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Operations Administrator - Bristol

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atomos wealth

Apr 24, 2023

Applications are closed

  • Job
    Full-time
    Entry Level
  • People, HR & Administration
  • London

Requirements

  • Full training given, primarily we require someone keen to learn, with confident excel skills, a can-do attitude, who wants to open up potential career opportunities.
  • Strong attention to detail is a must – our clients expect the best!
  • Intermediate Excel (V:Lookup; Pivot Tables).
  • Preferred if you have some experience completing administration in Financial Services/Financial Planning.
  • If you’ve used financial services systems before that would be great (e.g. IRESS, Xplan, etc...)

Responsibilities

  • Preparing pre client meeting packs and policy valuation summaries for our Wealth Planners.
  • Printing and posting reports to clients after the meeting.
  • Data entry for clients (e.g. updating changes to address details).
  • Data maintenance aligned to policy valuations.
  • Speak with providers on the phone to chase information and progress cases.
  • Support our Letter of Authority (requests for policy information) process – ensuring the correct authorisations have been given.
  • Book client appointments to support our Wealth Planners in their schedules.
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atomos wealth

Here to make your dreams and financial ambitions a reality.

Finance
Industry
201-500
Employees
2004
Founded Year

Mission & Purpose

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.