Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client relationships and support Financial Planners with detailed reports and research.
- Company: Ambitious financial planning firm focused on high-net-worth clients.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible work options.
- Other info: Dynamic role with opportunities for growth and diverse tasks.
- Why this job: Gain hands-on experience in financial planning while working closely with top professionals.
- Qualifications: Level 4 qualified in Financial Planning with strong Excel and communication skills.
The predicted salary is between 35000 - 45000 £ per year.
You've started your career in Financial Planning and are ready for the next step in a growing firm with big ambitions. You want to work with an ambitious management team, supporting our Financial Planners to deliver excellence for their high-net-worth clients.
About the role
You will take ownership of client relationships from beginning to end and follow administrative tasks through to completion. You’ll work alongside a highly detail‑driven, top‑billing Financial Planner who consistently attracts high‑quality prospects and continues to grow a substantial and expanding client portfolio. You will assist with processing new business and client reviews, diary management, liaising with clients and scheduling appointments.
Your role will also involve preparing suitability reports, updating existing or creating new financial planning cash-flow reports, and, when requested, producing and calculating both tax and pension calculations changes. You will conduct comprehensive financial research on products and investments using approved research tools. This is an integral role with a unique level of exposure to a senior Financial Planner, supporting them to provide high-quality financial planning, with a focus on high-net-worth clients and exceptional client service.
Accountabilities
- Proactively anticipate and support client needs, finding solutions for ad-hoc requests.
- Provide high-quality service to private clients, as a bedrock to the Financial Planners’ specialist financial planning services.
- Support Financial Planners with writing suitability reports and prepare detailed review presentation reports for key clients.
- Ownership of processes e.g. scheduling reviews, booking appointments, communication with clients and providers.
- Deliver against organisational key results and objectives, adding value to their achievement.
- Ensure comprehensive client records are accurate and up to date at all times.
- Provide Financial Planners with precise and thorough research and calculations, showing your technical knowledge and capability.
Skills and Experience
- Level 4 qualified or higher in Financial Planning (ideally through CII).
- High level of knowledge and understanding of the processes and how a Financial Planning firm works.
- Good understanding and technical knowledge and able to do basic pension, tax calculations by hand and use cash flow tools (Voyant, FinCalc), financial planning research, and writing suitability reports.
- Excellent Excel skills – e.g. Pivot tables, VLookups.
- Experience of using a CRM (we use Xplan).
- A professional and personable communicator who enjoys engaging with clients.
- Able to work to deadlines whilst producing accurate work.
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.
Financial Planning Associate - London employer: Atomos
Contact Detail:
Atomos Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Associate - London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to refer you to someone looking for a Financial Planning Associate.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client service and be ready to discuss how you can contribute to their ambitious goals. Tailor your answers to show that you’re not just a fit for the role, but also for their culture.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your responses and boost your confidence. Focus on articulating your experience with client relationships and your technical skills in financial planning.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and contributing to our mission of delivering excellence for high-net-worth clients.
We think you need these skills to ace Financial Planning Associate - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Planning Associate role. Highlight your qualifications, especially if you’re Level 4 qualified or higher, and showcase any relevant experience in financial planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our ambitious team. Be sure to mention your understanding of client relationships and your attention to detail.
Showcase Your Technical Skills: We love candidates who are tech-savvy! Make sure to mention your Excel skills, experience with CRM systems like Xplan, and any familiarity with cash flow tools. This will show us you’re ready to hit the ground running.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values.
How to prepare for a job interview at Atomos
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions and tax calculations. Be ready to discuss how you've applied this knowledge in previous roles or studies, as it shows you're not just book-smart but also practical.
✨Showcase Your Client Skills
Since you'll be dealing with high-net-worth clients, it's crucial to demonstrate your communication skills. Prepare examples of how you've successfully managed client relationships in the past, highlighting your ability to anticipate their needs and provide exceptional service.
✨Get Familiar with Tools
Familiarise yourself with the tools mentioned in the job description, like cash flow tools and CRM systems. If you have experience with Xplan or similar software, be ready to discuss how you've used these tools to enhance your work efficiency.
✨Prepare for Technical Questions
Expect some technical questions during the interview. Brush up on your Excel skills, especially Pivot tables and VLookups, and be prepared to explain how you would approach creating suitability reports or conducting financial research.