Junior Financial Planner Pathway - Mentored Client Growth

Atomos; Sale; On-site; GBP 24,000 - 32,000; 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 offering a structured pathway for a current Financial Planning professional to grow into a Financial Planner. You will gain hands-on client exposure, work with the Head of Office, and be mentored as you develop technical skills in complex planning scenarios.

Over a 2+ year development period you will learn to engage clients, expand your professional network, and contribute to lead generation while using AI-driven systems to enhance analysis and efficiency.

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 (Xplan) and Excel.

Responsibilities

• Manage day-to-day client relationships and handle requests promptly.
• Prepare for, attend, and follow up on client meetings with post-meeting actions.
• Review existing financial plans to ensure they meet client needs.
• Write financial planning reports as part of onboarding.
• Review suitability reports and provide technical input for meetings.
• Prepare detailed cashflow reports.
• Liaise with admin and paraplanning teams to progress work.
• Support occasional suitability report writing during peak periods.
• Attend networking events and build your professional profile.
• Use AI-driven systems (including Saturn) to support analysis and workflow.

Skills

Financial planning

Client service

Pensions

Tax

Cashflow modelling

Financial planning research

Excel

Xplan (CRM)

Education

Level 4 qualified (CII) in Financial Planning

Tools

Xplan

Job description

Atomos Investments Limited is offering a structured pathway for a current Financial Planning professional to grow into a Financial Planner. You will gain hands-on client exposure, work with the Head of Office, and be mentored as you develop technical skills in complex planning scenarios.

Over a 2+ year development period you will learn to engage clients, expand your professional network, and contribute to lead generation while using AI-driven systems to enhance analysis and efficiency.