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 guiding clients with clarity and conviction and helping them achieve outcomes they didn’t think possible.
About the role
As a Financial Planner based in Plymouth, you will support clients across Plymouth, Devon, and the South West in achieving their financial goals, developing plans that maximise their resources, and guiding them through their financial life events. You’ll be 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
• Have at least 3 years’ experience as a Financial Planner.
• Are Diploma qualified (at least level 4) in Financial Planning.
• Have a current SPS.
• Confident using CRM and cashflow modelling tools.
• Have a track record of building client relationships and converting opportunities into long-term clients.
• Believe in holistic financial planning rather than product-led advice.
• Take ownership of outcomes and focus on solutions.
• Want to build something meaningful, not simply maintain an existing client book.
• Enjoy collaborating and contributing to a strong team culture.
• Take a long-term approach to clients and your own career.
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.
We’re atomos and we’re here to make your dreams and financial ambitions a reality.
In this fast-changing world you want greater flexibility around how your money is managed. You want a personalised face-to-face service for life’s big moments and all the convenience and access you get from modern digital tools. The best of both worlds.
Bringing together every part of your financial world is what we do, and we can provide:
• Investment management services & financial planning advice
• A boutique approach with a local network & nation-wide resources with the benefits of scale
• Decades of experience & fresh thinking and agility
• A simple offering at the start of our relationship with you & and a more complex, bespoke service as your needs evolve and wealth grows
We manage over £7 billion* of savings and investments for over 14,000 people; helping them achieve their goals and enriching their lives well beyond wealth.
*Funds under management as at May 2022.
atomos and atomos wealth are trading names of both Atomos Investments Limited, (No: 2041819) and Atomos Financial Planning Limited, (No: 3879955). Atomos Investments Limited and Atomos Financial Planning Limited are both authorised and regulated by the Financial Conduct Authority and registered in England and Wales. Registered offices: 2nd floor, 5 Hatfields (Alto), London SE1 9PG.
