Financial Planning Client Administrator - Remote & Growth

Atomos Investments Limited in Fareham is seeking a highly organized Client Administrator to support our Financial Planners by managing the administrative foundations of high-quality financial advice. You will enable planners to focus on client relationships and strategic guidance.

You will work in a busy hub with direct exposure to our planners, handling client reviews, CRM data, meeting packs, and post-meeting actions to ensure SLAs are met and service is exceptional.