- Support the delivery of Financial Planner onboarding and acquisition integration activity across Atomos
- Act as deputy to the Head of Financial Planning Transition & Onboarding
- Maintain momentum across programmes and elevate 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
- Drive continuous improvement through feedback, reporting, performance metrics and lessons learned
Requirements
- 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
- Regular travel across Atomos offices required
Core Competencies
Demonstrates expertise in Financial Planner onboarding and transition management, with a strong focus on stakeholder engagement, project delivery, and continuous improvement practices. Proficient in developing scalable onboarding solutions and managing complex delivery challenges within the financial planning sector.
Highest-signal resume keywords
- Level 4 Diploma In Financial Planning
- Financial Planner Onboarding Experience
- Project Management Experience
- Stakeholder Management Skills
- Change Management Methodologies
Hard Skills
- Onboarding Planning
- Transition Management
- Delivery Risk Management
- Performance Metrics Analysis
- ELearning Development
Soft Skills
- Leadership
- Communication Skills
- Organizational Skills
- Problem-Solving
Certifications & Qualifications
- CII
- CISI
- LIBF
Industry Keywords
- Financial Planning
- Wealth Management
- Continuous Improvement
- Stakeholder Engagement
- Integration Activity
Tools & Technologies
- Learning Management System
- Sana
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Deputy Lead, Financial Planner Onboarding employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
