Financial Planning Associate

atomos wealth

. Manage day-to-day client relationships and handle requests promptly and proactively .

Posted 10/13/2026full-timeManchester • United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Financial Planning, including proficiency in cashflow modelling, pensions, and tax strategies. Strong client relationship management and communication skills are essential for success in this role.

Highest-signal resume keywords

Level 4 Qualified In Financial PlanningStrong Understanding Of Financial Planning ProcessesTechnical Capability Across Pensions, Tax, And Cashflow ModellingExperience With CRM Systems, Specifically XplanStrong Excel Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningCashflow ModellingPensionsTaxFinancial Planning Research

Soft Skills

Excellent Communication SkillsStrong Organisational Skills

Tools & Technologies

AI-Driven SystemsSaturnCRM SystemsXplan

Certifications & Qualifications

Level 4 Qualification (e.g. CII)

Industry Keywords

Client Relationship ManagementFinancial Planning ReportsSuitability ReportsNetworking Events

About the role

Key responsibilities & impact

Manage day-to-day client relationships and handle requests promptly and proactively
Prepare for, attend, and follow up on client meetings
Complete post-meeting actions
Review existing financial plans to ensure they meet client needs
Write financial planning reports for onboarding
Review suitability reports and provide technical input for client meetings
Prepare detailed cashflow reports
Liaise with administration and paraplanning teams
Support occasional suitability report writing during peak periods
Attend networking events and build a professional profile
Use AI-driven systems, including Saturn, for analysis, modelling, and workflow efficiency
Develop practical skills through the Junior Financial Planner pathway toward an adviser role

Requirements

What you’ll need

Level 4 qualified (e.g. CII) in Financial Planning
Strong understanding of financial planning processes and client service
Technical capability across pensions, tax, cashflow modelling, and financial planning research
Excellent communication skills and confidence engaging with clients
Strong organisational skills and ability to manage multiple priorities
Experience with CRM systems, specifically Xplan
Strong Excel skills
Established within Financial Planning and approaching fully qualified Financial Planner status

Benefits

Comp & perks

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
Agile working environment
Structured Junior Financial Planner pathway with development and mentorship