Financial Planning Associate - Plymouth

Atomos; Plymouth; On-site; GBP 26,000 - 35,000; Full time

Benefits offered by this job

Pension scheme

Holiday allowance

Medical insurance

Life insurance

Income protection

Work from anywhere

Job summary

Atomos Investments Limited is seeking a proactive Financial Planning Assistant to support our senior Financial Planners in delivering high-quality service to high-net-worth clients. You will manage client relationships from start to finish, handle administrative tasks, and assist with reports and financial planning cash-flow analysis.

Working closely with the planning team, you will prepare suitability reports, conduct financial research using approved tools, and ensure client records are

Qualifications

• Level 4 qualified or higher in Financial Planning.
• Strong knowledge 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.

Responsibilities

• 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

Cash flow planning

Financial planning research

Report writing

Client communication

Excel skills

Education

Level 4 qualification in Financial Planning

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

You will take ownership of client relationships from beginning to end and follow administrative tasks through to completion. Working with our Financial Planners, you will assist with processing new business and client reviews, diary management, liaising with clients and scheduling appointments.

Your role will also involve preparing suitability reports, updating existing or creating new financial planning cash-flow reports, and producing, when required, tax and other calculations. You will conduct comprehensive financial research on products and investments using approved research tools.

This is an integral role with a unique level of exposure to senior Financial Planners, supporting them to provide high-quality financial planning, with a focus on high-net-worth clients and exceptional client service.

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.