atomos wealth

Financial Planning and Analysis

• Prepare and review monthly, quarterly, and annual financial statements in line with IFRS/UK GAAP, ensuring accuracy and compliance
• Manage the general ledger, including journals, accruals, and prepayments, alongside supporting month-end and year-end close processes (reconciliations and variance analysis)
• Support statutory audits and act as a key liaison with external auditors and other external stakeholders
• Ensure compliance with regulatory and tax reporting requirements (including FCA, VAT, and Corporation Tax)
• Lead or support acquisition integration and liquidation activities for relevant entities
• Partner with FP&A and wider business teams to provide financial insight, while driving continuous improvements in financial controls, processes, systems, and supporting ad hoc projects

Financial Accountant

Recruitment

• Coordinate candidates for interviewing
• Phone-screen candidates for culture fit and identify who the high performers are
• Create compelling job adverts to attract high performing candidates – we do not mind if they put off low performers
• Administration of employment contracts and new joiners
• Curious how to use our recruitment and HR systems to improve the employee experience
• Manage the onboarding journey for new joiners
• Ensure candidates are fully screened via our outsourced provider and flag concerns to the Chief People Officer
• Support Chief People Officer routine tasks such as assessment reviews, Culture Club, and Data Dashboards
• Deliver ad-hoc projects as assigned by the Chief People Officer - e.g. policy reviews, process charts, and responding to audit queries

Recruitment Assistant

• You will take ownership of client relationships from beginning to end and follow administrative tasks through to completion.
• You’ll work alongside a highly detail‑driven, top‑billing Financial Planner who consistently attracts high‑quality prospects and continues to grow a substantial and expanding client portfolio.
• You will assist with processing new business and client reviews, diary management, liaising with clients and scheduling appointments.
• Your role will also involve preparing suitability reports, updating existing or creating new financial planning cash-flow reports, and, when requested, producing and calculating both tax and pension calculations changes.
• You will conduct comprehensive financial research on products and investments using approved research tools.
• This is an integral role with a unique level of exposure to a senior Financial Planner, supporting them to provide high-quality financial planning, with a focus on high-net-worth clients and exceptional client service.
• Proactively anticipate and support client needs, finding solutions for ad-hoc requests.
• Provide high-quality service to private clients, as a bedrock to the Financial Planners’ specialist financial planning services.
• Support Financial Planners with writing suitability reports and prepare detailed review presentation reports for key clients.
• Ownership of processes e.g. scheduling reviews, booking appointments, communication with clients and providers.
• Deliver against organisational key results and objectives, adding value to their achievement.
• Ensure comprehensive client records are accurate and up to date at all times.
• Provide Financial Planners with precise and thorough research and calculations, showing your technical knowledge and capability.

Financial Accountant

Recruitment Assistant

Financial Planning Associate