Business Development Professional

11 hours ago


St Asaph, Denbighshire, United Kingdom Atomos Investments Limited Full time
Job Description:
As a Business Development Professional at Atomos Investments Limited, you will play a vital role in shaping our service delivery. You will be responsible for facilitating business operations from diary management and administrative support to case management and client relationship building. This is a busy role that requires someone with a good understanding of financial planning administration and the drive to make a difference from day one.

About the Role

You will work closely with Financial Advisers, coordinating their diaries and arranging client meetings. Your tasks will include preparing documentation for client appointments and meetings, producing annual review meeting packs, and ensuring accurate data entry within specified timelines.

Key Responsibilities:

  • Coordinate Financial Planner's diaries and arrange client meetings
  • Prepare documentation for client appointments and meetings
  • Ensure accurate data entry within specified timelines

Requirements:

  • Experience working in a similar role within Wealth Management, Financial Planning, or Financial Services
  • Good level of knowledge across financial products including pensions, investments, mortgages, and protection
  • Proficient using IT with intermediate Excel skills

What We Offer:

  • Competitive Salary: £40,000 - £50,000 per annum
  • 26 days holiday plus bank holidays
  • Private Medical Insurance
  • Life Assurance (4x)

Our agile working environment means you'll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally.



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