Wealth Management Coordinator
1 week ago
At Atomos, we believe that effective financial planning is about more than just numbers. It's about helping our clients achieve their goals and securing their financial future. Our team of experienced Financial Planners provides bespoke advice and support to individuals, businesses and families, helping them navigate the complexities of wealth management.
About the Job:
We are seeking a highly skilled Financial Planning Assistant to join our team. This is an exciting opportunity for an individual who is passionate about finance and committed to delivering exceptional client service. As a Financial Planning Assistant, you will play a key role in supporting our Financial Planners, providing administrative support and contributing to the development of new processes and strategies.
Key Responsibilities:
- Liaise with third-party providers to obtain policy details and illustrations.
- Collate data and reports, liaising with internal teams to provide information to clients.
- Collaborate with local teams and other hubs across the network to streamline and innovate processes and strategies.
Requirements:
- Experience of working within a Wealth Management or IFA firm.
- Excellent communication and organisational skills.
- Ability to work independently and as part of a team.
Benefits:
Our benefits package includes a competitive pension scheme, 26 days holiday plus bank holidays, private medical insurance, life assurance (4x) and group income protection. We also offer a flexible work-from-anywhere policy.
Salary: £38,000 - £50,000 per annum (dependent on experience)
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