Deputy Lead, Financial Planning Transition & Onboarding

Career

You may currently be a Transition Manager, Integration Lead, Change Manager, Project Manager or Senior Operations professional within financial planning or wealth management.

This role offers the opportunity to broaden your exposure across the business while building experience in acquisition integration, onboarding strategy, change management and leadership. You'll work 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 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, Client & Adviser Support teams 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.

As a highly collaborative role, regular travel across Atomos 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 Financial Planning Transition & Onboarding, maintaining momentum across programmes and escalating strategic decisions when required.

• Develop and manage detailed transition and onboarding plans.

• Coordinate activity across Financial Planning, Operations, hubs and key business stakeholders.

• Track delivery against timelines, milestones and key objectives.

• Identify, manage and mitigate delivery risks and issues.

• Lead communication and stakeholder engagement throughout the onboarding process.

• Provide day-to-day support and leadership to the Transition & Onboarding team.

• Develop scalable onboarding and learning solutions that improve adoption, knowledge and speed to competence.

• Drive continuous improvement through feedback, reporting, performance metrics and lessons learned.

Skills and Experience

• Level 4 Diploma in Financial Planning preferred (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 a Learning Management System (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.

• Experience operating as a deputy or senior delivery lead.

• 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.