Administrative Support Specialist for Financial Planners

1 week ago


Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

Job Summary

Attivo Group is seeking a highly organized and detail-oriented Financial Planning Administrator to provide dedicated support to our Associate Directors. As a key member of our team, you will be responsible for managing client records, maintaining CRM systems, and providing general administrative support to ensure the smooth operation of our financial planning services.

Key Responsibilities

  • Input and maintain new business data in client management systems to ensure accurate and up-to-date records.
  • Provide general administrative support to the Financial Planning team, including meeting preparation and client inquiries.
  • Maintain CRM systems to keep Financial Planners updated throughout the processing of business.
  • Assist with the onboarding and offboarding of clients, including updating CRM and informing providers.

Requirements

  • Previous experience supporting a Financial Advisor or Planner.
  • Financial Planning qualifications.
  • Excellent organizational and communication skills.
  • Ability to work independently and as part of a team.

What We Offer

  • A competitive salary up to £40,000 depending on experience.
  • A non-contributory Pension Scheme.
  • Private Medical Insurance.
  • Parking allowance (for Cheltenham-based employees).
  • A generous holiday allowance, rising with length of service.
  • Flexible working arrangements, including the option to work from home.
  • Discounted corporate gym membership.


  • Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    About the RoleWe are seeking an experienced Financial Planning Administrator to join our team at HDA Chartered Financial Planners. As a key member of our operations team, you will play a vital role in ensuring the smooth running of our financial planning services.Key ResponsibilitiesProvide administrative support to our Financial Planners and Paraplanners,...


  • Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    About the RoleWe are seeking an experienced Financial Planning Administrator to join our team at HDA Chartered Financial Planners. As a key member of our operations team, you will play a vital role in ensuring the smooth running of our financial planning services.Key ResponsibilitiesProvide administrative support to our Financial Planners and Paraplanners,...


  • Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    About the RoleWe are seeking an experienced Financial Planning Administrator to join our team at HDA Chartered Financial Planners. As a key member of our operations team, you will play a vital role in ensuring the smooth running of our financial planning services.Key ResponsibilitiesProvide administrative support to our Financial Planners and Paraplanners,...

  • IFA Administrator

    1 week ago


    Cheltenham, Gloucestershire, United Kingdom Finlink Ltd Full time

    Job Title: IFA Administrator - Client Support SpecialistCompany: Finlink LtdJob Type: Full-timeLocation: CheltenhamJob Description:Job Summary:We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be responsible for providing administrative support to our financial planners and office manager. This...

  • IFA Administrator

    1 week ago


    Cheltenham, Gloucestershire, United Kingdom Finlink Ltd Full time

    Job Title: IFA Administrator - Client Support SpecialistCompany: Finlink LtdJob Type: Full-timeLocation: CheltenhamJob Description:Job Summary:We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be responsible for providing administrative support to our financial planners and office manager. This...

  • IFA Administrator

    4 days ago


    Cheltenham, Gloucestershire, United Kingdom Finlink Ltd Full time

    Job Title: IFA Administrator - Client Support SpecialistCompany: Finlink LtdJob Type: Full-timeLocation: CheltenhamJob Description:Job Summary:We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be responsible for providing administrative support to our financial planners and office manager. This...

  • IFA Administrator

    4 days ago


    Cheltenham, Gloucestershire, United Kingdom Finlink Ltd Full time

    Job Title: IFA Administrator - Client Support SpecialistCompany: Finlink LtdJob Type: Full-timeLocation: CheltenhamJob Description:Job Summary:We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be responsible for providing administrative support to our financial planners and office manager. This...


  • Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Job SummaryAttivo Group is seeking a highly organized and detail-oriented Financial Planning Administrator to provide dedicated support to our Associate Directors. As a key member of our Financial Planning team, you will be responsible for managing client records, maintaining CRM systems, and providing general administrative support to ensure seamless...


  • Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    About Attivo Group:Attivo Group is a leading provider of independent lifestyle financial planning services. We pride ourselves on being completely transparent, open, and honest in our approach, building trust with our clients and inspiring their financial confidence. Our experienced, highly qualified financial planners and expert support teams are committed...


