Atomos in London is seeking a dedicated financial planning support specialist to own outcomes across a portfolio of high-net-worth clients. You will coordinate with a Chartered Financial Planner and Planning Director to ensure exceptional service, progressing client work and delivering accurate servicing across stages.
You will manage priorities, maintain quality records, and build trusted relationships while driving regulatory-compliant solutions and timely client deliverables.
#J-18808-Ljbffr
Senior Wealth Planning Support Specialist in 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.
