About this role

Deliver exceptional client service to HNW clients, building trust through clear communication and consistent updates
Provide financial plans and advice that meet regulatory standards and support client goals
Manage ongoing review processes in line with client service agreements
Maintain fully compliant and well documented client files
Offer intelligent, proactive and creative solutions to client issues
Represent and articulate the Atomos proposition confidently and professionally

Level 4 Diploma in Financial Planning or Chartered status.
Strong knowledge of key financial planning areas: investment, retirement, protection, and estate planning
Proven experience working with a full range of provider products and services.
Confident using CRM and cashflow modelling tools with a strong interest in exploring how AI tools can enhance our operations.
Minimum 3+ years in a client‑advisory or technical role, building and maintaining strong relationships
A client‑centric approach with excellent communication and problem‑solving skills that delivers on trust and solutions.

Financial Planner

Key skills