City of Cape Town, Western Cape, South Africa · On-site
Career Are you an organised and detail-oriented administrator with experience in financial services? Do you have a qualification in finance or economics? Whether you already have experience within financial services or a…
Skills: Administration, Financial services, Data entry, CRM systems, Microsoft Teams
City of Cape Town, Western Cape, South Africa · On-site
Career Are you an organised and detail-oriented administrator with experience in financial services? Do you have a qualification in finance or economics? Whether you already have experience within financial services or a…
Skills: Administration, Financial services, Data entry, CRM, Microsoft Teams
Fareham, England, United Kingdom · Hybrid
Career You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Fi…
Skills: Financial Planning, Client Relationship Management, Pensions, Tax, Cashflow Modelling
Nottingham, England, United Kingdom · Hybrid
Career You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Fi…
Skills: Financial Planning, Client Relationship Management, Pensions, Tax, Cashflow Modelling
Trafford, England, United Kingdom · Hybrid
Career You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Fi…
Skills: Financial Planning, Client Relationship Management, Pensions, Tax, Cashflow Modelling
Hybrid
Career You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Fi…
Skills: Financial planning, Client relationship management, Pensions, Tax, Cashflow modelling
Hybrid
Career You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Fi…
Skills: Financial Planning, Client Relationship Management, Pensions, Tax, Cashflow Modelling
London, United Kingdom · Hybrid
Career We're looking for an ambitious Portfolio Manager within our London office. From day one, you'll take responsibility for your own portfolio of clients, giving you the opportunity to build trusted relationships, dev…
Skills: Portfolio management, Investment management, Wealth management, Client relationship management, Investment strategy
Bristol, England, United Kingdom · Hybrid
Career Are you an ambitious graduate or early-career professional looking to build a long-term career in Financial Services? We're seeking a bright, driven and commercially minded individual to join our Compliance team w…
Skills: Excel, Pivot Tables, VLOOKUP, XLOOKUP, Data Analysis
Trafford, England, United Kingdom · Hybrid
Career You will have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial…
Skills: Financial Planning Administration, CRM Management, Xplan, Client Relationship Management, Suitability Reports
Bristol, England, United Kingdom · Hybrid
Career You will have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial…
Skills: Financial Planning Administration, CRM Management, Xplan, Client Relationship Management, Suitability Reports
Chester, England, United Kingdom · Hybrid
Career You will have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial…
Skills: Financial Planning Administration, CRM Management, Xplan, Client Relationship Management, Suitability Reports
Chester, England, United Kingdom · Hybrid
Career You want to join a growing and in-demand team. Playing a critical part in maintaining high-quality standards, mitigating risk, and supporting our Financial Planners in delivering compliant and client-focused recom…
Skills: File Checking, Compliance Monitoring, Suitability Assessments, Regulatory Assurance, Analytical Skills
Chester, England, United Kingdom · Hybrid
Career You want to join a growing and in-demand team. Playing a critical part in maintaining high-quality standards, mitigating risk, and supporting our Financial Planners in delivering compliant and client-focused recom…
Skills: File Checking, Compliance Monitoring, Suitability Assessments, Financial Planning Regulations, FCA Requirements
Bristol, England, United Kingdom · Hybrid
Career You’re a tech savvy IFA Administrator, already looking to improve processes and manage a small team that thrives in a fast-paced, client focused environment. You'll have a passion for developing others, supporting…
Skills: Team Leadership, Wealth Management, Financial Planning, Pensions Knowledge, Investments Knowledge
Bristol, England, United Kingdom · Hybrid
Career You'll be an established Portfolio Manager taking on a small client bank. This role is suited to someone early to mid‑way through their wealth management career, who has had exposure to leading meetings with high …
Skills: Portfolio Management, Wealth Management, Investment Management, Portfolio Analysis, Discretionary Fund Management
City of Cape Town, Western Cape, South Africa · On-site
Career You are detail‑driven, analytically minded, and comfortable working with financial data. You enjoy reconciling numbers, investigating breaks, and ensuring balances, prices, and positions are correct across systems…
Skills: Reconciliations, Financial Controls, Excel, VLOOKUP, XLOOKUP
City of Cape Town, Western Cape, South Africa · On-site
Career You are detail‑driven, analytically minded, and comfortable working with financial data. You enjoy reconciling numbers, investigating breaks, and ensuring balances, prices, and positions are correct across systems…
Skills: Financial Reconciliations, Financial Controls, Excel, VLOOKUP, XLOOKUP
City of Cape Town, Western Cape, South Africa • On-site
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Provide administrative support to UK-based adviser hubs by producing documentation and managing new business applications. Maintain accurate client records in the CRM system and ensure professional communication via email.
Requires 2-3 years of administration experience, preferably within a financial or regulated environment. Candidates must hold a degree in a related field such as Business, Finance, or Economics.
Career
Are you an organised and detail-oriented administrator with experience in financial services? Do you have a qualification in finance or economics? Whether you already have experience within financial services or are looking to develop your knowledge of the sector further, you'll benefit from exposure to a range of operational activities, alongside training on internal systems and processes. This role offers the opportunity to develop specialist knowledge of UK financial processes and contribute to outstanding client outcomes.
You'll become part of a business where accuracy, client service and teamwork are highly valued, allowing you to develop product and process knowledge within a regulated financial services environment.
Accountabilities
Provide administrative support to adviser support hubs across the UK.
Produce Letters of Authority, Valuations documentation accurately and efficiently within agreed SLA’s.
Assist with the setup of applications for new business submissions.
Respond to enquiries via email in a timely and professional manner.
Foster effective working relationships with teams across the UK through Microsoft Teams.
Maintain accurate client records within the CRM system.
Ensure all data is updated promptly and maintained to a high standard of accuracy.
Skills and Experience
2-3 years administration experience, ideally within a financial services, professional services or regulated environment
Completed a degree in a related field i.e Business, Finance or Economics
Excellent organisational and time management skills.
Strong attention to detail with the ability to handle sensitive information accurately.
Excellent written and verbal communication skills.
Strong customer service skills and a collaborative approach to working with others.
Intermediate Excel skills, including experience using VLOOKUPs and Pivot Tables.
Understanding of financial services products and processes.
Proven problem solving capabilities
Familiarity with CRM or back-office systems such as Xplan, Intelligent Office or similar platforms.
We provide 22 days holidays in addition to 8 UK Bank Holidays to ensure you get to work hard and get some well deserved time off. You will be part of our South African support team and this is an exciting time to join our firm.
Our agile working environment means you'll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally.
Here to make your dreams and financial ambitions a reality.
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.
Offices: 5 Hatfields (alto), 2nd Floor, LONDON, London SE1 9PG, GB
Here to make your dreams and financial ambitions a reality.
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.
Offices: 5 Hatfields (alto), 2nd Floor, LONDON, London SE1 9PG, GB
