Client Manager - Financial Planning - East Midlands

Atomos; Nottingham; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Atomos, a leading firm in financial planning, seeks a Client Manager to provide financial advice and build relationships with clients. In this hybrid role, you will have the support of experienced mentors and a clear pathway to becoming a Financial Planner within two years, making a meaningful impact on clients’ financial journeys.

Benefits

Pension - 6% employer and 3% employee

26 days holiday plus bank holidays

Private medical insurance

4 x Life Assurance

Group income protection

Flexible working for up to 4 weeks

Qualifications

• Ambitions to become an adviser within 2 years.
• Experience in client management within financial advisory.
• Optimistic person who loves helping others.

Responsibilities

• Provide desk-based financial advice to clients.
• Build strong relationships and deliver expert advice.
• Identify new opportunities for tailored advice.

Skills

Client management

Understanding of retail investments

Understanding of pensions

Collaboration

Achieving targets and KPIs

Education

Level 4 Diploma in Financial Planning

Job description

CareerYou have expertise in Financial Planning and dream of building strong client relationships. You might be a Paraplanner, or in a similar role already, and you are looking to become part of the next generation of Financial Planners.

If you are looking for an exciting, structured pathway to becoming a Financial Planner within the next two years, we'd love to hear from you.

About the roleWe're offering more than just a job; this is your opportunity to grow, learn, and develop under the guidance of our Head of FP Transition & On-boarding. You'll focus on clients with straightforward financial planning needs, giving you the chance to refine your skills whilst making a meaningful impact on our clients' financial journeys.

As a Client Manager based in our East Midlands office, you'll:

• Provide desk-based financial advice to an established client bank.
• Build strong relationships and deliver targeted, expert advice.
• Follow up on a steady stream of quality leads to develop a growing client portfolio.
• Leverage top-tier technology and resources to ensure a seamless client experience.

In return, we'll offer you:

• Ongoing support to advance your qualifications and career.
• A clear pathway to becoming a Financial Planner within two years.
• Hands-on mentoring from experienced leaders in the field.
• The chance to make a real difference in clients' lives while growing your own future.

Accountabilities

• Engage with existing clients to review needs and requirements.
• Ensure our clients are well positioned to meet their financial goals, offering tailored financial advice across investments, pensions, and protection.
• Identify new opportunities to deliver tailored advice or other wealth management services.
• Collaborate with administrative support teams to ensure a seamless client experience.
• You will deliver exceptional client service, to manage and grow client relationships.

Skills and Experience

• Level 4 Diploma in Financial Planning (or 1 exam away)
• Ambitions to become an adviser within 2 years.
• Understanding of retail investments and pensions.
• Experience in client management or support, ideally within financial advisory or wealth management.
• Love collaborating with colleagues across different teams and locations.
• Optimistic person who loves helping others.
• Consistent achiever of targets and KPIs wherever you've had them.

Benefits

• Pension - 6% employer and 3% employee
• 26 days holiday plus bank holidays
• Private medical insurance
• 4 x Life Assurance
• Group income protection
• Working anywhere for up to 4 weeks

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Department Financial Planning Locations Nottingham Remote status Hybrid