Financial Planner - Financial Planning - London

Atomos Investments Limited; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm based in London is seeking a dynamic Financial Planner to guide clients in achieving their financial goals. The role involves working closely with clients to deliver personal financial strategies and utilizing a CRM for record maintenance. Ideal candidates will have a Level 4 Diploma in Financial Planning and at least 3 years of relevant experience. This position offers excellent benefits including a competitive pension scheme, private medical insurance, and flexible working arrangements.

Benefits

Competitive Pension Scheme - 6% employer contribution

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Qualifications

• Minimum 3 years’ experience in a client-facing Financial Planning role.
• A current Statement of Professional Standing is required.
• Experience in an advisory or technical role gained within an advisory firm.

Responsibilities

• Deliver financial planning that feels personal based on unique client stories.
• Transform numbers into smart, actionable strategies for clients.
• Lead regular reviews to keep financial plans relevant.

Skills

Client relationship management

Financial planning

CRM software

Cashflow modelling

Excel

Education

Level 4 Diploma in Financial Planning

Tools

CRM

Cashflow modelling tools

Job description

Career

You’re a driven and dynamic Financial Planner with a hunger for success and a passion for delivering exceptional client service. You want to join a close-knit, high-performing team where your ideas matter and your impact is visible.

You’ll play a pivotal role in our London operation, guiding clients with clarity and conviction, and helping them achieve outcomes they didn’t think possible.

As you drive better client outcomes, you’ll lift the team - and a stronger team means more clients benefit, giving you the platform to expand your influence and success.

About the role

As a Financial Planner in London, you will support clients in achieving their financial goals, developing plans that maximise their resources and guide them throughout their financial life events. You’ll work alongside our Head of Office as part of a smaller, focused team where your contribution is visible and valued. You’ll start with an existing client base, and gain more as you deliver results.

Accountabilities

• Shape Futures, Not Just Plans: Deliver financial planning that feels personal - because every client’s story is unique.
• Turn Numbers into Strategies: Transform numbers into smart, actionable strategies.
• Be the Trusted Voice: Connect with clients, understand their needs, and make complex advice clear and understandable.
• Keep Reviews on Track: Lead regular reviews to keep plans fresh, relevant, and results-focused in line with client service agreements.
• Solve Challenges Before They Happen: Offer intelligent, proactive solutions to client issues - thinking ahead and responding fast.
• Know our Proposition Inside Out: Learn, understand, and confidently articulate all aspects of our financial planning proposition.
• Keep Growing: Complete Continuous Professional Development to meet regulatory requirements and your personal growth goals.
• Record Every Detail: Maintain detailed and accurate records of client interactions using our CRM.
• Win Together: Work closely with team members, share insights, and continuously improve service delivery.

Skills and Experience

• Level 4 Diploma in Financial Planning.
• Minimum 3 years’ experience in a client-facing Financial Planning role.
• A current Statement of Professional Standing.
• Confident using CRM and cashflow modelling tools.
• Experience in an advisory or technical role gained within an advisory firm.
• Experience using and delivering a full range of provider products, services, and capabilities.
• Intermediate Excel - v:lookups and pivot tables.
• Good energy: you must be able to have conversations with clients that deliver trust and solutions.
• A desire to help our clients make their financial ambitions a reality.

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 various tasks and projects, which keeps work interesting and you get to develop and grow.