Financial Planner - London
Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations.
Career
We are looking for a bright and dynamic individual to join our team as a Financial Planner. You will work closely with clients to provide personalised financial advice and planning services.
We are a growing firm committed to attracting and nurturing top talent. We value teamwork, adaptability, attention to detail, and creativity. We are looking for someone who reflects these traits and is eager to contribute to our growth.
About the role
As a Financial Planner, you will support clients in achieving their financial goals, developing plans that maximise their resources and guide them throughout their financial life events. You will work in a fast-paced and collaborative environment, necessitating proficiency within our processes, strong communication skills, and the ability to manage time efficiently.
Accountabilities
- Provide personalised financial advice and planning services to clients.
- Analyse clients' financial status and develop strategies to meet their financial goals.
- Communicate effectively with clients to understand their needs and provide tailored advice.
- Manage ongoing reviews in line with client service agreements.
- Provide intelligent and creative solutions to client issues both reactively and proactively.
- Learn, understand and be able to successfully articulate all aspects of the firm’s financial planning proposition.
- Complete Continuous Professional Development to meet regulatory requirements, obtain annual CPD and personal development needs.
- Maintain detailed and accurate records of client interactions and financial plans.
- Collaborate with team members to share insights and improve service delivery.
Skills and Experience
- Hold a Level 4 Diploma in Financial Planning.
- Strong experience in an advisory or technical role gained within an advisory firm.
- Experience using and delivering a full range of provider products, services, and capabilities.
- Minimum of 18 mnths experience in a client-facing role, skilled in building and maintaining excellent client and internal relationships, within all parts of the business.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere in Europe for up to 4 weeks
Join our agile working environment where you will engage in various tasks and projects, keeping work interesting and offering the chance to develop and grow.
- Department
- Financial Planning
- Locations
- London
- Remote status
- Hybrid Remote
Colleagues
Financial Planner - London
Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations.
Loading application form
Already working at atomos?
Let’s recruit together and find your next colleague.