Financial Planning Associate

6 months ago

Cheltenham, United Kingdom Attivo Group Full time

**Financial Planning Associate - Academy Opportunity**

**About Attivo**:
Attivo are Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

**About the role**:
As a Financial Planning Associate, you will be joining our training academy at an exiting time for Attivo as we continue to grow. This is a unique opportunity to become a member of the Financial Planning Support team and develop your career with the excellent study support we offer. During your first 6 months, you will begin your Diploma in Regulated Financial Planning, fully funded and supported by the business. We offer an excellent career path from Financial Planning Associate through to Chartered Financial Planner, supported throughout by our internal training Academy.

**About you**:
You have aspirations to become a Chartered Financial Planner or Chartered Paraplanner and are looking for the right business to support those goals. You will be driven, self motivated and able to handle a busy workload whilst sitting professional qualifications. You could be a graduate that has studied economics or business, or someone that has experience within Financial Services already and is looking for progression. You may have already completed some of your CII exams and are looking to put your knowledge in to practice. You are a fast learner, able to pick things up quickly and seek out learning opportunities. You are naturally inquisitive and have excellent communication skills. You will have sharp attention to detail and work best when faced with a busy workload.

**Key Responsibilities include**:

- Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of the work undertaken
- General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquiries
- Secure and deliver information from the initial data gathering request so that it can progress through to completion
- Liaise with product providers and insurance companies to obtain policy and plan information in a timely manner
- Assist Financial Planners with portfolio reviews via analysis, compilation and completion of-in house client reports/meeting packs
- Ensure compliance procedures are adhered to at all times, escalating any breaches or concerns to the Compliance Officer in a timely manner with full and accurate information
- Maintain and proactively secure product, technical, and regulatory knowledge to enhance personal performance.

**Essential skills and experience**
- Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English or have the experience to demonstrate the ability to work at this level
- Must have an aspiration to become a Financial Planner or Paraplanner
- Excellent interpersonal, listening, numerical and IT skills
- Excellent written/verbal communication skills
- Good organisational, time management, and caseload management skills
- Ability to work well under pressure while maintaining excellent attention to detail.
- Relevant degree such as Economics, or Financial Services industry experience

**Desirable skills and experience**
- Experience within Financial Planning or Wealth Management would be an advantage
- Currently working towards your Diploma in Regulated Financial Planning (CII)

**Salary and benefits**

Starting salary £25,000 (rising on completing of professional exams) up to £32,000.

**Attivo also offers**:

- Non-contributory Pension Scheme
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness
- Death in Service
- Parking allowance (Cheltenham only)
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- Excellent culture, promoting employee wellbeing and engagement.

**Recruitment Policy**

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make

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