Atomos in London is seeking a meticulous File Checker to support our financial planning team. You will perform sample checks of client files, ensure regulatory compliance and firm policies, and help maintain high-quality advice.
You will review pensions, investments, and protection products, identify gaps, and report findings with clear feedback to Financial Planners. The role offers hybrid working options and opportunities to contribute to process improvements.
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Remote Advice Quality Auditor in City of London 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.