  • Cheltenham, Gloucestershire, United Kingdom AMR - Specialist Property Recruiters Full time

    **About the Role**We are seeking a highly organized and communicative Office Coordinator to join our team at AMR - Specialist Property Recruiters. As an Office Coordinator, you will play a vital role in supporting the day-to-day operations of our estate agency.**Key Responsibilities**Manage and coordinate office operations, including scheduling viewings,...


  • Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    About Attivo Group:Attivo Group is a leading Independent Lifestyle Financial Planning firm, dedicated to delivering exceptional financial solutions to high-net-worth individuals and businesses. Our team of experienced, highly qualified Financial Planners and expert support teams are committed to building long-term relationships with our clients, providing...


  • Cheltenham, Gloucestershire, United Kingdom Cameron James Professional Recruitment Full time

    Position OverviewWe are collaborating with a distinguished and established Independent Financial Advisory firm that is seeking a skilled Financial Planning Support Specialist to enhance their team.This position offers a hybrid working arrangement - 3 days in the office and 2 days remotely.The ideal candidate will be an experienced Level 4 Diploma Qualified...


  • Cheltenham, Gloucestershire, United Kingdom enable recruitment | B Corp™ Full time

    Job Summary:We are seeking a skilled Paraplanner to join our team at enable recruitment | B Corp™. As a Paraplanner, you will play a crucial role in supporting our financial planning team in researching, analyzing, and preparing financial plans and reports for clients.Key Responsibilities:Support financial planners in researching and analyzing client data...


  • Cheltenham, Gloucestershire, United Kingdom enable recruitment | B Corp™ Full time

    Job Summary:We are seeking a skilled Paraplanner to join our team at enable recruitment | B Corp™. As a Paraplanner, you will play a crucial role in supporting our financial planning team in researching, analyzing, and preparing financial plans and reports for clients.Key Responsibilities:Support financial planners in researching and analyzing client data...


  • Cheltenham, Gloucestershire, United Kingdom enable recruitment | B Corp™ Full time

    About the RoleWe are seeking a skilled Paraplanner to join our team at Enable Recruitment | B Corp™, a leading recruitment agency specializing in financial services. As a Paraplanner, you will play a crucial role in supporting our financial planning team in researching, analyzing, and preparing financial plans and reports for clients.Key...


  • Cheltenham, Gloucestershire, United Kingdom enable recruitment | B Corp™ Full time

    About the RoleWe are seeking a skilled Paraplanner to join our team at Enable Recruitment | B Corp™, a leading recruitment agency specializing in financial services. As a Paraplanner, you will play a crucial role in supporting our financial planning team in researching, analyzing, and preparing financial plans and reports for clients.Key...


  • Cheltenham, Gloucestershire, United Kingdom enable recruitment | B Corp™ Full time

    Job Summary:We are seeking a highly skilled Paraplanner to join our team at enable recruitment | B Corp™. As a Paraplanner, you will play a crucial role in supporting our financial planning team in researching, analyzing, and preparing financial plans and reports for clients.Key Responsibilities:Support financial planners in researching and analyzing...


  • Cheltenham, Gloucestershire, United Kingdom Omega Resource Group Full time

    Job Summary:We are seeking an experienced Administrative Support Specialist to join our team at Omega Resource Group. As an Administrative Support Specialist, you will be responsible for providing administrative support to our clients in the Engineering, Aerospace, Automotive, Electronics, Defence, Scientific, Oil & Gas, Construction, and Manufacturing...


  • Cheltenham, Gloucestershire, United Kingdom Omega Resource Group Full time

    Job Summary:We are seeking an experienced Administrative Support Specialist to join our team at Omega Resource Group. As an Administrative Support Specialist, you will be responsible for providing administrative support to our clients in the Engineering, Aerospace, Automotive, Electronics, Defence, Scientific, Oil & Gas, Construction, and Manufacturing...


  • Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Job SummaryAttivo Group is seeking a highly organized and detail-oriented Financial Planning Administrator to provide dedicated support to our Associate Directors. As a key member of our Financial Planning team, you will be responsible for managing client records, maintaining CRM systems, and providing administrative support to ensure seamless delivery of...