Financial Planning Associate - Fareham

Atomos Investments Limited; Fareham; On-site; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Competitive Pension Scheme

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Job summary

Atomos Investments Limited is seeking a junior Financial Planner in Fareham to gain hands-on client exposure and develop under mentorship. You will engage with clients, prepare reports, and build cashflow models as you progress along the Junior Financial Planner pathway.

Working closely with the Head of Office, you will handle day-to-day client requests, support lead generation, and learn through real-world planning scenarios, including pensions and tax considerations, with access to AI-driven

Qualifications

• Level 4 qualified (through CII) in Financial Planning.
• Strong understanding of financial planning processes and client service.
• Technical capability across pensions, tax, cashflow modelling, and financial planning research.
• Excellent communication skills and confidence engaging with clients.
• Strong organisational skills and the ability to manage multiple priorities.
• Experience with CRM systems (we use Xplan) and strong Excel skills.

Responsibilities

• Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
• Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
• Review existing financial plans to ensure they continue to meet client needs.
• Write financial planning reports as part of the onboarding process.
• Review suitability reports and provide technical input for client meetings.
• Prepare detailed cashflow reports.
• Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
• Support occasional suitability report writing during peak periods.
• Attend networking events and begin building your professional profile.
• Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

Skills

Financial planning processes

Client service

Cashflow modelling

Pensions

Excel

CRM systems

Education

Level 4 qualified (CII) in Financial Planning

Tools

Xplan

Job description

Career

You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm.

About the role

This role is centred around client relationship management and adviser development. You will work closely with the Head of Office, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

Accountabilities

• Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.




• Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.




• Review existing financial plans to ensure they continue to meet client needs.




• Write financial planning reports as part of the onboarding process.




• Review suitability reports and provide technical input for client meetings.




• Prepare detailed cashflow reports.




• Liaise with the admin and paraplanning teams to ensure work progresses smoothly.




• Support occasional suitability report writing during peak periods.




• Attend networking events and begin building your professional profile.




• Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

• Level 4 qualified (through CII) in Financial Planning.




• Strong understanding of financial planning processes and client service.




• Technical capability across pensions, tax, cashflow modelling, and financial planning research.




• Excellent communication skills and confidence engaging with clients.




• Strong organisational skills and the ability to manage multiple priorities.




• Experience with CRM systems (we use Xplan) and strong Excel skills.

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.