Associate Financial Planner

7 days ago

Liverpool, United Kingdom Attivo Group Full time

**Associate Financial Planner - Liverpool (Hybrid working)**

**Are you an experienced Trainee Financial Planner looking for you next career move into a certified role? Are you looking for an employed role with all clients provided? Do you want to work for a Chartered Financial Planning firm that will invest in your professional development? If so, please keep reading.**

The purpose of the role is to provide a high calibre, long term tax and financial planning services to clients of Attivo. Building strong client relationships and ensuring clients’ needs are satisfied compliantly and efficiently and to maximise new business opportunities and retain the group’s growing client base.

We provide our advice and service through Attivo Financial Planning, one of the very few Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.

**Main responsibilities**
- Provide financial advice and make recommendations to help clients achieve their financial planning objectives
- Ensure the compliance procedure is adhered to at all times to protect and safeguard the company by meeting the regulatory aspects of the role
- Develop product, technical and regulatory knowledge to keep up to date with latest financial regulations
- As the first point of contact for many clients, understand their circumstances and requirements, and articulate how we can help satisfy their often-complex needs with appropriate advice or services
- Qualify and monitor new business opportunities to generate new private and corporate clients for the Group, using existing relationships and connections
- Carry out fact finding and risk assessments in order to deliver advice
- Update and maintain client records in our back office and provider systems

**Qualifications, skills and experience**
- Diploma in Regulated Financial Planning is essential for the role
- Working towards Advanced Diploma
- At least 2 years’ experience of working as a Trainee Financial Planner
- A proven track record providing high levels of service
- Strong analytical and research skills
- Excellent report writing and written/verbal communication skills
- Good organisational, time management skills and effective caseload management
- Experience of working with high net worth clients would be beneficial
- Pension transfer qualification such as AF7 would be an advantage

**Salary and benefits**
£45,000 to £60,000 depending on qualifications.

Attivo Group also offers:

- Excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
- Regular company social events
- Charity days
- Excellent culture, promoting employee wellbeing and engagement.

**Recruitment Policy**
Attivo Group Limited 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 the process as accessible and as fair as possible.

Attivo Group do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

**Privacy Policy**
If we have received your details in response to a recruitment initiative, we will store the personal information that either you have provided us with. We process that information because it is in our legitimate interests to do so in order for us to be able to make an informed decision about whether to interview you and, ultimately, recruit you.

We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo Group, we will retain that information and any information relating to that matter. This is so that we can review the file if any complaints or issues arise after the recruitment process. The length of time that we keep prospective employee files is usually 3 months after conclusion of the relevant recruitment process.

Please visit our website to view our full privacy policy for prospective employees.

**Salary**: £45,000.00-£60,000.00 per year

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