Financial Planning Associate

atomos wealth; Plymouth; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Pension

Holiday 26 days

Private Medical

Life Assurance 4x

Income Protection

Work From Anywhere policy

Job summary

atomos wealth in Plymouth is seeking a proactive Financial Planning Assistant to support senior Financial Planners with high-net-worth clients. You will own client relationships, assist with new business, reviews, diary management, and suitability reports, delivering accurate planning calculations and research.

This varied role offers exposure to senior planners, a path to becoming a Financial Planner, and the opportunity to help deliver exceptional client outcomes within a growing firm.

Qualifications

• Level 4+ Financial Planning qualification required.
• Strong cash flow planning knowledge required.
• Excel skills with Pivot tables and VLOOKUP required.
• CRM experience, preferably Xplan, required.
• Professional, client-facing communicator with deadline discipline.

Responsibilities

• Proactively support client needs and ad-hoc requests.
• Provide high-quality service to private clients to support Financial Planners.
• Assist with writing suitability reports and create detailed review reports.
• Own processes like scheduling reviews and booking appointments.
• Deliver against organisational objectives and maintain up-to-date client records.
• Provide precise research and calculations for financial planning.

Skills

Financial Planning knowledge

Cash flow planning

Excel (Pivot tables, VLOOKUP)

CRM experience (Xplan)

Client communication

Deadline-driven work

Education

Level 4 Financial Planning qualification

Tools

Xplan CRM

Job description

Career

You've started your career in Financial Planning and are ready for the next step in a growing firm with big ambitions. You want to work with an ambitious management team, supporting our Financial Planners to deliver excellence for their high-net-worth clients.

About the role

Working closely with our Financial Planners, you'll play a key role in supporting high-net-worth clients throughout their financial planning journey. You'll take ownership of client relationships and administrative processes, assisting with new business, client reviews, diary management, appointment scheduling, suitability reports, cashflow modelling, and financial planning calculations.

This is a varied and rewarding role that offers significant exposure to senior Financial Planners and high-value client relationships, providing an excellent opportunity to develop your technical expertise while helping deliver exceptional client outcomes.

Accountabilities

• Proactively anticipate and support client needs, finding solutions for ad-hoc requests.
• Provide high-quality service to private clients, as a bedrock to the Financial Planners’ specialist financial planning services.
• Support Financial Planners with writing suitability reports and prepare detailed review presentation reports for key clients.
• Ownership of processes e.g. scheduling reviews, booking appointments, communication with clients and providers.
• Deliver against organisational key results and objectives, adding value to their achievement.
• Ensure comprehensive client records are accurate and up to date at all times.
• Provide Financial Planners with precise and thorough research and calculations.

Skills and Experience

• Level 4 qualified or higher in Financial Planning with ambitions of becoming a Financial Planner.
• High level of knowledge and understanding of the processes and how a Financial Planning firm works.
• Good understanding of cash flow planning, financial planning research, and writing suitability reports.
• Excellent Excel skills – e.g. Pivot tables, VLookups.
• Experience of using a CRM (we use Xplan) .
• A professional and personable communicator who enjoys engaging with clients.
• Able to work to deadlines whilst producing accurate work.

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 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.