About this role
Client Administrator - Chester at Atomos. Location: Chester, England, United Kingdom. Role: managing administration, maintaining CRM, supporting planners Requirements: 2+ years financial planning administration experience, knowledge of pensions/investments/protection, highly organised, strong written/verbal communication, CRM (Xplan) experience, comfortable with cloud systems and technology. Category: Finance and Accounting Seniority: Entry Level Tools: Xplan Commitment: Full Time Workplace: Hybrid Languages: English