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