{"id":4267479,"url":"https://alion.io/job/atomos-client-administrator-fareham","title":"Client Administrator - Fareham","company":{"id":693125,"name":"atomos","domain":"atomos.co.uk","url":"https://alion.io/company/atomos-2","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Teamtailor","truth_index":null},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":["Fareham, United Kingdom"],"countries":["GB"],"hiring_countries":["GB"],"hiring_countries_total":1,"salary":null,"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-21T08:37:18Z","employer_posted_date":"2026-08-21","last_verified_at":"2026-11-13T16:50:14Z","board_verified":true,"closed_at":null,"days_open":84,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":84},"description":"Career\nJoin a team where your expertise, organisation and client focus directly contribute to delivering outstanding advice and life-changing outcomes for clients. You will have 2+ years experience as a Financial Planning administrator and fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial Planners and their clients. You want to be part of a busy hub that loves delivering a great client experience.\nThis is a fantastic growth opportunity for a career in Financial Planning in a fast-paced and friendly office with direct exposure to our Financial Planners in Fareham.\nAbout the role\n\nWe're looking for someone who wants to be recognised as more than an administrator. Someone who takes ownership, anticipates what clients and advisers need before they ask, and is motivated by becoming a trusted and respected expert within a successful financial planning team.\nThis role is essential in enabling planners to focus on building strong client relationships and delivering strategic advice, while you ensure all client administration and processes run smoothly, accurately, and on time.\nThis is an opportunity for an experienced Financial Planning Administrator who enjoys building relationships, solving problems, and taking real pride in delivering a first-class service. If you're looking for a role where your expertise is valued, your contribution has visible impact, and your career can continue to grow, we'd love to hear from you.\nAccountabilities\nEnsure all client reviews are supported by suitability reports, delivered on time, and proactively chase/escalate any outstanding cases\nMaintain the CRM (Xplan), ensuring all client data is accurate, up to date, and compliant\n\nKeep client files organised, regularly updated, and audit-ready\n\nSupport Financial Planners with scheduling annual reviews, preparing meeting packs, and managing client segmentation and service levels\n\nBuild strong relationships with Financial Planners and clients, ensuring all post-meeting actions are completed within agreed SLAs\n\nSkills and Experience\n2+ years experience in a Financial Planning administrator role.\n\nKnowledge of financial products: pensions, investments and protection.\n\nHighly organised, with a proactive mindset and the ability to anticipate adviser and client needs\n\nStrong attention to detail and accuracy\n\nConfident written and verbal communication, with the ability to handle client queries professionally\n\nComfortable working with cloud-based systems and using technology (including AI tools) to improve efficiency\n\nBenefits\nCompetitive Pension Scheme - we contribute 6%, you 3%\n\n26 days holiday plus bank holidays\n\nPrivate Medical Insurance\n\nLife Assurance (4x)\n\nGroup Income Protection\n\nWork From Anywhere policy\n\nOur agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.","description_format":"text","description_chars":2956,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-13T16:50:14Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"Licensed UK visa sponsor (Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Skilled Worker","cap_exempt":false,"checked_at":"2026-11-13T08:07:55+00:00","sources":["UK Home Office: register of licensed sponsors (workers)"],"filings_for_role_12m":0}],"liveness":{"score":23,"band":"cold","label":"Long shot","p_open":1,"p_active":0.646,"p_room":0.36,"age_days":84,"expected_fill_days":54,"reasons":["conf:2","win:tail","crowd:junior"],"computed_at":"2026-11-13T19:43:19Z"},"pay":null,"html_url":"https://alion.io/job/atomos-client-administrator-fareham","json_url":"https://alion.io/job/atomos-client-administrator-fareham.json","meta":{"generated_at":"2026-11-13T19:43:19Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":39401,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":693125},"rest":"https://alion.io/mcp/rest/get_company?id=693125"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fatomos-client-administrator-fareham"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fatomos-client-administrator-fareham"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fatomos-client-administrator-fareham"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/atomos-client-administrator-fareham\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fatomos-client-administrator-fareham"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4267479}},{"tool":"search_jobs","arguments":{"company":"atomos.co.uk","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4267479},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}