{"id":864101,"url":"https://alion.io/job/atomos-financial-planning-associate-plymouth","title":"Financial Planning Associate - Plymouth","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":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"inferred_company_offices","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["GB"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":37000,"max_usd":85000,"period":"year","method":"global_role_seniority_cell","sample_n":3436},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"closed","first_seen_at":"2026-06-09T13:47:23Z","employer_posted_date":"2026-06-09","last_verified_at":"2026-10-22T03:55:26Z","board_verified":false,"closed_at":"2026-10-22T03:55:26Z","days_open":134,"trust":{"level":"ok","repost_count":0,"flags":[],"days_open":133},"description":"Career\nYou’re already established within Financial Planning and are now approaching the point of becoming a fully qualified Financial Planner. You’re looking for a role that bridges the final step, offering deeper client responsibility, advanced technical exposure, and a clear, supported route into an adviser position in the near term.\nAbout the role\nThis role is centred around client relationship management and adviser development. You will work closely with a Financial Planner with a substantial client base, gaining exposure to high-net-worth clients and complex planning scenarios.\nOver an expected one to two year development period. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.\nAccountabilities\nManage day-to-day client relationships, ensuring all requests are handled promptly and proactively.\n\nPrepare for, attend, and follow up on client meetings, ensuring all post-meeting actions are completed.\n\nReview existing financial plans to ensure they continue to meet client needs.\n\nWrite financial planning reports as part of the onboarding process.\n\nReview suitability reports and provide technical input for client meetings.\n\nPrepare detailed cashflow reports.\n\nLiaise with the admin and paraplanning teams to ensure work progresses smoothly.\n\nSupport occasional suitability report writing during peak periods.\n\nAttend networking events and begin building your professional profile.\n\nUse AI-driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.\n\nThis is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.\nSkills and Experience\nLevel 4 qualified (e.g. CII) in Financial Planning.\n\nStrong understanding of financial planning processes and client service.\n\nTechnical capability across pensions, tax, cashflow modelling, and financial planning research.\n\nExcellent communication skills and confidence engaging with clients.\n\nStrong organisational skills and the ability to manage multiple priorities.\n\nExperience with CRM systems (we use Xplan) and strong Excel skills.\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":2738,"description_truncated":false,"requirements":{"experience_years_min":1,"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":"2026-09-13T12:11:06Z"},{"event":"close","at":"2026-10-22T03:55:26Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"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":"2026-10-24T06:24:00+00:00","sources":["UK Home Office: register of licensed sponsors (workers)"],"filings_for_role_12m":0}],"liveness":null,"pay":null,"html_url":"https://alion.io/job/atomos-financial-planning-associate-plymouth","json_url":"https://alion.io/job/atomos-financial-planning-associate-plymouth.json","meta":{"generated_at":"2026-10-24T19:08:28Z","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":28052,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"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-financial-planning-associate-plymouth"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"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-financial-planning-associate-plymouth"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"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-financial-planning-associate-plymouth"},{"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-financial-planning-associate-plymouth\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fatomos-financial-planning-associate-plymouth"}]}