel across Atomos offices will be required to build relationships with key stakeholders and support the successful delivery of transition and integration activities.
Accountabilities:
- Support the delivery of Financial Planner onboarding and acquisition integration activity across Atomos.
- Act as deputy to the Head of Financial Planning Transition & Onboarding, maintaining momentum across programmes and escalating strategic decisions when required.
- Develop and manage detailed transition and onboarding plans.
- Coordinate activity across Financial Planning, Operations, hubs and key business stakeholders.
- Track delivery against timelines, milestones and key objectives.
- Identify, manage and mitigate delivery risks and issues.
- Lead communication and stakeholder engagement throughout the onboarding process.
- Provide day-to-day support and leadership to the Transition & Onboarding team.
- Develop scalable onboarding and learning solutions that improve adoption, knowledge and speed to competence.
- Drive continuous improvement through feedback, reporting, performance metrics and lessons learned.
Skills and Experience:
- Level 4 Diploma in Financial Planning preferred (CII, CISI or LIBF).
- Experience leading Financial Planner onboarding, transition, integration or acquisition activity.
- Strong understanding of the financial planning or wealth management sector.
- Experience in creating eLearning through a Learning Management System (we use Sana).
- Proven project management and delivery experience.
- Experience coordinating multiple workstreams and competing priorities.
- Excellent stakeholder management and communication skills.
- Strong planning, organisation and resource management capabilities.
- Ability to identify, analyse and resolve complex delivery challenges.
- Experience operating as a deputy or senior delivery lead.
- Knowledge of change management methodologies and continuous improvement practices.
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.
Deputy Lead, Financial Planning Transition & Onboarding in Bristol employer: Atomos
Atomos is an exceptional employer that fosters a dynamic and collaborative work culture, making it an ideal place for professionals in financial planning and wealth management. With a strong focus on employee growth, Atomos offers comprehensive benefits including a competitive pension scheme, private medical insurance, and a flexible 'Work From Anywhere' policy, ensuring that team members can thrive both personally and professionally. The opportunity to engage with senior stakeholders and lead critical transition programmes not only enhances your career trajectory but also contributes to the long-term success of Financial Planners and acquired firms within the organisation.
StudySmarter Expert Advice🤫
We think this is how you could land Deputy Lead, Financial Planning Transition & Onboarding in Bristol
✨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. 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 Deputy Lead, Financial Planning Transition & Onboarding in Bristol
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.
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'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
✨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.
✨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 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 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.
