Client Support - Financial Planning

atomos wealth; Fareham; A distancia; GBP 32.000 - 42.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

26 days annual leave plus bankholidays

Private Medical Insurance

Life Assurance (4x salary)

Group Income Protection

Work From Anywhere policy

Descripción de la vacante

atomos wealth is seeking a Financial Planning Administrator who takes pride in creating seamless client journeys and becoming an indispensable partner to advisers and clients alike. You will have 2+ years' experience supporting advisers and clients, with a strong understanding of financial planning products and processes.

This role sits at the heart of client delivery, ensuring accuracy, timeliness and high-quality service, while enabling advisers to build relationships and deliver compliant

Formación

• 2+ years' experience in a Financial Planning Administrator role.
• Good knowledge of financial planning products, including pensions, investments, and protection.
• Highly organised, with strong prioritisation skills and the ability to manage multiple tasks effectively.
• Excellent attention to detail and commitment to accuracy.
• Strong written and verbal communication skills, with a professional and client-centric approach.
• Comfortable working with modern technology, cloud-based systems, and AI-enabled tools to improve efficiency and client outcomes.

Responsabilidades

• Ensure all client reviews are supported by suitability reports and required documentation, proactively monitoring progress and escalating outstanding cases where required.
• Maintain client records within Xplan, ensuring all information is accurate, up to date, and compliant.
• Keep client files organised, complete, and audit-ready at all times.
• Support Financial Planners with annual review scheduling, meeting preparation, client segmentation activities, and service delivery requirements.
• Build strong relationships with clients and Financial Planners, ensuring all post-meeting actions are completed accurately and within agreed service levels.

Conocimientos

Organisation

Prioritisation

Attention to detail

Communication

Client-centric

Herramientas

Xplan

Cloud-based systems

AI-enabled tools

Descripción del empleo

We're looking for a Financial Planning Administrator who takes pride in creating seamless client journeys and becoming an indispensable partner to advisers and clients alike. You will have 2+ years' experience supporting advisers and clients. You have a strong understanding of financial planning products and processes, thrive in a fast-paced setting, and take pride in delivering exceptional client service.

This role is ideal for a high-performing Financial Planning Administrator who enjoys being at the heart of client delivery, values quality over simply processing tasks, and is looking for an environment where their expertise, judgement and contribution will genuinely be valued. If you're someone who enjoys staying one step ahead, loves problem-solving, and takes pride in delivering exceptional service, we'd love to hear from you.

About the role

As a key member of the team, you'll manage the administrative processes that underpin the delivery of professional financial advice, ensuring every client interaction is supported by accurate, timely, and efficient administration.

You'll be the engine behind a seamless client journey, helping advisers stay focused on building relationships and delivering advice, while ensuring all client servicing activities are completed to the highest standard.

Accountabilities

• Ensure all client reviews are supported by suitability reports and required documentation, proactively monitoring progress and escalating outstanding cases where required.
• Maintain client records within Xplan, ensuring all information is accurate, up to date, and compliant.
• Keep client files organised, complete, and audit-ready at all times.
• Support Financial Planners with annual review scheduling, meeting preparation, client segmentation activities, and service delivery requirements.
• Build strong relationships with clients and Financial Planners, ensuring all post-meeting actions are completed accurately and within agreed service levels.

Skills and Experience

• 2+ years' experience in a Financial Planning Administrator role.
• Good knowledge of financial planning products, including pensions, investments, and protection.
• Highly organised, with strong prioritisation skills and the ability to manage multiple tasks effectively.
• Excellent attention to detail and commitment to accuracy.
• Strong written and verbal communication skills, with a professional and client-centric approach.
• Comfortable working with modern technology, cloud-based systems, and AI-enabled tools to improve efficiency and client outcomes.
• 26 days annual leave plus bank holidays.
• Private Medical Insurance.
• Life Assurance (4x salary).
• Group Income Protection.
• Work From Anywhere policy.

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