Chartered Financial Planner - Remote

Overview

We’re looking for a Chartered Financial Planner to join our growing team and play a key role in delivering exceptional outcomes for our HNW and VHNW clients. You’ll step into an established environment with a diverse portfolio ready to inherit, giving you the chance to build strong relationships from day one. At Atomos, we prioritise quality over volume every interaction matters, and every plan is tailored with care.

In Short

• Deliver exceptional client service to HNW clients, building trust through clear communication and consistent updates
• Provide financial plans and advice that meet regulatory standards and support client goals
• Manage ongoing review processes in line with client service agreements
• Maintain fully compliant and well documented client files
• Offer intelligent, proactive and creative solutions to client issues
• Represent and articulate the Atomos proposition confidently and professionally

Requirements

• Level 4 Diploma in Financial Planning or Chartered status.
• Strong knowledge of key financial planning areas: investment, retirement, protection, and estate planning
• Proven experience working with a full range of provider products and services.
• Confident using CRM and cashflow modelling tools with a strong interest in exploring how AI tools can enhance our operations.
• Minimum 3+ years in a client‑advisory or technical role, building and maintaining strong relationships
• A client‑centric approach with excellent communication and problem‑solving skills that delivers on trust and solutions.

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 varied tasks and projects, keeping work interesting while you develop technical skills and progress your career.