Financial Planning Assistant

4 weeks ago


Marlow, United Kingdom atomos Full time

Career Opportunities at Atomos


We are seeking a highly organized and detail-oriented individual to join our dynamic financial planning team as a Financial Planning Assistant. As a key member of our team, you will play a crucial role in supporting our financial planners by managing various administrative tasks.


About the Role


Based in our Marlow office, you will be responsible for coordinating financial planners' diaries, arranging client meetings, and responding to enquiries. You will also be required to liaise with 3rd party providers and navigate provider platforms, as well as keep systems updated with accurate data within specified deadlines.


Key Accountabilities


  • Liaise with 3rd party providers and navigate provider platforms.
  • Co-ordinate Financial Planner's diaries and arrange client meetings.
  • Respond to enquiries, liaising directly with high net worth clients.
  • Keep systems updated with accurate data, within specified deadlines.

Skills and Experience


  • Previous experience in a similar admin role within financial services.
  • Proficient with Microsoft Office suite, especially Excel and CRM systems.

Benefits


  • Competitive Pension Scheme - employer contributes 6%, you contribute 3%
  • 26 days holiday plus bank holidays
  • Private Medical Insurance
  • Life Assurance (4x)
  • Group Income Protection
  • Flexible Working Policy - balance office and home work

At Atomos, we offer a dynamic and agile working environment that allows you to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally.



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