About this role
Client Administrator - Manchester at Atomos. Location: Sale, Greater Manchester, United Kingdom. Role: supporting planners, managing administration, maintaining CRM Requirements: 2+ years financial planning administration experience, knowledge of pensions/investments/protection, CRM (Xplan) proficiency, strong organisation, communication, and tech literacy. Category: Finance Seniority: Entry Level Tools: Xplan Commitment: Full Time Workplace: Hybrid Languages: English