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- ...identify solutions, and ensure advice recommendations are thoroughly researched and accurately documented. This role is part of the atomos Group, working for MWA colleagues. Accountabilities Produce accurate, high-quality suitability reports that deliver clear,...SuggestedLong-term contract
- ...closely with senior stakeholders and play a key role in shaping how Financial Planners and acquired firms successfully transition into Atomos. About the Role Reporting to the Head of Financial Planning Transition & Onboarding, you'll support the successful onboarding of...SuggestedLong-term contract
- ...documentation, identify gaps or issues, and work with colleagues to ensure corrective actions are completed. This role is part of the atomos Group, working for MWA colleagues. Accountabilities Carry out regular sample checking of client files and case documentation...SuggestedLong-term contract