Junior Financial Planner β€” Client-Focused, Path to Adviser in Plymouth

Junior Financial Planner β€” Client-Focused, Path to Adviser in Plymouth

Plymouth Full-Time On-site
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Atomos in Plymouth, UK is seeking a Junior Financial Planner to support adviser development and client engagement. You will work closely with a seasoned Financial Planner to gain exposure to high-net-worth clients and complex planning scenarios.

Over a 1–2 year development period, you will build practical skills in client engagement, professional networking, and lead generation, aiming for progression into an adviser role. You will use AI-driven tools to enhance analysis and efficiency.

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Junior Financial Planner β€” Client-Focused, Path to Adviser in Plymouth 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.

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Contact Details:

Atomos Recruitment Team