atomos wealth
Transition & Onboarding Manager - Financial Planning
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Career
You prefer creating momentum over maintaining the status quo.
You might currently be a Transition Manager, Integration Lead, Change Manager, Project Manager, or senior operations professional, but you're looking for more influence, more visibility, and a bigger seat at the table.
You love navigating change, building relationships, and solving complex people and business challenges. If you're happiest managing the same process year after year, this probably isn't the role for you.
You want exposure to acquisitions, integration, and business transformation. You want to work closely with senior leaders, shape decision-making, and gain experience that positions you for future leadership opportunities across operations, change, or business management.
You'll help Financial Planners and acquired firms transition successfully, while building a skillset that will accelerate your career beyond traditional project delivery.
About the Role
Reporting to the Head of the department, you'll support the successful onboarding of Financial Planners and integration of acquired businesses into Atomos.
You'll act as a key delivery lead across multiple transition programmes, coordinating activity across Financial Planning, Operations, Hubs, and wider stakeholders. Acting as deputy, you'll help ensure integrations are delivered efficiently, risks are managed effectively, and Financial Planners are set up for long-term success.
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As a highly collaborative role, regular travel across our network of 15 UK offices will be required to build relationships with key stakeholders and support the successful delivery of transition and integration activities.
Accountabilities
- Support the delivery of Financial Planner onboarding and acquisition integration activity across Atomos.
- Act as deputy to the Head of the department, maintaining momentum across programmes, escalating decisions when required, and supporting the wider team.
- Develop and manage detailed transition and onboarding plans.
- Track delivery against timelines, milestones, and key objectives.
- Identify, manage, and mitigate delivery risks and issues.
- Drive continuous improvement through feedback, reporting, metrics, and lessons learned.
Skills and Experience
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- Hold or working towards Level 4 Diploma in Financial Planning (through CII, CISI, or LIBF).
- Experience leading Financial Planner onboarding, transition, integration, or acquisition activity.
- Strong understanding of the financial planning or wealth management sector.
- Experience in creating eLearning through an LMS (we use Sana).
- Proven project management and delivery experience.
- Experience coordinating multiple workstreams and competing priorities.
- Excellent stakeholder management and communication skills.
- Strong planning, organisation, and resource management capabilities.
- Ability to identify, analyse, and resolve complex delivery challenges.
- Knowledge of change management methodologies and continuous improvement practices.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
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