Junior Financial Planner Mentored Path to Adviser (Remote)

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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