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Junior Financial Planner Mentored Path to Adviser; Remote
Remote / Online - Candidates ideally in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-06-07
Greater London, London, Greater London, W1B, England, UK
Listing for:
Atomos Investments Limited
Remote/Work from Home
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Greater London
Atomos Investments Limited is looking for a Junior Financial Planner to manage client relationships and develop into an adviser. This role involves mentoring by a senior planner, allowing exposure to high-net-worth clients and complex financial scenarios.
Key responsibilities include preparing client meetings, reviewing financial plans, and utilizing AI-driven systems for analysis. A Level 4 qualification in Financial Planning through CII and strong communication skills are required. The position offers a competitive benefits package, including a pension scheme and private medical insurance.
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