Financial Planning Client Administrator – Remote & Growth

Company: Atomos Investments Limited
Apply for the Financial Planning Client Administrator – Remote & Growth
Location: Fareham
Job Description:

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.

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Posted: October 22nd, 2026