At a Glance
- Tasks: Lead onboarding and integration of Financial Planners, driving change and building relationships.
- Company: Dynamic financial planning firm focused on innovation and collaboration.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible work options.
- Other info: Opportunity for travel and exposure to senior leadership across 15 UK offices.
- Why this job: Shape the future of financial planning while accelerating your career in a collaborative environment.
- Qualifications: Experience in financial planning transitions and strong project management skills required.
The predicted salary is between 60750 - 74250 £ per year.
You prefer creating momentum over maintaining the status quo. You might currently be a Transition Manager, Integration Lead, Change Manager, Project Manager or senior operations professional, but you're looking for more influence, more visibility and a bigger seat at the table. You love navigating change, building relationships and solving complex people and business challenges. If you're happiest managing the same process year after year, this probably isn't the role for you. You want exposure to acquisitions, integration and business transformation. You want to work closely with senior leaders, shape decision-making and gain experience that positions you for future leadership opportunities across operations, change or business management.
You'll help Financial Planners and acquired firms transition successfully, while building a skillset that will accelerate your career beyond traditional project delivery.
About the Role
Reporting to the Head of the department, 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, Hubs 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 our network of 15 UK 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.
Transition & Onboarding Manager - Financial Planning 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 Transition & Onboarding Manager - Financial Planning in Bristol
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Atomos. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Atomos.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Atomos. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Transition & Onboarding Manager - Financial Planning in Bristol
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Atomos and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Atomos how you can be a team player!
How to prepare for a job interview at Atomos
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Atomos.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Atomos's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
