support the successful onboarding of Financial Planners and integration of acquired businesses into Atomos. You'll act... integration activity across Atomos. Act as deputy to the Head of Financial Planning Transition & Onboarding, maintaining...
with colleagues to ensure corrective actions are completed. This role is part of the atomos Group, working for MWA colleagues... or wealth management firm Strong understanding of UK financial planning regulations and FCA requirements Knowledge...
change across our financial planning and wealth management business. Reporting to the Business Transformation Manager... regulated financial planning, wealth management or IFA environment. Strong understanding of the end-to-end advice process...
experience in a Paraplanning or similar technical financial planning role, ideally gained within a wealth management or financial...
Career You may currently be leading Financial Planning administration, client services, or operational teams and are looking for a role where you can shape processes, improve quality standards, and influence how work is delivered across m...
Career Are you an organised and detail-oriented administrator with experience in financial services? Do you have a qualification in finance or economics? Whether you already have experience within financial services or are looking to devel...
Career You will have 2+ years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial Planners and their ...
Career You will have 2+ years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial Planners and their ...
Operations professional within financial planning or wealth management. This role offers the opportunity to broaden... successfully transition into Atomos. About the Role Reporting to the Head of Financial Planning Transition & Onboarding, you'll...
with colleagues to ensure corrective actions are completed. This role is part of the atomos Group, working for MWA colleagues... or wealth management firm Strong understanding of UK financial planning regulations and FCA requirements Knowledge...