Client Support Associate

3 days ago


Marlow, United Kingdom atomos Full time
Job Title: Client Support Associate

Company Overview:
Atomos is a Financial Planning firm based in Marlow, supporting clients with their financial needs. We provide comprehensive planning and advice both in-person and digitally to help them achieve their goals.

About the Role:
You will support our Financial Planners in a hands-on role with exposure to various aspects of Financial Planning. The role is based in our Marlow office, but you may engage in various tasks and projects remotely.

Key Responsibilities:
  • Liaise with 3rd party providers for policy details and obtaining policy illustrations.
  • Collate together data and reports, liaising with internal teams to provide information sent to clients.
  • Collaborate with the local team and other Hubs across the network to streamline and innovate processes and strategies.

Required Skills and Qualifications:
  • Experience working within a Wealth Management, Financial Planning or IFA firm.
  • Experience working with a CRM (training provided).
  • Comfortable using Excel - producing V:lookups, Pivot tables.

Estimated Salary: £35,000 - £45,000 per annum, depending on experience.

Benefits:
  • Competitive Pension Scheme - employer contributes 6%, employee contributes 3%
  • 26 days holiday plus bank holidays
  • Private Medical Insurance
  • Life Assurance (4x)
  • Group Income Protection
  • Flexible Work Arrangements


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