Teams at atomos

Supports Financial Planners and clients by maintaining accurate CRM data and audit-ready files, coordinating annual reviews, preparing meeting materials, monitoring suitability reports, and completing post-meeting actions within agreed SLAs. The role requires strong knowledge of pensions, investments, and protection products, excellent organisation, attention to detail, communication skills, and confidence using cloud-based systems and AI tools.

Reviews client and case files for compliance with internal standards, FCA requirements, and firm policies. Conducts suitability assessments across pensions, investments, protection, and high-risk products; identifies documentation gaps and process deviations; records findings; prepares reports; provides constructive feedback to Financial Planners; supports training needs and process improvement projects.