atomos wealth
atomos wealth
201 – 500 Angajați
Finanțe
atomos wealth este o firmă britanică de servicii financiare, axată pe administrarea averii, investiții, economisire, pensionare și planificare financiară. Firma combină consultanța personală, față în față, cu instrumente digitale și adaptează soluțiile financiare la nevoile în schimbare ale clienților. Administrează economii și investiții în valoare de peste 7 miliarde de lire sterline pentru mai mult de 14.000 de clienți și este reglementată de Autoritatea de Conduită Financiară.

Financial Planning Advice Quality Assessor

Review financial planning files, suitability assessments, and compliance records at Atomos Wealth. Identify risks and help ensure client recommendations meet regulatory requirements.

Descriere

  • Review client files and case records against established checklists and regulatory requirements
  • Assess suitability across pensions, investments, and high-risk products
  • Record documentation gaps, process deviations, and compliance concerns accurately
  • Prepare clear, concise reports of review findings
  • Give Financial Planners clear feedback
  • Work with the T&C team to identify training needs
  • Contribute to ad hoc projects and process improvements

Cerințe

  • Experience checking files or reviewing cases in a financial planning or wealth management firm, including compliance monitoring
  • Strong knowledge of UK financial planning regulations and FCA requirements
  • Knowledge of pensions, investments, and protection advice
  • Excellent attention to detail and analytical ability
  • Strong communication skills and the ability to give clear, constructive feedback
  • Diploma qualification
  • Pension Transfer Advice qualification or currently working towards it
  • Equity Release and Long Term Care exams are desirable
  • Chartered status is an advantage

Beneficii

  • Competitive pension scheme, with a 6% employer contribution and 3% employee contribution
  • 26 days of annual leave plus bank holidays
  • Private medical insurance
  • Life assurance at four times salary
  • Group income protection
  • Work From Anywhere policy
  • Agile working environment
  • Technical skills development and career progression opportunities

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